Thank You to Our Platinum Strategic Partners

Thank You to Our Silver Strategic Partners

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 (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.


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
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

Speaker(s): Beth Miller-Rowe, Branch Manager, The Reverse Mortgage Group, Phil Walker, VP, Strategic Partnerships, Finance of America, Reverse
Strategic Partner: The Reverse Mortgage Group, Beth Miller-Rowe
2 CFP CE credits
Download flier
Video on Reverse Mortgages


3:00 pm - 4:30 pm
VIRTUAL CHAPTER MEETING - Economic and Markets

Speaker(s): TBD
Details coming soon

3:00 pm - 4:30 pm

Speaker(s): TBD
Details coming soon

3:00 pm - 4:30 pm
CHAPTER MEETING - Succession Planning - DEI

Speaker(s): TBD
Details coming soon

3:00 pm - 4:30 pm
CHAPTER MEETING - Direct Indexing, SMA, Fractional Investing

Speaker(s): TBD
Details coming soon

Click here to view the full list of events.

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7 months ago

FPA of San Francisco
The Financial Planning Association Virtual Externship is well underway and it's an amazing opportunity - over 900 externs this year! And at least one special #FPASF Extern, Louis Wellmeier! Louis received the FPASF Scholarship to participate in the externship this year. "The FPA of San Francisco has been remarkably supportive in my efforts to achieve my professional calling as a Financial Life Planner. I'm incredibly grateful for the opportunity to gain valuable hands-on experience via the FPA externship!" - Louis Wellmeier, J.D. ... See MoreSee Less

8 months ago

FPA of San Francisco
THANK YOU to our wonderful 2021 FPASF Strategic Partners! Looking for a great resource for you or your clients? Check out our Strategic Partners here and find their contact information here: ... See MoreSee Less

10 months ago

FPA of San Francisco
We're pleased to announce that Carmetta Joyner is this year's FPASF scholarship recipient! She is also our FPASF Director of Diversity and Inclusion. Congratulations, Carmetta! ... See MoreSee Less

12 months ago

FPA of San Francisco
Have you checked out our FPASF website lately? You can find our current Board of Directors and their roles listed; upcoming local, regional, and national FPA events; our Platinum and Silver Strategic Partners (contact information as well as great resources they share like white papers, webinars, commentary, and more), and see our Platinum Strategic Partner of the month (this month it's Homa Rassouli, Reverse Mortgage Specialist with Mutual of Omaha Mortgage!) .Check it out at www.fpasf.orgEvents: (hover over the "Events" tab to choose local, regional, or national to see a list (vs. a calendar))2021 Strategic Partners: Partner Circle: ... See MoreSee Less

1 years ago

FPA of San Francisco
We had our first 2021 Board meeting and chapter meeting yesterday! Our board meeting was full of great information on the history of our chapter, roles of various committees and board members, and exciting plans for 2021. We are so appreciative of all of our great board members and their hard work (most of us pictured below).Then, we had a fireside chat with Former U.S. Ambassador to Germany, John Emerson. Rita Lee, our Co-Director of Programs, facilitated a great conversation with John on his experiences as an ambassador and his outlook on coming policy in the new administration. It was an insightful and engaging meeting and we enjoyed hearing John's wisdom and insights! ... See MoreSee Less

1 years ago

FPA of San Francisco
Block your calendar for 12/8 from 3-4:40pm... we will have OLYMPIAN and 5x Gold Medalist Dana Vollmer speaking to our #FPASF chapter! “Unraveling Superwoman” Event here: and register here: ... 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. 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

Welcome New Members! (December 2021)

We welcome our newest members and look forward to building our local community together! Alejandro Aceves Madriz Matt Beck, Brio Financial Group Richard Boyer, CFP®, Empirical Wealth Management Gary Cummings, CFP®, Wells Fargo Advisors Susan Hopkinson, CFA,...

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Thank You To Our Strategic Partners

Platinum Strategic Partners



Silver Strategic Partners