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 and click on our webpage for some of the events offered by these organizations.

CalCPA Society




CFA Society of San Francisco 
CFA Society




Financial Women Assocation (FWSF)




The San Francisco Foundation 
SF Foundation




San Francisco Estate Planning Council
SF Estate Planning





Technical Security Analyst Association




National Assoc. of Security Professionals





Risk Management Association – Golden Gate Chapter



Children’s Hospital & Research Center Foundation
GG Chartered Property & Casualty Underwriters (CPCU)

NC Professional Liability Underwriting Society (PLUS)

Northern CA CCIM Institute

Northern CA Planned Giving Council (NCPGC)