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 |
---|---|
07/11/2023 3:00 pm - 4:30 pm |
IN PERSON MEETING - Unique Approach to Values and Theme Investing
San Francisco Italian Athletic Club, San Francisco CA Panelists: Doug Couden, CFA, Partner, Chief Information Officer, BakerAvenue Wealth |
07/26/2023 6:45 pm - 9:00 pm |
SF Giants Game (Member Event) |
08/08/2023 3:00 pm - 4:30 pm |
IN PERSON MEETING - Property & Casualty
San Francisco Italian Athletic Club, San Francisco CA Speaker(s): TBA |
09/12/2023 3:00 pm - 4:30 pm |
IN PERSON MEETING - Tax Planning Before Year End
San Francisco Italian Athletic Club, San Francisco CA Speaker(s): TBA |
10/10/2023 3:00 pm - 4:30 pm |
IN PERSON MEETING - Defining Your Process and Utilizing DAFs
San Francisco Italian Athletic Club, San Francisco CA Speaker(s): TBA |
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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. Click here to view the Membership Brochure
About the FPA
The Financial Planning Association® (FPA®) is the primary membership organization for financial planning practitioners who want to master the practice of financial planning, and who are committed to shaping the future of the profession. FPA of San Francisco is a dynamic association with over 500 members.
News & Updates
Congratulations to our Members Celebrating Milestones! (May 2023)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Lydia Walz, CFP®, Aspiriant, LLC Jan Schalkwijk, JPS Global Investments Christina Empedocles, CFP®, Insight Personal Finance 10 Years Kathryn Geraghty, CFP® Sommer McKinley,...
Welcome New Members! (April 2023)
We welcome our newest members and look forward to building our local community together! Kyle Benner, CFP®, Ensemble Capital Andrea Hamilton, CFP®, Perigon Wealth Management LLC Natalie Kennedy, Aspiriant, LLC Melanie Murphy, Cerity Partners
Welcome New Members! (March 2023)
We welcome our newest members and look forward to building our local community together! Kathryn Taylor, CBEC, FP Transitions John Lowman, Red Tower Capital Wenrui Lai