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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05/11/2021 3:00 pm - 4:30 pm |
VIRTUAL CHAPTER MEETING - Trends, Opportunities & Challenges in ESG Investing
Panelists: Rachel Freeman (they/them), AIFA®, Director of Investor Relations, Adasina Social Capital, Dan Carreno, CIMA®, Executive Vice President, Business Development, Change Finance, PBC, Rawson Gulick, CFP®, CAIA, Wealth Advisor, Willow Creek Wealth Management |
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05/18/2021 11:00 am - 12:00 pm |
STRATEGIC PARTNER WEBINAR - Understanding How Different Types of Annuities Work
Speaker: Wade Pfau, Ph.D., CFA, RICP
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06/08/2021 3:00 pm - 4:30 pm |
VIRTUAL CHAPTER MEETING - Protecting Your Client and Yourself in the New Digital World
Speaker(s): Nate Baumsteiger, NSBC Consulting and Patrick Hennessey, Schwab |
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08/10/2021 3:00 pm - 4:30 pm |
VIRTUAL CHAPTER MEETING - TBD
Speaker(s): TBD |
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09/14/2021 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
Welcome New Members! (April 2021)
We welcome our newest members and look forward to building our local community together! Sherry Heller
Congratulations to our Members Celebrating Milestones! (May 2021)
We truly appreciate our members and celebrate this important milestone with them! 5 Years David Lawrence, CFP®, Willow Creek Wealth Management, Inc. 10 Years Christina Steinberg, CFP®, Fidelity 25 Years Kathryn Fitzgerald, CFP®, Silverleaf Financial
Welcome New Members! (March 2021)
We welcome our newest members and look forward to building our local community together! Jerrod Foster, CFP® Michael Strohl, CFP®, Open Advisors
Thank You To Our Strategic Partners
Platinum Strategic Partners
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Silver Strategic Partners
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