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
06/09/2020
3:00 pm - 4:30 pm
Webinar - How the SECURE Act Changes Retirement (and Other) Planning

Speaker(s): Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA, Director, Advisor Education, Kitces.com, CEO and Director of Financial Planning, BluePrint Wealth Alliance, LLC
Details/Register

08/11/2020
3:00 pm - 4:30 pm
Webinar - Economic Update

Speaker(s): TBA

09/08/2020
4:00 pm - 6:00 pm
Learnings From Recent IPOs in 2019
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): TBD

09/08/2020
6:00 pm - 8:00 pm
Member Appreciation Event
San Francisco Italian Athletic Club, San Francisco CA
10/13/2020
2:00 pm - 6:00 pm
Social Security/Medicare
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): TBD

Click here to view the full list of events.

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Upcoming Strategic Partner (SP) webinar! 5/19/20 11:30-12:30PT "Incorporating the Housing Asset in Retirement Planning" w/Shelley Giordano brought to you by our Platinum SP Mutual of Omaha Mortgage Homa (Nadjafi) Rassouli- HECM Reverse Mortgage Specialist Register NOW: buff.ly/3dV7sHd more about Homa here: buff.ly/3cPnHFi ... See MoreSee Less

4 months ago

FPA of San Francisco

We had a great first meeting of 2020 San Francisco Italian Athletic Club! Omar Aguilar, Ph.D., Senior Vice President and Chief Investment Officer of Equities and Multi-Asset Strategies from Charles Schwab Investment Management shared his Global Market Outlook with a Behavioral Finance Perspective.

Thank you to our Platinum Strategic Partner for this meeting: Mutual of Omaha Mortgage and Homa Rassouli at Mutual of Omaha Mortgage - Reverse!
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5 months ago

FPA of San Francisco

What Does the Journal of Financial Planning Mean to You? ... See MoreSee Less

5 months ago

FPA of San Francisco

Happy 50th anniversary to the #financialplanning profession! ... See MoreSee Less

9 months ago

FPA of San Francisco

Our 2019 FPA of San Francisco President, Kate Wilusz, and 2020 President, Nasira Iqbal, share where the chapter has been and where the chapter is going. Tune in to hear about some recent updates and an outlook for the future of our meetings and events. Thank you for being a member of our chapter! We look forward to seeing you soon. ... 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.

About the FPA

The Financial Planning Association (FPA) is the membership association for nearly 30,000 CFP® professionals, financial planners, investment specialists and associated professionals. FPA of San Francisco is a dynamic association with over 500 members.

News & Updates

FPASF Announces the 2020 Board Nominees

Below you will find the proposed slate for the 2020 FPASF Board of Directors. The individuals listed have been nominated and the membership will be asked to vote on the proposed slate at the December 10th meeting. In compliance with the Chapter Bylaws, additional...

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