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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12/10/2024 3:00 pm - 6:00 pm |
Joint Event with FPA San Francisco & FPA East Bay - Earning Client and COI Referrals: A Hands-On Session
San Francisco Italian Athletic Club, San Francisco CA FPA San Francisco and FPA East Bay Chapters Present an Exceptional Education Session and Holiday Networking Event Speaker(s): Dan Allison, Founder and CEO of the Feedback Marketing Group, Advisor Development Community, and The Exchange Advisor Development Platform. Agenda: |
12/10/2024 4:30 pm - 6:00 pm |
Holiday Reception Mixer
San Francisco Italian Athletic Club, San Francisco CA Speaker(s): TBA |
01/14/2025 3:00 pm - 4:30 pm |
A Steady View For Uncharted Times: Economic Forecast For 2024
San Francisco Italian Athletic Club, San Francisco CA Speaker(s): Gabriela Santos, Chief Market Strategist of the Americas, J.P, Morgan Asset Management |
03/11/2025 7:30 am - 3:00 pm |
FPA CA Sacramento Advocacy Day
California State Capital, Sacramento CA 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 March 11, 2025. This is our 13th annual visit to “the Hill”. I urge you to join your fellow FPA members from around the state to meet with your elected representatives. Registration opens soon |
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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. 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! (November 2024)
We welcome our newest members and look forward to building our local community together! Kerlyn Larissa Marques Correia Henry Reed Po Teng, CFP® Lily Vittayarukskul, Waterlily Bau-Lin Yueh
Congratulations to our Members Celebrating Milestones! (December 2024)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Adam Schneiberg, MBA, Shepherd Street Advisors Thomas Baker, CFA, JD, MBA, Blue Oak Capital, LLC 25 Years M. C. Duboscq CFP®, The Mather Group ...
Congratulations to our Members Celebrating Milestones! (November 2024)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Daniel Smyth, CFP®, North Berkeley Wealth Management 10 Years Michelle Raczek,CFP®, Charles Schwab 20 Years Alexander Gangl, CFA, CFP®, CPWA® 25 Years Terri Lyders, CFP®, MST,...
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