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
Securities Fraud
53rd Annual FPA NorCal Conference
FPA NexGen NorCal Reception
New Frontiers in Equity Compensation: SAFEs, 10b5-1 Plans, and Modeling Performance Based RSUs
Tax Planning through Entities
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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! (April 2025)
We truly appreciate our members and celebrate this important milestone with them! 15 Years David Ferguson, CFP®, Laird Norton Wetherby 20 Years Peter Karp, Composition Wealth 25 Years Ceci Brunner-Pierce, CFP®, Wells Fargo Bank Andrew Hamilton, CFP®, Aspiriant,...
Welcome New Members! (March 2025)
We welcome our newest members and look forward to building our local community together! Barbara Dugan Jon Pettinelli, Pettinelli Financial Partners Mario Stadtlander, CFP® Matt Shriber, CFP®, LPL
Welcome New Members! (February 2025)
We welcome our newest members and look forward to building our local community together! Tiffany Lessler, FPQP, Summitry George McFaden
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