Welcome to the Financial Planning Association of San Francisco

Upcoming Events

May 13, 2014 – 11:30 am – 1:30 pm – Working with Clients with Diminishing Capacity – Panel - Elizabeth Edgerly, Ph.D. and Peter S. Myers, Esq. – The City Club – Details/Register

May 13, 2014 – 1:30 pm – 2:30 pm – New Member Orientation (immediately following the chapter meeting)

May 14, 2014 – 5:00 pm – 7:00 pm – Financial Women of San Francisco – Successful Investing: How to Overcome Human Nature – Speakers – Tanya Steinhofer, CFP®, CFA, (moderator), Jeff Hamrick, Ph.D., Karen Cashen, Michal Ann Strahilevitz, Ph.D. - Details/Register

May 15, 2014 – 2:00 pm – 3:30 pm – FPA of California & Department of Business Oversight Co-sponsored “Best Practices” Workshop - Details

News & Updates

FPA NorCal Conference – Almost Sold Out – Register Today!

Visit www.fpanorcal.org to register

Learn All About the Foundation for Financial Planning

Foundation for Financial Planning About Us-FPA Chapters

FPA SF April 2014 e-Newsletter & Archives

Here you will find a collection of recent e-Newsletter emails sent to our list of contacts. These emails include information

Planner Search

Looking for a Certified Financial Planner? Choose from 1000′s of Financial Planners, all of whom adhere to FPA’s Code of Ethics. Planner Search is an online search engine created by the Financial Planning Association that allows you to search our national membership to find a CERTFIED FINANCIAL PLANNER® in your area.

FPA of San Francisco

The San Francisco Chapter of the Financial Planning Association is a dynamic community of over 500 financial professionals that come together to learn, share resources and to promote financial planning throughout the San Francisco Bay Area. Learn more…