Premier Professional Organization for Bay Area Financial Planners

Emerging Advisors

The Emerging Advisors Forum is a dynamic group of planners who meet throughout the year to discuss all things related to starting and running an RIA practice.

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
03/01/2018
6:00 pm - 8:00 pm
Emerging Advisors & NexGen: Bebo White on Bitcoin - SOLD OUT
Golden Gate University, San Francisco CA

Speaker(s): Bebo White, Visiting Professor, Computer Science, University of Hong Kong, Adjunct Professor of Integrated Systems Management, University of San Francisco
Details/Register

 

03/06/2018
8:00 am - 5:00 pm
FPA CA 5th Annual Advocacy Day
California State Capital, Sacramento CA

Details/Register

03/13/2018
9:00 am - 2:00 pm
Financial Life Planning in the 21st Century: Melding Theory and Practice; Art and Science
The City Club, San Francisco CA

Speaker(s): Elizabeth Jetton, CFP® & Saundra Davis, Sage Financial Solutions
Details/Register

 

04/17/2018
8:00 am - 10:00 am
Insurance Lessons Learned from the Sonoma County Fires
Golden Gate University, San Francisco CA

Speaker(s): Brian Trouette, Trouette Insurance Agency, LLC & Amy Bach, United Policyholders

05/08/2018
11:30 am - 1:30 pm
Behavioral Finance: Risk Tolerance & Revealed Preference
The City Club, San Francisco CA

Speaker(s): TBD

 

Click here to view the full list of events.

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Jurrien Timmer shared his 2018 outlook on the state of the market. Great presentation for our first chapter meeting of 2018! ... See MoreSee Less

2018! ... See MoreSee Less

#FPASF wishes you a happy, healthy, and joyous New Year!

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Did you know....we had THREE Financial Planning Day events this year? Keep an eye out for the photos coming soon. ... See MoreSee Less

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.

About the FPA

The Financial Planning Association (FPA) is the membership association for nearly 30,000 CFP® professionals, financial planners, investment specialists and associated professionals. FPA of San Francisco is a dynamic association with over 500 members.

News & Updates

FPASF Announces 2018 Board Nominees

President Kian Nobari, CIMA, MBA, MSFP, RLP Integrous San Rafael knobari@integrousfinancial.com (415) 200-0900 President-Elect Kate Wilusz, CRPC®, CFP® Wilusz and Associates / Ameriprise Financial Services San Francisco kmwcfp@yahoo.com (415) 623-2455 Chairman/Past...

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