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 |
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05/25/2022 2:00 pm - 4:00 pm |
VIRTUAL MEETING - ETHICS
Speaker(s): Marguerita Cheng, CFP®, Chief Executive Officer, Blue Ocean Global Wealth |
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06/01/2022 6:00 pm - 8:00 pm |
FPA NexGen NorCal Reception
Location: Palace Hotel, San Francisco in the French Parlor, 2nd Floor |
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06/14/2022 3:00 pm - 4:30 pm |
IN PERSON CHAPTER MEETING - A Primer on Personalized Indexing
San Francisco Italian Athletic Club, San Francisco CA Speaker(s): Nitin M. Barve, CFA, Director, Portfolio Analysis, Advice Tools & Policy, Schwab Center for Financial Research |
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08/09/2022 3:00 pm - 4:30 pm |
CHAPTER MEETING - Tax Planning for Equity Compensation, SPAC
Speaker(s): TBD |
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09/13/2022 3:00 pm - 4:30 pm |
CHAPTER MEETING - China and Emerging Markets
Speaker(s): TBD |
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FPA NORCAL - Registration ends Tuesday, May 17th for the 2022 FPA NorCal Conference Live In-Person at The Palace Hotel! The conference will be held Tuesday, May 31st and Wednesday, June 1st![]()
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Join us for this year’s 50th Anniversary Conference with an amazing lineup of speakers and informative sessions. To see their topics and about the speakers, click here: www.fpanorcal.org/![]()
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We are proud to say that Michael Kitces recommends the 2022 FPA NorCal Conference as "the best overall financial planning conference."![]()
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Why attend FPA NorCal? Here's 3 reasons from Carolyn McClanahan,![]()
one of our favorite speakers!![]()
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lnkd.in/gErTPvpX
Advocacy Day AUGUST 23rd in Sacramento:![]()
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Hello FPA Members!![]()
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Financial Planning as a profession is at a critical juncture. New laws, rules and regulations concerning our profession are being put into place across the country, with or without the input of Financial Planners.![]()
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While the Legislators' intentions of protecting investors from predators may come from a good place, some of the proposals will have unintended consequences.![]()
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The Financial Planning Association of California asks you to step up and join our advocacy efforts to let legislators and regulators know FPA opinions on proposed legislation and our profession.![]()
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We are going to Sacramento on August 23rd, 2022. This is our 10th annual visit to "the Hill". I urge you to join your fellow FPA members from around the state to meet with your elected representatives.![]()
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FPA of California events will comply with the current Local, State and Federal requirements.![]()
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Why is your participation important? Without you (a constituent who lives in the district) we are unable to meet with your Senator or Assemblymember. We must comment on current bills and policies that are most important to Financial Planners and help protect our clients. These conversations will help determine the future of our profession. These meetings help us build strong relationships with elected officials and their staff. Please mark your calendar now to participate in a fun and exciting day in support of our profession.![]()
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To register for the August 23rd, 2022 Advocacy Day, please complete the online form: lnkd.in/g-zmzgqZ![]()
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Note: You will need to supply the names and contact information for your Senator and Assemblymember by August 8th. To find out who they are, here is a link to find your California elected official based on your district of residence (once on their website, click on the Contact Us tab): lnkd.in/gm_Jc4Ax![]()
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August 22nd: You are invited to join us in Sacramento on Monday night. FPA of California is hosting a dinner for all Advocacy Day participants at The Rio City Café, on the Riverwalk near the Embassy Suites. Click here to register to attend the dinner: lnkd.in/g6QfEm8f![]()
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Also, we have a block of rooms at a discounted rate at the Embassy Suites - available on a first come, first served basis for members who need to arrive Monday night to be ready for the 7:00am Tuesday morning training meeting. ![]()
To book your hotel, please use one of the methods below. Please note that in order to get the reduced rate you will need to make your reservations by July 27, 2022, as the hotel sells out every year. Please be sure edit your hotel dates to indicate you stay from 8/22 to 8/23.![]()
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1. Use the link below: www.hilton.com/en/book/reservation/deeplink/?ctyhocn=SACESES&groupCode=CESFPA&arrivaldate=2022-08...![]()
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2. Call (916) 326-5000 and let the Front Desk Agent know you would like to make a reservation under the FPA of California discounted rate.![]()
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3. Go to: www.sacramento.embassysuites.com and make a reservation using the group/convention code: FPA. ![]()
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August 23: We meet in the Embassy Suites near the Capitol and Riverwalk for a hosted breakfast and orientation at 7:00am. Then we head to the Capitol for visits with our State Senators and/or Assembly Members.![]()
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Are you new to Advocacy? Not to worry, we usually send 2 to 3 members to each legislator office to meet in a tag team approach. You will have a team to support you.![]()
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We offer FINANCIAL SUPPORT. The FPA of California is committed to helping our members engage in Advocacy Day on behalf of the Financial Planning Association. While we are asking you to take a day off work and volunteer your time, we are pleased to be able to defer some of the travel and hotel costs (available to the first 30 members who register to join us in Sacramento.) For specifics on the financial support available this year, please speak to your chapter Director of Advocacy.![]()
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Register now to participate in a powerful and exciting day participating in the democratic process in support of our profession. We look forward to another successful Advocacy Day!![]()
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Sincerely,![]()
Catherine![]()
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Catherine Magaña![]()
2022 President, FPA of California ![]()
Email: president@fpaca.org ![]()
Website: www.fpaca.org
Join us for our first IN-PERSON chapter meeting of the year! Tuesday, May 10, 2022 at San Francisco Italian Athletic Club (1630 Stockton St.) at 3pm. We'll hear a great session from Toussaint Bailey, Founder & CEO of Uplifting Capital, on Expanding Humanity in the Wealth Management Workspace.![]()
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This conversation will take the participant on a journey of empathic feeling, self-discovery, and inspired action. The participant will journey from overwhelm and potentially helplessness into discovering their existing superpowers that can be used immediately to affect change. The intention is to positively impact the DEI challenges many firms are facing while leaving the individuals who are meeting them feeling uplifted rather than drained. Solutions exist within each of us, they just need to be discovered. ![]()
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And join us immediately after the meeting for HAPPY HOUR! ![]()
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Proof of vaccination or negative COVID test required. ![]()
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We are so looking forward to seeing everyone again after so long!![]()
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REGISTER NOW: events.r20.constantcontact.com/register/event?oeidk=a07ej44p6ch48a5230e&llr=bqlzdklab
Schwab Advisor Services and the Charles Schwab Foundation are committed to the future of our industry and will be awarding twelve $10,000 scholarships to undergraduate students seeking a major or minor in financial planning or for undergraduate students that can demonstrate their commitment to a career in the RIA industry. At least half of these scholarships will be awarded to underrepresented and diverse recipients. Learn more and apply by June 2! #ria #scholarship![]()
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advisorservices.schwab.com/riata-student-scholarship
RIA Talent Advantage® Student Scholarship
advisorservices.schwab.com
Interested in participating in Advocacy Day on 8/24 in Sacramento? See below:![]()
![]()
Hello FPA Members!![]()
![]()
Financial Planning as a profession is at a critical juncture. New laws, rules and regulations concerning our profession are being put into place across the country, with or without the input of Financial Planners.![]()
![]()
While the Legislators' intentions of protecting investors from predators may come from a good place, some of the proposals will have unintended consequences.![]()
![]()
The Financial Planning Association of California asks you to step up and join our advocacy efforts to let legislators and regulators know FPA opinions on proposed legislation and our profession.![]()
![]()
We are going to Sacramento on August 24th, 2021. This is our 8th annual visit to "the Hill". I urge you to join your fellow FPA members from around the state to meet with your elected representatives.![]()
![]()
FPA of California events will comply with the current Local, State and Federal requirements.![]()
![]()
Why is your participation important? Without you (a constituent who lives in the district) we are unable to meet with your Senator or Assemblymember. We must comment on current bills and policies that are most important to Financial Planners and help protect our clients. These conversations will help determine the future of our profession. ![]()
![]()
To register for the August 24th, 2021 Advocacy Day, please complete the online form: events.r20.constantcontact.com/register/eventReg?oeidk=a07ehz4742saf7c409e&oseq=&c=&ch=![]()
![]()
Note: You will need to supply the names and contact information for your Senator and Assemblymember by August 9th. To find out who they are, here is a link to find your California elected official based on your district of residence (findyourrep.legislature.ca.gov/ once on their website, click on the Contact Us tab) ![]()
![]()
August 23rd: You are invited to join us in Sacramento on Monday night. FPA of California is hosting a dinner for all Advocacy Day participants at The Rio City Café, on the Riverwalk near the Embassy Suites. Register here (events.r20.constantcontact.com/register/eventReg?oeidk=a07ehz4acsza7631569&oseq=&c=&ch= ) to attend the dinner. ![]()
![]()
Also, we have a block of rooms at a discounted rate at the Embassy Suites - available on a first come, first served basis for members who need to arrive Monday night to be ready for the 7:00am Tuesday morning training meeting. More info for Embassy Suites reservations will be provided in late June.![]()
![]()
August 24th: We meet in the Embassy Suites near the Capitol and Riverwalk for a hosted breakfast and orientation at 7:00am. Then we head to the Capitol for visits with our State Senators and/or Assembly Members. ![]()
![]()
Are you new to Advocacy? Not to worry, we usually send 2 to 3 members to each legislator office to meet in a tag team approach. You will have a team to support you. ![]()
![]()
We offer FINANCIAL SUPPORT. The FPA of California is committed to helping our members engage in Advocacy Day on behalf of the Financial Planning Association. While we are asking you to take a day off work and volunteer your time, we are pleased to be able to defer some of the travel and hotel costs (available to the first 30 members who register to join us in Sacramento.) For specifics on the financial support available this year, please speak to your chapter Director of Advocacy. ![]()
![]()
Register now to participate in a powerful and exciting day participating in the democratic process in support of our profession. We look forward to another successful Advocacy Day!![]()
![]()
Sincerely,![]()
Steve![]()
![]()
Steve Carder![]()
2021 President, FPA of California ![]()
Email: president@fpaca.org ![]()
Website: www.fpaca.org
events.r20.constantcontact.com
FPA of San Francisco updated their phone number.
www.facebook.com
The Financial Planning Association Virtual Externship is well underway and it's an amazing opportunity - over 900 externs this year! And at least one special #FPASF Extern, Louis Wellmeier! Louis received the FPASF Scholarship to participate in the externship this year.![]()
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"The FPA of San Francisco has been remarkably supportive in my efforts to achieve my professional calling as a Financial Life Planner. I'm incredibly grateful for the opportunity to gain valuable hands-on experience via the FPA externship!" - Louis Wellmeier, J.D.
Have you registered for our upcoming FPASF June Chapter Meeting yet? Don't miss out on this great session on Tuesday 6/8!![]()
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Tales from the Front Line of the War on Cybersecurity – A Fireside Chat with Two RIA Industry Security Experts![]()
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Speaker(s):![]()
1. Nate Baumsteiger, Principal NS. Baumsteiger Consulting![]()
2. Patrick Hennessey, Director of Technology Consulting Charles Schwab and Co., Inc. ![]()
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Moderator:![]()
Adam Schneiberg, Shepherd Street Advisors![]()
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Top 3 benefits of attending our fireside chat:![]()
1. Gain a better understanding of the risks RIA firms and their clients face![]()
2. Learn steps you can take immediately and over time to protect your firm’s and clients’ private information![]()
3. Your chance to ask your burning cybersecurity questions and get answers![]()
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REGISTER NOW here events.r20.constantcontact.com/register/event?oeidk=a07ei0loa9ac609a18f&llr=bqlzdklab
6-8-21 - Tales from the Front Line of the War on Cybersecurity - A Fireside Chat
events.r20.constantcontact.com
THANK YOU to our wonderful 2021 FPASF Strategic Partners! Looking for a great resource for you or your clients? Check out our Strategic Partners here and find their contact information here: www.fpasf.org/strategic-partners/
We're pleased to announce that Carmetta Joyner is this year's FPASF scholarship recipient! She is also our FPASF Director of Diversity and Inclusion. Congratulations, Carmetta!
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! (April 2022)
We welcome our newest members and look forward to building our local community together! Michael Bristow, MSFA, Tamalpais Asset Management, LLC George Paul
Congratulations to our Members Celebrating Milestones! (May 2022)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Kristie Cahill, CFP®, Haven Wealth Management Hallie Kraus, CFP®, CRPC, The Humphreys Group 10 Years Russell Kroeger, CFP®, EA, Upstart Wealth Management Lauren Stansell, CFP®,...
Congratulations to our Members Celebrating Milestones! (April 2022)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Cheryl Gross, EA, CFP®, Raub Brock Capital Management Matthew Munro, CFP® 10 Years John Metallic, CFP®, Charles Schwab & Co., Inc. 15 Years Kristin Harad, CFP® 25 Years David...
Thank You To Our Strategic Partners
Platinum Strategic Partners
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Silver Strategic Partners
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