Allied Professionals

The FPA of San Francisco has established communication and facilitates the sharing of information with other local professional associations on behalf of our members.  The External Relations Committee of FPA SF has reached out to other organizations  in order to increase awareness of the information and educational opportunities available for financial professionals. Often there are educational events offered by financial service organizations with similar goals to the FPA that may be beneficial to our members.

Below is a list of some of the organizations that the FPA SF communicates with on a regular basis. Please follow the links to get more information on each group.


Bay Area Financial Education Foundation


Richard Lehman,


CalCPA Society


CFA Society of San Francisco 
CFA Society


Financial Women Assocation (FWSF)

Northern CA Planned Giving Council (NCPGC)


The San Francisco Foundation 
SF Foundation


San Francisco Estate Planning Council
SF Estate Planning