Platinum Strategic Sponsor of the Month

Thank You to Our Platinum Strategic Partners

Thank You to Our Silver Strategic Partners

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
10/08/2024
3:00 pm - 4:30 pm
Long-Term Care Insurance
San Francisco Italian Athletic Club, San Francisco CA

Speaker: Krystalynn Schlegel, CLU®, ChFC®, CLTC®, AEP®, Partner, MG Schlegel and Associates
Strategic Partner: Stonecrest
Details/Register

10/19/2024
9:30 am - 5:00 pm
SF Financial Planning Day

We are looking for CFP® professionals and logistics volunteers! Sign up to volunteer here –  https://www.bayareafinancialplanningdays.org/volunteer

Reach out to Sydney Woodward at sydney@yebu.com with questions!

 

11/12/2024
3:00 pm - 4:30 pm
TBA
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): TBA

12/10/2024
3:00 pm - 6:00 pm
Joint Event with FPA San Francisco & FPA East Bay - Earning Client and COI Referrals: A Hands-On Session
San Francisco Italian Athletic Club, San Francisco CA

FPA San Francisco and FPA East Bay Chapters Present an Exceptional Education Session and Holiday Networking Event

Speaker(s): Dan Allison, Founder and CEO of the Feedback Marketing Group, Advisor Development Community, and The Exchange Advisor Development Platform.
Meeting Strategic Partner: FPA San Francisco – Arthur J. Gallagher & Co. Insurance Brokers of California, Inc.
Meeting Strategic Partner: FPA East Bay – Pimco

Agenda:
3:00 – 3:30 pm – Networking, Chapter Announcements & Strategic Partner Acknowledgements
3:30 – 4:25 pm – Speaker’s Presentation
4:25 – 4:30 pm – Final Comments
4:30 pm – Holiday Networking Event
6:00 pm – Event Concludes

DETAILS/REGISTER

12/10/2024
4:30 pm - 6:00 pm
Holiday Reception Mixer
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): TBA

Click here to view the full list of events.

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08 Oct
10/08/2024    
3:00 pm - 4:30 pm
Speaker: Krystalynn Schlegel, CLU®, ChFC®, CLTC®, AEP®, Partner, MG Schlegel and Associates Strategic Partner: Stonecrest Details/Register
19 Oct
10/19/2024    
9:30 am - 5:00 pm
We are looking for CFP® professionals and logistics volunteers! Sign up to volunteer here -  https://www.bayareafinancialplanningdays.org/volunteer Reach out to Sydney Woodward at sydney@yebu.com with questions! [...]
Events on 10/08/2024
08 Oct
8 Oct 24
San Francisco
Events on 10/19/2024
19 Oct

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2025 is on the horizon and coming up quickly! Plans are in process for making this new year for FPA SF the best yet. Come join Jacob Quiroz, Reed Nothwang, and the rest of the programs planning committee for the 2025 FPA SF Programming Planning Meeting to share your thoughts on topics you want to see, speakers you want to hear from, and the things that are important to you!

Taking place: Friday, October 4th from 12pm-1pm.

Located at: Newmark Office, 1 Sansome Street, Floor 41, San Francisco, CA 94104

Reach out to Jacob and Reed with any questions on the event!
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Natural disasters, legislation changes, significant premium increases, widespread nonrenewals, and more have left advisors all asking the same question: What the heck is going on in the California Property Insurance Market?! Come join us next Tuesday to find out, as Ramona Johanneson with the Arthur J. Gallagher & Co. Insurance Brokers of California takes us through the State of the California Property Insurance Market.

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Whether you are thinking about retiring soon or you are just starting to build your business, it's always a good time to start Becoming Succession Ready! Join us at the SF Italian Athletic Club on Tuesday, March 12th to hear Brooklyn Brock share her knowledge and expertise, so that you can begin preparing The Journey Before the Destination! ... See MoreSee Less

CHAPTER MEETING
Tuesday, Oct 10, 2023 @ 3-4:30pm
Supporting Clients’ Charitable Intentions
Speaker:
Erinn Andrews, CEO
GiveTeam

San Francisco Italian Athletic Club, San Francisco CA
*Topic has been approved for CFP Board for 1.0 hour of CE credit.

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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! (September 2024)

We welcome our newest members and look forward to building our local community together! River Galland, Waypoint Wealth Partners James Lowe, CFP® Katherine McGee, Shepherd Street Advisors Jill Rea, Jill Rea Consulting, Inc. Christina Steinberg, CFP®, Fidelity Kaden...

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Thank You To Our Strategic Partners

Platinum Strategic Partners

 
 

 

Silver Strategic Partners