Premier Professional Organization for Bay Area Financial Planners

Emerging Advisors

The Emerging Advisors Forum is a dynamic group of planners who meet throughout the year to discuss all things related to starting and running an RIA practice.

NexGen

NexGen (Next Generation) consists of members, typically under age 36, dedicated to leading and building the future of the Financial Planning profession.

Pro Bono

Making a difference in people’s lives by promoting financial literacy and providing individual, quality, financial advice for at-risk and underserved communities.

Advocacy

Building relationships with elected officials and advocating on behalf of policies that impact CFP® professionals and their work with clients.

Upcoming Events

Date/Time Event
01/25/2018
5:00 pm - 7:00 pm
FWSF - Create Your Best Future! Designing Your Personal Strategic Plan for 2018
KPMG LLP, San Francisco CA

Speaker(s): Kristi Royse, CEO and Founder, KLR Consulting
Note: FPASF Members – Select “FWSF Member” when registering for discounted member rate
Details/Register

02/02/2018
11:30 am - 1:30 pm
FWSF - Economic Outlook and Trends for 2018
The City Club, San Francisco CA

Speaker(s): John C. Williams, President and Chief Executive Officer, Federal Reserve Bank of San Francisco
Details/Register

02/13/2018
8:00 am - 10:00 am
Tax Reform Update
Golden Gate University, San Francisco CA

Speaker(s): Francis Sameon, CPA
GOLDEN GATE UNIVERSITY registration
WEBINAR registration

03/06/2018
8:00 am - 5:00 pm
FPA CA 5th Annual Advocacy Day
California State Capital, Sacramento CA

Details/Register

03/13/2018
9:00 am - 2:00 pm
Financial Planning 3.0: The Art & Science of Financial Life Planning
The City Club, San Francisco CA

Speaker(s): Elizabeth Jetton, CFP®, Golden Gate University

 

Click here to view the full list of events.

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Jurrien Timmer shared his 2018 outlook on the state of the market. Great presentation for our first chapter meeting of 2018! ... See MoreSee Less

2018! ... See MoreSee Less

#FPASF wishes you a happy, healthy, and joyous New Year!

Here's a fun photo from our great December Holiday Party!
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Marin Financial Planning Day ... See MoreSee Less

Did you know....we had THREE Financial Planning Day events this year? Keep an eye out for the photos coming soon. ... See MoreSee Less

The Mission of the Financial Planning Association of San Francisco is to advance the financial planning profession in accordance with the highest ethical and professional standards by providing education, community, networking and leadership for our Bay Area members and through them the public they serve. 

Member Benefits

The primary aim of the Financial Planning Association (FPA) is to foster the value of financial planning and advance the financial planning profession for our members and the community. FPA welcomes all who embrace and advance the financial planning process.

About the FPA

The Financial Planning Association (FPA) is the membership association for nearly 30,000 CFP® professionals, financial planners, investment specialists and associated professionals. FPA of San Francisco is a dynamic association with over 500 members.

News & Updates

December 8 Chapter Meeting Announcements

Included is a recap of the announcements from the chapter meeting in case you were unable to attend or need more information! Chapter Meeting: Family Wealth: Advising the Rising Generation - Panel: Patricia M. Armstrong, Senior Director, Family Dynamics and Education,...

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