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
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03/02/2021 4:00 pm - 5:00 pm |
Strategic Partner Webinar - Educational Webinar - Opportunity Zone - CE for CFPs, CPAs and MCLE
Strategic Partner: Cantor Fitzgerald |
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03/09/2021 1:00 pm - 2:00 pm |
Strategic Partner Webinar - Learn How Managing Sequence of Returns Risk with Home Equity Can Help Preserve and Grow Your Clients’ Retirement Assets
Strategic Partner: The Reverse Mortgage Group Speaker(s): Beth Miller-Rowe, Branch Manager, Phil Walker, VP, Strategic Partnerships, The Reverse Mortgage Group 2.0 CFP CE Hours A NOTE FROM BETH: I do like to point out that Phil spends the first 15 minutes (ish) explaining how a reverse mortgage works as necessary foundational information. It is not the most exciting part of the webinar, but it is important for context about “how it works” as he gets into the meat of it all. Rest assured that it is NOT just going to be a sales presentation for reverse mortgages, but is an approved format to provide the CE credits while he covers the benefits to the FA’s and their clients. Please know that the first part provides the “track to run on”, and then the simple, effective strategy follows. Please stick around, it will be very worth your while. |
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03/09/2021 3:00 pm - 4:30 pm |
VIRTUAL CHAPTER MEETING - Consolidated Appropriations Act, 2021: What Advisors Should Know About The Latest Stimulus Bill
Speaker(s): Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, MSA, Lead Financial Planning Nerd for Kitces.com, Director of Advanced Planning, Buckingham Wealth Partners, and Lead Creator and Content Expert, Savvy IRA Planning®, offered through Horsesmouth
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05/11/2021 3:00 pm - 4:30 pm |
VIRTUAL CHAPTER MEETING - TBD
Speaker(s): TBD |
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06/08/2021 3:00 pm - 4:30 pm |
VIRTUAL CHAPTER MEETING - TBD
Speaker(s): TBD |
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3-9-21 - Consolidated Appropriations Act, 2021: What Advisors Should Know About The Latest Stimulus
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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! (February 2021)
We truly appreciate our members and celebrate this important milestone with them! Robert Ivanco - 5 Years Mark O'Brien, CFP®, RICP®, Mark O'Brien Financial Advisor - 10 Years Robert Cheney, CFP®, CFA, Westridge Wealth Strategies - 15 Years
FPASF 2021 Board Nominees Announced
Click here for the full 2021 Board Slate
Congratulations to Our Members Celebrating Milestones! (August Edition)
FPA of San Francisco thanks our amazing members for their continued support and commitment to the chapter! 5 Years - Sophie Lee, CFP®, Cypress Wealth Advisors / Helen Dietz, CFP®, Stanford Investment Group Inc. 10 Years - William Callahan, CFA, CFP®, Callahan...
Thank You To Our Strategic Partners
Platinum Strategic Partners
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Silver Strategic Partners
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