Press Room

Financial Planning Association – San Francisco Chapter

www.fpasf.org

What is the FPA?

The Financial Planning Association (FPA) is the largest membership organization for CFP® professionals in the U.S. and is also open to non-CFP® professionals who support the financial planning process. Working in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations, FPA helps connect all in our membership through a variety of unique and compelling ways. FPA members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. FPA membership consists of CERTIFIED FINANCIAL PLANNERS™, educators, financial services professionals, students and more; FPA is compensation neutral and represents those from diverse backgrounds and business models. FPA’s unique network of nationwide chapters encourage professional development and networking on a local level.

The local chapter provides our members with continuing education and networking opportunities with professionals in the San Francisco area.

Local PR Contact info

If you are a journalist seeking information for a story, or would like to schedule an interview with a Financial Planning Association subject matter expert, please contact:

Holly Wilkerson, Executive Director info@fpasf.org, (877) 260-3218

FPA National Media Query Database

FPA members serve as expert sources on a variety of topics such as retirement planning, small business planning, family and marriage planning, and can also speak to client issues in a particular profession, or with different income and asset levels. Contact PR@OneFPA.org to connect with a source.

FPA of San Francisco Board of Directors

President – Tom Zachystal
President-Elect – Kian Nobari
Chairman/Past President – Michael Ma
Secretary – Holly Galbrecht
Treasurer – Kian Nobari
Co-Director of Programs – Joseph Kuo
Co-Director of Programs – Kate Wilusz
Director of Membership – Mark Dickinson
Co-Director of Career Development – Annette Brinton
Co-Director of Career Development – Daniel Lee
Director of Corporate Sponsors – Mary-Alice Cardenas
Director of Pro Bono – Chris Remedios
Co-Director of Marketing Communications – Lauren Stansell
Co-Director of Marketing Communications – Chris Lakumb
Co-Director of NexGen – Sophie Lee
Co-Director of NexGen – Bryan Hasling
Director of Advocacy – Russell Kroeger
Director-at-Large – Homa Rassouli
Executive Director – Holly Wilkerson

Websites / Online:

www.fpasf.org

FPA on Twitter: @FPAofSF

FPA on Facebook: https://www.facebook.com/fpasf

FPA on LinkedIn: FPASF LinkedIn Group

Local Events

Jul 2018

Date/Time Event
07/10/2018
11:30 am - 1:30 pm
Real Estate Investment Management: Advising Clients With Direct/Inherited Commercial Real Estate Investments
The City Club, San Francisco CA

Speaker(s): Preston R. Sargent, Executive Vice President, Bailard Real Estate; Michael J. Faust, CFA, Executive Vice President, Bailard Wealth Management

THE CITY CLUB registration

FPASF is also offering simulcasts of the meeting and remote meeting locations to view simulcasts with other practitioners:
WEBINAR registration (viewed in your office – webinar starts at 12:00 pm)
SAN MATEO SIMULCAST registration (in person meeting at Golub advisors boardroom, light lunch included – simulcast starts at 12:00 pm)
SANTA ROSA SIMULCAST registration (in person meeting at Union Hotel in Santa Rosa, restaurant lunch is included – simulcast starts at 12:00 pm)

 

Aug 2018

Date/Time Event
08/07/2018
11:30 am - 1:30 pm
Charitable Giving & Strategy
The City Club, San Francisco CA

Speaker(s): Pamela Doherty, The San Francisco Foundation, Barry Taylor, CFP®, Integral Financial Solutions, LLC

 

Sep 2018

Date/Time Event
09/11/2018
4:00 pm - 6:00 pm
Succession Planning

Speaker(s): Tim Kochis, JD, MBA, CFP®, Aspiriant

Location: TBD

 

09/11/2018
6:00 pm - 8:00 pm
Member Appreciation Event

Location: TBD

 

Oct 2018

Date/Time Event
10/09/2018
9:30 am - 1:30 pm
Planning for Aging Clients
The City Club, San Francisco CA

Speaker(s): Carolyn McClanahan, Whealthcare Planning, LLC

 

10/27/2018
9:00 am - 3:00 pm
SF Financial Planning Day
San Francisco Public Library Main Branch, San Francisco CA

Nov 2018

Date/Time Event
11/13/2018
11:30 am - 1:30 pm
Sophisticated Retirement Qualified and Non-Qualified Plans
The City Club, San Francisco CA

Speaker(s): TBD

 

Dec 2018

Date/Time Event
12/11/2018
4:00 pm - 6:00 pm
Integrating Millennials Employees and Partners Into Your Practice
The City Club, San Francisco CA

Speaker(s): Brian Shenson, Schwab

 

12/11/2018
6:00 pm - 8:00 pm
Holiday Reception (Immediately following the chapter meeting)
The City Club, San Francisco CA

No RSVP Required

Press Releases

Past press releases will be added soon!