Thank You to Our Platinum Strategic Partners

Thank You to Our Silver Strategic Partners

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
08/11/2020
3:00 pm - 4:30 pm
Webinar - Re-Open Does Not Mean Recovery

Speaker(s): Don Rissmiller, Founding Partner, Strategas Securities, LLC

09/08/2020
4:00 pm - 6:00 pm
How Prospecting and Client Engagement Will Change Moving Forward

Speaker(s): Julie Littlechild, Absolute Engagement

09/08/2020
6:00 pm - 8:00 pm
Member Appreciation Event - PENDING
10/13/2020
2:00 pm - 6:00 pm
Social Security & Medicare

Speaker(s): Elaine Floyd, Horsemouth

10/24/2020
9:00 am - 3:00 pm
San Francisco Financial Planning Day

More details to follow as we get closer to the event date

Click here to view the full list of events.

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Upcoming Strategic Partner (SP) webinar! 5/19/20 11:30-12:30PT "Incorporating the Housing Asset in Retirement Planning" w/Shelley Giordano brought to you by our Platinum SP Mutual of Omaha Mortgage Homa (Nadjafi) Rassouli- HECM Reverse Mortgage Specialist Register NOW: buff.ly/3dV7sHd more about Homa here: buff.ly/3cPnHFi ... See MoreSee Less

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.

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Thank You To Our Strategic Partners

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Silver Strategic Partners

 

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