Platinum Strategic Sponsor of the Month

Thank You to Our Platinum Strategic Partners

Thank You to Our Silver Strategic Partners

NexGen

NexGen (Next Generation) consists of members, typically under age 36, dedicated to leading and building the future of the Financial Planning profession.

Pro Bono

Making a difference in people’s lives by promoting financial literacy and providing individual, quality, financial advice for at-risk and underserved communities.

Advocacy

Building relationships with elected officials and advocating on behalf of policies that impact CFP® professionals and their work with clients.

Upcoming Events

Date/Time Event
03/20/2024
11:00 am - 12:00 pm
Mutual of Omaha Mortgage Webinar - Adaptative-Based Retirement Spending

Speaker: Jamie Hopkins, Esq., LLM, MBA, CFP®, RICP®, CEO of Bryn Mawr Capital Management, and SVP of Private Wealth
Management, Bryn Mawr Trust
Strategic Partner: Mutual of Omaha Mortgage, Homa Rassouli
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Register

05/14/2024
3:00 pm - 4:30 pm
Money Psychology/Your Relationship With Money/Financial Psychology
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): TBA

06/11/2024
3:00 pm - 4:30 pm
Real Estate Tax Planning, Prop 19
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): TBA

08/13/2024
3:00 pm - 4:30 pm
TBA
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): TBA

09/10/2024
3:00 pm - 4:30 pm
TBA
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): TBA

Click here to view the full list of events.

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12 Mar
03/12/2024    
7:00 am - 3:00 pm
To Attend: Details/Register To Volunteer: Pro Bono & Advocacy Week, March 13th - 21st, 2024 Sign up HERE to volunteer
12 Mar
03/12/2024    
3:00 pm - 4:30 pm
Speaker(s): Brooklyn Brock, CFP®, CEPA®, ChFC®, CKA®, Founder, Ellevate Advisors LLC Strategic Partner: Key Bridge Compliance, Lauren Hein Details/Register
12 Mar
03/12/2024    
4:45 pm - 6:45 pm
Details/Register
20 Mar
03/20/2024    
11:00 am - 12:00 pm
Speaker: Jamie Hopkins, Esq., LLM, MBA, CFP®, RICP®, CEO of Bryn Mawr Capital Management, and SVP of Private Wealth Management, Bryn Mawr Trust Strategic Partner: [...]
Events on 03/12/2024
12 Mar
12 Mar
12 Mar 24

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Whether you are thinking about retiring soon or you are just starting to build your business, it's always a good time to start Becoming Succession Ready! Join us at the SF Italian Athletic Club on Tuesday, March 12th to hear Brooklyn Brock share her knowledge and expertise, so that you can begin preparing The Journey Before the Destination! ... See MoreSee Less

6 months ago
FPA of San Francisco

CHAPTER MEETING
Tuesday, Oct 10, 2023 @ 3-4:30pm
Supporting Clients’ Charitable Intentions
Speaker:
Erinn Andrews, CEO
GiveTeam

San Francisco Italian Athletic Club, San Francisco CA
*Topic has been approved for CFP Board for 1.0 hour of CE credit.

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Members of our 2022 and 2023 #FPASF Board of Directors gathered at SF Brewing on Friday 10/3 for our annual Strategic Planning Meeting. We reflected on 2020, 2021, and 2022 and planned for 2023. Our focuses are COMMITMENT, COMMUNITY, and CONTENT. We're excited going into 2023! ... See MoreSee Less

Past President, S. Nasira Iqbal, spreading the word about #FPASF Financial Planning Day! VIRTUAL this year on 10/29 - want to volunteer to do pro bono planning for local community members? Learn more here: buff.ly/3rD1FyG ... See MoreSee Less

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The Mission of the Financial Planning Association of San Francisco is to advance the financial planning profession in accordance with the highest ethical and professional standards by providing education, community, networking and leadership for our Bay Area members and through them the public they serve. 

Member Benefits

The primary aim of the Financial Planning Association (FPA) is to foster the value of financial planning and advance the financial planning profession for our members and the community. FPA welcomes all who embrace and advance the financial planning process. Click here to view the Membership Brochure

About the FPA

The Financial Planning Association® (FPA®) is the primary membership organization for financial planning practitioners who want to master the practice of financial planning, and who are committed to shaping the future of the profession. FPA of San Francisco is a dynamic association with over 500 members.

News & Updates

Welcome New Members! (January 2024)

We welcome our newest members and look forward to building our local community together! Marc Crosby, CFP® Joanna Cui, CFP®, Eagle Strategies LLC Flavia Kirz, CFP®, Financial Connections Group Inc Rustin McManis, Yeske Buie Christina Gann Munguia, CFP®, Vantage Wealth...

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Thank You To Our Strategic Partners

Platinum Strategic Partners

 

 

Silver Strategic Partners