Committees

The FPA of San Francisco has a number of committees that provide our members with opportunities to become involved and give back to the financial planning community. If you are interested in learning more about any of these committees or would like to become involved in one of them, please click the link from the list below.

The Career Development Committee assists FPA members in the advancement of their career through continuing education as well as facilitates relationship between FPA members and students of the financial planning profession. The committee is also in charge of relations with CFP® educational programs at local universities to help bridge the gap between education and practice of the profession.

The Corporate Sponsors Committee is responsible for developing and implementing a strategic plan to secure sponsors and partners for the chapter. This includes updating the sponsorship levels, identifying and soliciting potential sponsors, and capturing the value proposition for sponsors.

The Allied Professionals Committee is responsible for advocating for the interests of the FPASF members to individuals and organizations outside of the FPA.

The PR & Marketing Communications Committee uses the website and social media to provide content and reminders keeping our members informed on educational and networking activities as well as the actions of the FPA SF Chapter and FPA National leadership.

The Membership Committee is challenged with growing and retaining membership. The committee solicits new members as well as engages existing members by developing and conducting valuable events. Committee members act as ambassadors of the chapter by welcoming new members and introducing fellow members.

The NexGen Committee is composed of young planners under age 36 who are committed to growing and developing the next generation of Financial Planners. We are a range of ages and experiences, but offer support and guidance to help organize the NexGen community of San Francisco

The Pro Bono Committee is responsible for developing programs to create and maintain a positive public image and to promote public awareness of the financial planning profession.

The Programs Committee develops and plans the programs to be presented at chapter meetings and obtains speakers for chapter meetings as well as special functions.