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 |
---|---|
01/21/2021 5:30 pm - 7:30 pm |
NexGen - Negotiations 101: How to Advocate for Your Clients (and Yourself)
Speaker(s): Shawn Tydlaska, CFP®, MBA |
02/09/2021 3:00 pm - 4:30 pm |
TBD - VIRTUAL CHAPTER MEETING
Speaker(s): TBD |
03/09/2021 3:00 pm - 4:30 pm |
TBD - VIRTUAL CHAPTER MEETING
Speaker(s): TBD |
05/11/2021 3:00 pm - 4:30 pm |
TBD - VIRTUAL CHAPTER MEETING
Speaker(s): TBD |
06/08/2021 3:00 pm - 4:30 pm |
TBD - VIRTUAL CHAPTER MEETING
Speaker(s): TBD |
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FPA Virtual Externship | Financial Planning Association
www.financialplanningassociation.org
Let’s Change Tomorrows. Let’s Start Today. | Financial Planning Association
www.financialplanningassociation.org
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
FPASF 2021 Board Nominees Announced
Click here for the full 2021 Board Slate
Congratulations to Our Members Celebrating Milestones! (August Edition)
FPA of San Francisco thanks our amazing members for their continued support and commitment to the chapter! 5 Years - Sophie Lee, CFP®, Cypress Wealth Advisors / Helen Dietz, CFP®, Stanford Investment Group Inc. 10 Years - William Callahan, CFA, CFP®, Callahan...
Congratulations to Our Members Celebrating Milestones! (July Edition)
FPA of San Francisco thanks our amazing members for their continued support and commitment to the chapter! 5 Years - Andrew Stewart, CFP®, NWF Advisory Services, Inc. 20 Years - Barry Taylor CFP®, Sand Hill Global Advisors /Orlando Antonini, CPA/PFS, CFP®, QFP,...