by fpasanfrancisco | Dec 23, 2014 | e-Newsletter
Members & Partners of FPA San Francisco, 5.0. 18,000. 2.7. and 1999. What do those 4 numbers describe? 2014 (specifics below). Our chapter had another phenomenal year as well…. As I reflect back on 2014, I’m humbled by all the accomplishments your...
by fpasanfrancisco | Dec 15, 2014 | Members In the News
Congrats to the FPA San Francisco Members Recognized by the Financial Times as the Nations’ Top 100 Women Financial Advisors…… The Financial Times recently issued a special report recognizing the Top 100 US Women Financial Advisors for 2014. We are proud...
by fpasanfrancisco | Dec 15, 2014 | Member Resources
Would you like to volunteer more but have trouble finding the opportunities that fit your interests and schedule? The Financial Planning Association recently launched the Volunteer Engagement Initiative to help with this challenge. This initiate will help FPA enhance...
by fpasanfrancisco | Dec 14, 2014 | Meetings & Events
Stay informed on all the events and network opportunities with the Financial Planning Association of San Francisco Newsletter. Next Meeting At: The City Club, 155 Sansome Street, San Francisco Tuesday, January 13, 2015 11:30 am – 1:30 pm Topic: Navigating...
by fpasanfrancisco | Dec 12, 2014 | Meetings & Events
December 9th, 2014 was the 2nd Past Presidents event held to honor and pick the brains of our chapter’s past presidents…… The current board met with the past presidents looking to tap into their collective insights and experiences within the chapter....