Thank You to Our Platinum Strategic Partners

Thank You to Our Silver Strategic Partners

Premier Professional Organization for Bay Area Financial Planners

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 (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.


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
5:00 pm - 6:30 pm
Webinar - FPA Happy Hour: Navigating through World Events as Financial Advisors

Panelists: Diane Bourdo, CFP® President of the Humphrey’s Group
Dr. Dave Yeske, CFP®, Managing Director, Yeske Buie
Kacy Gott, CFP®, Meritas Wealth Management

11:00 am - 12:00 pm
Partner Webinar - Help Your Clients Mitigate Sequence Risk During a Stormy Economy

Strategic Partner – Reverse Mortgage Funding, LLC

3:00 pm - 4:30 pm
Webinar - Planning Opportunities Right Now

Panelists: TBA

3:00 pm - 4:30 pm
Webinar - SECURE + CARE

Speaker(s): TBA

3:00 pm - 4:30 pm
Webinar - Economic Update

Speaker(s): TBA

Click here to view the full list of events.

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3 months ago

FPA of San Francisco

We had a great first meeting of 2020 San Francisco Italian Athletic Club! Omar Aguilar, Ph.D., Senior Vice President and Chief Investment Officer of Equities and Multi-Asset Strategies from Charles Schwab Investment Management shared his Global Market Outlook with a Behavioral Finance Perspective.

Thank you to our Platinum Strategic Partner for this meeting: Mutual of Omaha Mortgage and Homa Rassouli at Mutual of Omaha Mortgage - Reverse!
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4 months ago

FPA of San Francisco

What Does the Journal of Financial Planning Mean to You? ... See MoreSee Less

4 months ago

FPA of San Francisco

Happy 50th anniversary to the #financialplanning profession! ... See MoreSee Less

7 months ago

FPA of San Francisco

Our 2019 FPA of San Francisco President, Kate Wilusz, and 2020 President, Nasira Iqbal, share where the chapter has been and where the chapter is going. Tune in to hear about some recent updates and an outlook for the future of our meetings and events. Thank you for being a member of our chapter! We look forward to seeing you soon. ... See MoreSee Less

11 months ago

FPA of San Francisco

After what is sure to be a great meeting and event this afternoon, we have another #FPASF event this week, a sponsored webinar (ONE CE CREDIT available):

Thursday, May 16, 2019
12:00 pm - 1:00 pm

Topic: Modeling Home Equity Conversion Mortgages (HECMs) in MoneyGuidePro®

Register here:

Are all of your clients in the Confidence Zone? If not, join Mary-Alice Cárdenas - RMF for a special webinar when she will introduce how financial planners can add home equity to their older clients' risk-management strategy planning. During the webinar, Mary-Alice will include a MoneyGuidePro® demonstration featuring strategies for managing retirement goals and cash requirements while increasing your clients' probability of success - all while utilizing the FHA-insured* Home Equity Conversion Mortgage (HECM), more commonly known as a reverse mortgage.

Attendees will learn how to use the "What If" worksheet to add reverse mortgage funds to a client's retirement plan, and how to reduce the amount of cash they hold in retirement cash reserves. There will also be a brief overview of the HECM program and the pros and cons of reverse mortgages, as well as a review of their four common uses in retirement planning.

Who should attend? Financial planners who are "open" to new ideas for improving their clients' probability of success, and who have older clients meeting any of the following criteria:

* Clients age 62+ with plans at-risk
* Clients age 62+ with no long-term care insurance
* Clients age 62+ still making mortgage payments
* Clients age 62+ planning on purchasing a new home with
traditional financing

Please Note: One CE credit will be provided for CFP, RICP, CLU and ChFC designations.

*This material has not been reviewed, approved or issued by HUD, FHA or any government agency. The company is not affiliated with or acting on behalf of or at the direction of HUD/FHA or any other government agency.
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11 months ago

FPA of San Francisco

We look forward to seeing you at The SF Italian Athletic Club this afternoon for two great events!

First, our chapter meeting Inside "The Mind of An Insurance Underwriter: Helping Clients Navigate California's Current Underwriting Trends"
with Kyle Cliff, Vice President, HUB International Insurance Services Inc.; Michelle Ortiz-Day, Business Development Manager, Chubb Personal Risk Services; James Pozzi, CFA, AVP, Regional Underwriting Manager, PURE Insurance

The chapter meeting will be from 4pm-6pm PT

Then, from 6pm-8pm PT, we'll be hosting a networking mixer for good conversations, community building, and (hopefully) some smiles and laughs!
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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.

About the FPA

The Financial Planning Association (FPA) is the membership association for nearly 30,000 CFP® professionals, financial planners, investment specialists and associated professionals. FPA of San Francisco is a dynamic association with over 500 members.

News & Updates

FPASF Announces the 2020 Board Nominees

Below you will find the proposed slate for the 2020 FPASF Board of Directors. The individuals listed have been nominated and the membership will be asked to vote on the proposed slate at the December 10th meeting. In compliance with the Chapter Bylaws, additional...

read more

Thank You To Our Strategic Partners

Platinum Strategic Partners



Silver Strategic Partners


Vert Asset Management