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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.

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
02/08/2022 3:00 pm - 4:30 pm	VIRTUAL CHAPTER MEETING - Economic and Markets Speaker(s): TBD Details coming soon
03/08/2022 3:00 pm - 4:30 pm	VIRTUAL CHAPTER MEETING - Nuts & Bolts in EP Speaker(s): TBD Details coming soon
05/10/2022 3:00 pm - 4:30 pm	CHAPTER MEETING - Succession Planning - DEI Speaker(s): TBD Details coming soon
06/14/2022 3:00 pm - 4:30 pm	CHAPTER MEETING - Direct Indexing, SMA, Fractional Investing Speaker(s): TBD Details coming soon
08/09/2022 3:00 pm - 4:30 pm	CHAPTER MEETING - Tax Planning for Equity Compensation, SPAC Speaker(s): TBD Details coming soon

Click here to view the full list of events.

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FPA of San Francisco

7 months ago

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,SteveSteve Carder2021 President, FPA of California Email: president@fpaca.org Website: www.fpaca.org ... See MoreSee Less

August 24, 2021- Advocacy Day

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FPA of San Francisco

7 months ago

FPA of San Francisco updated their phone number.

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FPA of San Francisco

7 months ago

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. "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. ... See MoreSee Less

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FPA of San Francisco

8 months ago

Have you registered for our upcoming FPASF June Chapter Meeting yet? Don't miss out on this great session on Tuesday 6/8!Tales from the Front Line of the War on Cybersecurity – A Fireside Chat with Two RIA Industry Security ExpertsSpeaker(s):1. Nate Baumsteiger, Principal NS. Baumsteiger Consulting2. Patrick Hennessey, Director of Technology Consulting Charles Schwab and Co., Inc. Moderator:Adam Schneiberg, Shepherd Street AdvisorsTop 3 benefits of attending our fireside chat:1. Gain a better understanding of the risks RIA firms and their clients face2. Learn steps you can take immediately and over time to protect your firm’s and clients’ private information3. Your chance to ask your burning cybersecurity questions and get answersREGISTER NOW here events.r20.constantcontact.com/register/event?oeidk=a07ei0loa9ac609a18f&llr=bqlzdklab ... See MoreSee Less

6-8-21 - Tales from the Front Line of the War on Cybersecurity - A Fireside Chat

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FPA of San Francisco

8 months ago

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/ ... See MoreSee Less

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FPA of San Francisco

10 months ago

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! ... See MoreSee Less

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FPA of San Francisco

11 months ago

Have you registered for our March #FPASF mtg yet? We will have Jeff Levine, Kitces.com's Lead Financial Planning NERD (we can all relate, right?!) with us for a deep dive into the Consolidated Appropriations Act. Don't miss out! Register now: events.r20.constantcontact.com/register/event?oeidk=a07ehm3rzbjfabdcb35&llr=bqlzdklab ... See MoreSee Less

3-9-21 - Consolidated Appropriations Act, 2021: What Advisors Should Know About The Latest Stimulus

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FPA of San Francisco

12 months ago

Have you checked out our FPASF website lately? You can find our current Board of Directors and their roles listed; upcoming local, regional, and national FPA events; our Platinum and Silver Strategic Partners (contact information as well as great resources they share like white papers, webinars, commentary, and more), and see our Platinum Strategic Partner of the month (this month it's Homa Rassouli, Reverse Mortgage Specialist with Mutual of Omaha Mortgage!) .Check it out at www.fpasf.orgEvents: www.fpasf.org/fpaevents/ (hover over the "Events" tab to choose local, regional, or national to see a list (vs. a calendar))2021 Strategic Partners:https://www.fpasf.org/strategic-partners/Strategic Partner Circle:https://www.fpasf.org/strategic-partners/sponsor-circle/Board: www.fpasf.org/about/board-of-directors/ ... See MoreSee Less

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FPA of San Francisco

1 years 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

1 years 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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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.

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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

Welcome New Members! (December 2021)

Jan 3, 2022 | FPASF

We welcome our newest members and look forward to building our local community together! Alejandro Aceves Madriz Matt Beck, Brio Financial Group Richard Boyer, CFP®, Empirical Wealth Management Gary Cummings, CFP®, Wells Fargo Advisors Susan Hopkinson, CFA,...

Congratulations to our Members Celebrating Milestones! (January 2022)

Jan 3, 2022 | FPASF

We truly appreciate our members and celebrate this important milestone with them! 5 Years Robert Keane, CFP®, Peninsula Wealth, LLC Christina Kramlich Ramsay Leimenstoll, Bell Investment Advisors, Inc. 15 Years Jeffrey P.Hagerty, MBA, MSFS, CFP® Paul H. Scherf, CFP®,...

Congratulations to our Members Celebrating Milestones! (December 2021)

Dec 5, 2021 | FPASF

We truly appreciate our members and celebrate this important milestone with them! 10 Years Thomas Lo, CFP®, Vested Financial Planning Donald Martini, CFP® 15 Years Nate Eddinger, CFP®, Woven Prosperity® 30 Years Byron Hancock, CFP®, AIF®, Hancock Partners, Inc....

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