Planner Search

 Planner Search is an online search engine created by the Financial Planning Association that allows you to search our national membership to find a CERTIFIED FINANCIAL PLANNER^® in your area.

When you click on the Planner Search button below, you will have access to all Certified Financial Planners® who belong to the FPA of San Francisco.  Some of the members have additional information available (including fee schedule) by double-clicking on their name.  You will be able to do a search by zip code, specialty or last name. 

If you'd rather work over the phone, call the toll-free hotline at 800.282.PLAN (7526) for assistance.