Platinum Strategic Partner of the Month

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

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
01/21/2021
5:30 pm - 7:30 pm
NexGen - Negotiations 101: How to Advocate for Your Clients (and Yourself)

Speaker(s): Shawn Tydlaska, CFP®, MBA
Details/Register 

02/09/2021
3:00 pm - 4:30 pm
TBD - VIRTUAL CHAPTER MEETING

Speaker(s): TBD

03/09/2021
3:00 pm - 4:30 pm
TBD - VIRTUAL CHAPTER MEETING

Speaker(s): TBD

05/11/2021
3:00 pm - 4:30 pm
TBD - VIRTUAL CHAPTER MEETING

Speaker(s): TBD

06/08/2021
3:00 pm - 4:30 pm
TBD - VIRTUAL CHAPTER MEETING

Speaker(s): TBD

Click here to view the full list of events.

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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

2 months 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: www.fpasf.org/fpaevents/local-chapter/Details and register here: events.r20.constantcontact.com/register/event?oeidk=a07ehem1ibw399f93df&llr=bqlzdklab ... See MoreSee Less

3 months ago

FPA of San Francisco
We are thrilled to share with you our 2020 #FPASF Strategic Partner video. We're so appreciative of our Strategic Partners and we couldn't do what we do without their amazing support. Don't hesitate to contact them if you have any questions they may be able to help you with - they are fantastic resources for us and experts in what they do. ... See MoreSee Less

7 months ago

FPA of San Francisco
15 Reasons to Renew your Financial Planning Association Membership! ... See MoreSee Less

7 months ago

FPA of San Francisco
Not yet a member? Here are the Top 10 Reasons to join Financial Planning Association ... See MoreSee Less

7 months ago

FPA of San Francisco
June 2020 Take 5 --- Read more about Financial Planning Association rebranding and get some tips/resources! ... See MoreSee Less

8 months ago

FPA of San Francisco
FPA of San Francisco's cover photo ... See MoreSee Less

8 months ago

FPA of San Francisco
FPA of San Francisco ... 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

Thank You To Our Strategic Partners

Platinum Strategic Partners

 
   

 

Silver Strategic Partners