Press Room

Financial Planning Association – San Francisco Chapter

What is the FPA?

The Financial Planning Association® (FPA®) is the largest membership organization for CFP® professionals in the U.S. and also includes members 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:

Michael Ma, President, (415) 728-9186

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 to connect with a source.

FPA of San Francisco Board of Directors

President – Michael Ma
President-Elect – Tom Zachystal
Chairman/Past President – Cynthia Flannigan
Secretary – Holly Galbrecht
Treasurer – Kian Nobari
Co-Director of Programs – Joseph Kuo
Co-Director of Programs – Kate Wilusz
Director of Membership – Kara Paik
Co-Director of Career Development – Annette Brinton
Co-Director of Career Development – Daniel Lee
Director of Corporate Sponsors – Christina Gray
Co-Director of Pro Bono – Chris Remedios
Co-Director of Pro Bono – Jen Hicks
Director of Marketing Communications – Cliff Goldstein
Co-Director of NexGen – Karen R. Blodgett
Co-Director of NexGen – Russell Kroeger
Director-at-Large – Karen R. Blodgett
Executive Director – Holly Wilkerson

Websites / Online:

FPA on Twitter: @FPAofSF

FPA on Facebook:

Local Events

FPA Norcal Conference

May 31, 2016 – June 1, 2016
Palace Hotel, San Francisco

Official website:

Financial Planning Days

October 22, 2016
9:00 am – 4:00 pm
San Francisco Public Library – Main Branch @ Civic Center, 100 Larkin Street, SF

Official website:

Press Releases

Past press releases will be added soon!