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 |
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09/10/2024 3:00 pm - 4:30 pm |
Advising Tech Wealth
San Francisco Italian Athletic Club, San Francisco CA Speaker(s): Michael Yoder, Founder, Yoder Wealth Management |
09/15/2024 11:00 am - 2:00 pm |
FPA NexGen Picnic
NexGen members from all of the Bay Area chapters are invited to join the NexGen Community for a fun day in the Presidio of San Francisco. We have reserved space at the Presidio Tunnel Tops where we will be playing lawn games and networking with fellow NexGen FPA members. The NexGen Community, whether you are just starting your working career or you are a career changer, is a vital part of the Financial Planning Association. So please join us as we continue to strengthen our community and the future of the FPA.
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09/25/2024 5:30 pm - 7:30 pm |
Volunteer Networking + Pro Bono Training Event
We are excited to be holding the Annual Bay Area Financial Planning Day back in the SF Main Public Library this year! In celebration of our wonderful pro bono community getting back in person, we will be holding a networking and pro bono training event on September 25th from 5:30pm to 7:30pm. The first 45 minutes of the event will be networking over snacks and beverages. The second half of the event will be a training session, led by our very own pro bono extraordinaire, Nasira Iqbal. This session is approved for 1 hour of CE. TO REGISTER FOR THIS EVENT – https://lp.constantcontactpages.com/ev/reg/4mfrcxj SIGN UP TO BE A VOLUNTEER – https://www.bayareafinancialplanningdays.org/volunteer Reach out to Sydney Woodward at sydney@yebu.com with questions! |
10/08/2024 3:00 pm - 4:30 pm |
TBA
San Francisco Italian Athletic Club, San Francisco CA Speaker(s): TBA |
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!
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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
Congratulations to our Members Celebrating Milestones! (September 2024)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Laura Pantaleo, Wetherby Asset Management 10 Years Joseph Kuo, CFP®, MBA, Farther Finance 15 Years Kelly Kane, CFP®, Broadwing Capital Advisors, Inc Jessica Lanning, CFP®,...
Welcome New Members! (August 2024)
We welcome our newest members and look forward to building our local community together! Paula Best, CFP®, UBS Morgan Bromstad, CFP®, Luminis Management Jacqueline Liao William Promes Maria Quintana-Pilling Suet Yee Wong
Congratulations to our Members Celebrating Milestones! (August 2024)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Shannen Paul Jacob Quiroz, BakerAvenue Wealth Management 15 Years Mark Keating, CFP®, Willow Creek Wealth Management 20 Years Jacquelin Thomson, EA, ChFC, CFP®, Anspach Financial...
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