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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07/27/2021 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
Speaker(s): Beth Miller-Rowe, Branch Manager, The Reverse Mortgage Group, Phil Walker, VP, Finance of America Reverse *Offering 2.0 CE credits for CFPs
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08/10/2021 3:00 pm - 4:30 pm |
VIRTUAL CHAPTER MEETING - Equity Compensation – Guiding Your Clients Through Their Options
Speaker(s): Russell Kroeger, CFP®, EA, Steven Press CPA, CFE |
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09/14/2021 3:00 pm - 4:30 pm |
VIRTUAL CHAPTER MEETING - TBD
Speaker(s): TBD |
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10/12/2021 3:00 pm - 4:30 pm |
VIRTUAL CHAPTER MEETING - Medicare Mis-Steps: What to Avoid & What Your Clients Need to Know
Speaker(s): Joanne Giardini-Russell, Owner, Giardini Medicare |
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11/09/2021 3:00 pm - 4:30 pm |
VIRTUAL CHAPTER MEETING - TBD
Speaker(s): TBD |
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6-8-21 - Tales from the Front Line of the War on Cybersecurity - A Fireside Chat
events.r20.constantcontact.com
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
Congratulations to our Members Celebrating Milestones! (June 2021)
We truly appreciate our members and celebrate this important milestone with them! 5 Jena Regan, CFP® 10 Steve Herzog, CFP®, Wetherby Asset Management 15 Cynthia Venturelli, Sullivan and Serwitz 20 Kathleen Hentges, CFP®, Applied Advisor
Welcome New Members! (May 2021)
We welcome our newest members and look forward to building our local community together! Virada Chatikul Justin Levy, CFP®, Federated Hermes Madison Macha Don Maxon, CFP®, MSFP, Maxon Financial, RIA Elizabeth Pulido, Private Ocean Grant Ronberg Lori Whitney, CFP®,...
Congratulations to our Externship Scholarship Winner, Louis Wellmeier, JD!
FPA of San Francisco is excited to award Louis Wellmeier, J.D. with this year's FPA Externship Scholarship! The chapter is glad to assist you on your financial journey. "The FPA of San Francisco has been remarkably supportive in my efforts to achieve my professional...
Thank You To Our Strategic Partners
Platinum Strategic Partners
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Silver Strategic Partners
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