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
10/27/2018
9:00 am - 3:00 pm
9th Annual San Francisco Financial Planning Day
San Francisco Public Library Main Branch, San Francisco CA

For additional information, visit the website

To register, click here

11/01/2018
6:00 pm - 7:30 pm
Emerging Advisors Forum - Charitable Gifting: Donating Complex Assets to Charity for Maximum Impact
Golden Gate University, San Francisco CA

Speaker(s): Amy Grossman, J.D., Vice President, Complex Assets Group, Fidelity Charitable
Details/Register

11/03/2018
10:00 am - 3:00 pm
3rd Annual Marin Financial Planning Day
Marin Center Exhibit Hall, San Rafael CA

For more information and to register, click here

11/13/2018
11:30 am - 1:30 pm
Sophisticated Retirement Qualified and Non-Qualified Plans
The City Club, San Francisco CA

Speaker(s): TBD

 

12/11/2018
4:00 pm - 6:00 pm
Integrating Millennial Employees and Partners Into Your Practice
The City Club, San Francisco CA

Speaker(s): Brian Shenson, Schwab

 

Click here to view the full list of events.

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2 days ago

FPA of San Francisco

1 month ago

FPA of San Francisco

Speaker:
Tim Kochis, JD, MBA, CFP®, Founder, and Former CEO,
and Chair of Aspiriant; Special Advisor, DeVoe & Co.

Thank You to Our Meeting Sponsor: The Bauer Team
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2 months ago

FPA of San Francisco

Good Afternoon #FPASF members! We are looking forward to seeing you for our September meeting, which will be immediately followed by our Member Appreciation Event.

Details:
Date: 9/11/2018
Time: 4:00pm-5:45pm
Topic: Succession Planning with Tim Kochis - a highly applicable topic for the entire audience!
Location: San Francisco Italian Athletic Club (NOTE - new location)

Immediately following the meeting, we will host our Member Appreciation Event from 6:00pm-8:00pm, also at the San Francisco Italian Athletic Club. Join us for celebrations, libations, conversations, laughter, tasty bites, and more!
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2 months ago

FPA of San Francisco

Today is the LAST DAY to submit your Call For Ideas for #FPARetreat 2019 --

We are really excited about the Call for Ideas and we've gotten some great Idea submissions over the past 3 weeks. We've included a Wordle here to share with you some of what has been captured by the survey responses so far. As you surely know, the larger words in this word cloud appeared in submissions more often, but every word here got at least 5 mentions. What is missing? What Ideas do we need to add?

Access the survey here: noll.wufoo.com/forms/prflnua1isbqln/

Complete your entry by midnight TONIGHT!!
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2 months ago

FPA of San Francisco

Speakers:

Barry Taylor, CFP®
Integral Financial Solutions, LLC

Erik Dryburgh
Attorney and Principal
Adler & Colvin

Thank You to Our Meeting Sponsor: The San Francisco Foundation
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3 months ago

FPA of San Francisco

Real Estate Investment Management: Advising Clients With Direct/Inherited Commercial Real Estate Investments

Speaker(s):
Preston R. Sargent, Executive Vice President
Bailard Real Estate

Michael J. Faust, CFA, Executive Vice President
Bailard Wealth Management

Thank You to Our Meeting Sponsor: Blackrock
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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,...

read more

Thank You To Our Sponsors

Gold Sponsors

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Silver Sponsors

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