Welcome to the Financial Planning Association of San Francisco

Upcoming Events

October 13, 2015 – 11:30 am – 1:30 pm – Should You, Could You Bypass the Bypass? – Mark Prendergast, CPA, CFP®, CFO and Director of Tax Strategies, Inspired Financial & Raymond Sheffield, Esq., JD, LLM, Sheffield Law Office – The City Club, 155 Sansome Street, SF – Details/Register

October 15, 2015 – 11:30 am – 1:00 pm – FWSF & FPASF Driving Economic Growth: A Discussion with Oakland Mayor Libby Schaaf and San Francisco Supervisor Katy Tang – Wells Fargo Learning Center, 333 Market Street, SF – Details/Register

October 15, 2015 – 4:30 pm – 7:30 pm – Bay Area Financial Education Foundation (BAFEF) – 9th Annual Wine Tasting Reception – Alfred’s Steakhouse, 659 Merchant Street, SF – Details/Register

October 27, 2015 – 11:30 am – 1:00 pm – Marin Brown Bag Lunch Meeting – The 35% Opportunity: Engaging Clients in Philanthropy – Linda Sweeney, Director of Philanthropic Planning, Marin Community Foundation – Larkspur Landing, 2nd floor Tiburon conference room, 100 Larkspur Landing Circle, Larkspur, CA – Details/Register

News & Updates

Check out the upcoming meetings & events for the Northern California FPA Chapters -San Francisco, East Bay and Silicon Valley
We would like to remind you that volunteer registration is open for the 6th annual Financial Planning Day in San Francisco. T
Included is a recap of the announcements from the chapter meeting in case you were unable to attend or need more information!
2015 FPA San Francisco CFP® Scholarship Program Please visit the website below for additional information: http://www.fpasf.o
Date: November 7, 2015 Time: 9:00 am – 4:00 pm Topic: San Francisco Financial Planning Day Location: San Francisco Public Lib
2013 FPA of San Francisco Member Perspectives on YouTube


Thank You To Our Sponsors

Gold Sponsors

Voya Investment Management
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Silver Sponsors

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