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FPA of San Francisco

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.

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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.

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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 Details/Register
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

Click here to view the full list of events.

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FPA of San Francisco

2 days ago

We had our first 2021 Board meeting and chapter meeting yesterday! Our board meeting was full of great information on the history of our chapter, roles of various committees and board members, and exciting plans for 2021. We are so appreciative of all of our great board members and their hard work (most of us pictured below).Then, we had a fireside chat with Former U.S. Ambassador to Germany, John Emerson. Rita Lee, our Co-Director of Programs, facilitated a great conversation with John on his experiences as an ambassador and his outlook on coming policy in the new administration. It was an insightful and engaging meeting and we enjoyed hearing John's wisdom and insights! ... See MoreSee Less

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FPA of San Francisco

2 months ago

Block your calendar for 12/8 from 3-4:40pm... we will have OLYMPIAN and 5x Gold Medalist Dana Vollmer speaking to our #FPASF chapter! “Unraveling Superwoman” Event here: www.fpasf.org/fpaevents/local-chapter/Details and register here: events.r20.constantcontact.com/register/event?oeidk=a07ehem1ibw399f93df&llr=bqlzdklab ... See MoreSee Less

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FPA of San Francisco

3 months ago

We are thrilled to share with you our 2020 #FPASF Strategic Partner video. We're so appreciative of our Strategic Partners and we couldn't do what we do without their amazing support. Don't hesitate to contact them if you have any questions they may be able to help you with - they are fantastic resources for us and experts in what they do. ... See MoreSee Less

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FPA of San Francisco

7 months ago

15 Reasons to Renew your Financial Planning Association Membership! ... See MoreSee Less

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FPA of San Francisco

7 months ago

Not yet a member? Here are the Top 10 Reasons to join Financial Planning Association ... See MoreSee Less

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FPA of San Francisco

7 months ago

June 2020 Take 5 --- Read more about Financial Planning Association rebranding and get some tips/resources! ... See MoreSee Less

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FPA of San Francisco updated their cover photo.

8 months ago

FPA of San Francisco's cover photo ... See MoreSee Less

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FPA of San Francisco updated their profile picture.

8 months ago

FPA of San Francisco ... See MoreSee Less

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FPA of San Francisco

8 months ago

Have you registered for the FPA Virtual Externship yet? If it doesn't apply to you, share with someone who might be the perfect fit and benefit from this amazing experience!www.financialplanningassociation.org/learn/externship?utm_source=linkedin&utm_medium=social&utm_c...During the course of 8 weeks, externs and program attendees will receive in-depth and expert trainings on:🟡Investment Planning🟡Insurance and Risk Management Planning🟡Client Communication & Care🟡Cash Flow Planning🟡Student Loan Planning and College Planning🟡Retirement Planning🟡Tax Planning🟡Estate PlanningRegistration closes and training starts June 1!𝘗𝘰𝘸𝘦𝘳𝘦𝘥 𝘣𝘺 𝘛𝘋 𝘈𝘮𝘦𝘳𝘪𝘵𝘳𝘢𝘥𝘦 𝘢𝘯𝘥 𝘧𝘦𝘢𝘵𝘶𝘳𝘪𝘯𝘨 𝘍𝘪𝘯𝘛𝘦𝘤𝘩 𝘱𝘢𝘳𝘵𝘯𝘦𝘳 𝘦𝘔𝘰𝘯𝘦𝘺 ... See MoreSee Less

FPA Virtual Externship | Financial Planning Association

www.financialplanningassociation.org

FPA of San Francisco

8 months ago

Check out our new profile pic! Have you seen the new www.financialplanningassociation.org yet?Financial Planning Association"We’re excited to announce the launch of financialplanningassociation.org and our new brand identity, which were created with you in mind. We hope you agree that this new look and feel—along with our brand mantra of Change Tomorrows™—speaks to who we are today, and who we will be moving forward. Let us know what you think! If you'd like to share your feedback about the new site and messaging, submit a ticket in the new FPA User Portal at help.onefpa.org/ ." ... See MoreSee Less

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

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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.

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News & Updates

FPASF 2021 Board Nominees Announced

Nov 18, 2020 | FPASF

Click here for the full 2021 Board Slate

Congratulations to Our Members Celebrating Milestones! (August Edition)

Aug 16, 2020 | FPASF

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)

Jul 13, 2020 | FPASF

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,...

Thank You To Our Strategic Partners

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