3:00 pm - 4:30 pm
VIRTUAL CHAPTER MEETING - Application of Psychology in Financial Planning
Speaker(s): Brendan Frazier, Founder of Wired Planning & Host of the Human Side of Money Podcast
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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.
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
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....
We welcome our newest members and look forward to building our local community together! Timothy Connolly, Griffin Black Zach Feece Grace Wiedmeyer, Aspiriant Lauren Wright, Financial Professionals Group
We welcome our newest members and look forward to building our local community together! George Berry, CFP®, First Republic Bank Rachel Shin, CFP®, Yeske Buie Cristi Tanner, Meritas Wealth Management