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
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04/27/2021 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, Beth Miller-Rowe |
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05/11/2021 3:00 pm - 4:30 pm |
VIRTUAL CHAPTER MEETING - Trends, Opportunities & Challenges in ESG Investing
Panelists: Rachel Freeman (they/them), AIFA®, Director of Investor Relations, Adasina Social Capital, Dan Carreno, CIMA®, Executive Vice President, Business Development, Change Finance, PBC, Rawson Gulick, CFP®, CAIA, Wealth Advisor, Willow Creek Wealth Management |
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06/08/2021 3:00 pm - 4:30 pm |
VIRTUAL CHAPTER MEETING - TBD
Speaker(s): TBD |
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08/10/2021 3:00 pm - 4:30 pm |
VIRTUAL CHAPTER MEETING - TBD
Speaker(s): TBD |
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09/14/2021 3:00 pm - 4:30 pm |
VIRTUAL CHAPTER MEETING - TBD
Speaker(s): TBD |
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3-9-21 - Consolidated Appropriations Act, 2021: What Advisors Should Know About The Latest Stimulus
events.r20.constantcontact.com
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! (March 2021)
We welcome our newest members and look forward to building our local community together! Jerrod Foster, CFP® Michael Strohl, CFP®, Open Advisors
Congratulations to our Members Celebrating Milestones! (April 2021)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Jennifer Hicks, CFP®, Wetherby Asset Management 10 Years Leslie Miller, MBA, Miller Pacific Financial Advisors Wade Pitts, CFP®, Fort Point Capital Partners 20 Years James...
Welcome New Members! (February 2021)
We welcome our newest members and look forward to building our local community together! Spencer Terris, Parallel Advisors Kaden Wootton,Meritas Wealth Management
Thank You To Our Strategic Partners
Platinum Strategic Partners
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Silver Strategic Partners
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