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
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

Details/Register 

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

Details/Register

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.  

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
Details/Register 

 

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

Speaker(s): TBD

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

Speaker(s): TBD

Click here to view the full list of events.

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1 month 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: www.fpasf.org/fpaevents/ (hover over the "Events" tab to choose local, regional, or national to see a list (vs. a calendar))2021 Strategic Partners:https://www.fpasf.org/strategic-partners/Strategic Partner Circle:https://www.fpasf.org/strategic-partners/sponsor-circle/Board: www.fpasf.org/about/board-of-directors/ ... See MoreSee Less

1 month 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

3 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

4 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

9 months ago

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

9 months ago

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

9 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

9 months ago

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

9 months ago

FPA of San Francisco
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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.

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Thank You To Our Strategic Partners

Platinum Strategic Partners

 
 

 

Silver Strategic Partners