Contact Us

President - Julie Asti, CFP®

Have a question or concern that you want heard? Contact our President directly!

(510) 558-8557

Executive Director - Holly Wilkerson

Holly can help you with your membership questions, meeting requests or put you in touch with the appropriate person within our chapter to help you quickly and easily.

Holly Wilkerson Committee Check Request Form

Phone: 877.260.3218

Fax: 877.260.3218

Webmaster - Paul Sid, CPA CFA

Have a web problem, or would you like to see something added or changed on our website?

Send your requests to: paulsid@financialedge.net

(415) 967-EDGE

Financial Planning Association of San Francisco

Mailing Address:

FPA San Francisco

9630 Bruceville Road, #106-149

Elk Grove, CA 95757

Phone: 877.260.3218

Fax: 877.260.3218

Financial Planning Association (National)

Toll Free: 800.322.4237 x 7168

Fax: 303.759.0749

Anna Gengler,

Member & Chapter Relations Project Manager

FPA National
4100 E. Mississippi Ave., Suite 400
Denver, Colorado 80246

Certified Financial Planner Board of Standards, Inc.

Toll Free: 800.487.1497

Fax: 202.379.2299

E-mail:

CFP Board

1425 K Street, NW, Suite 500

Washington, DC 20005