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 |
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12/03/2020 1:15 pm - 2:15 pm |
Strategic Partner Webinar - Four Challenges Advisors Face Today: How LG Has Tackled Them
Speaker(s): Chad V. Perbeck, CIMA®, CFP®, Sr. Research Consultant, Litman Gregory Asset Management Peter Sousa, CIMA®, Director of Portfolio Strategies, Principal, Litman Gregory Asset Management |
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12/08/2020 3:00 pm - 4:30 pm |
Webinar - Unraveling Superwoman
Speaker(s): Dana Vollmer, 5X Olympic Gold Medalist, Sports and Wellness Programming Specialist, ELS Architecture and Urban Design, CEO, Dana Vollmer, LLC, Speaker |
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12/08/2020 4:30 pm - 5:30 pm |
Virtual Magic Show & Holiday Social Networking Event
Presenter: Eric Yuhasz |
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12/10/2020 4:00 pm - 6:00 pm |
FPA Silicon Valley - End of Year Celebration with a Gourmet Boutique Chocolate Tasting
Details/Register |
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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
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.
June 2020 Take 5 --- Read more about Financial Planning Association rebranding and get some tips/resources!
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 Planning
Registration closes and training starts June 1!
𝘗𝘰𝘸𝘦𝘳𝘦𝘥 𝘣𝘺 𝘛𝘋 𝘈𝘮𝘦𝘳𝘪𝘵𝘳𝘢𝘥𝘦 𝘢𝘯𝘥 𝘧𝘦𝘢𝘵𝘶𝘳𝘪𝘯𝘨 𝘍𝘪𝘯𝘛𝘦𝘤𝘩 𝘱𝘢𝘳𝘵𝘯𝘦𝘳 𝘦𝘔𝘰𝘯𝘦𝘺
FPA Virtual Externship | Financial Planning Association
www.financialplanningassociation.org
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/ ."
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 to access the full 2021 board slate
Open Board Position – Seeking a Diversity & Inclusion Director
Click here for all of the details
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...
Thank You To Our Strategic Partners
Platinum Strategic Partners
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Silver Strategic Partners
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