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 |
|---|---|
|
05/14/2024 3:00 pm - 4:30 pm |
FPA SF Talks Politics & Markets with DFA’s Apollo Lupescu
San Francisco Italian Athletic Club, San Francisco CA Speaker(s): Apollo Lupescu, Vice President of Dimensional Fund Advisors (DFA) |
|
06/11/2024 3:00 pm - 4:30 pm |
Real Estate Tax Planning, Prop 19
San Francisco Italian Athletic Club, San Francisco CA Speaker(s): TBA |
|
08/13/2024 3:00 pm - 4:30 pm |
TBA
San Francisco Italian Athletic Club, San Francisco CA Speaker(s): TBA |
|
09/04/2024 6:45 pm - 8:30 pm |
Join Us for Some Member Fun at a Giants Game! |
|
09/10/2024 3:00 pm - 4:30 pm |
TBA
San Francisco Italian Athletic Club, San Francisco CA Speaker(s): TBA |
Follow us on Twitter
Follow us on FaceBook
No more posts
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
Congratulations to our Members Celebrating Milestones! (April 2024)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Tiffany Blaho, CFP®, Bell Investment Advisors, Inc. 10 Years P. Nathen Banne, CFP®, ChFC, Mass Mutual
Welcome New Members! (March 2024)
We welcome our newest members and look forward to building our local community together! Nicholas Atkeson, Delta Investment Management Heather Bhide Jessie Couper James Curran, AIF, Curran & Lewis Invest Management, Inc. Adam Gould, CFP® Andrew Houghton, Delta...
Congratulations to our Members Celebrating Milestones! (March 2024)
We truly appreciate our members and celebrate this important milestone with them! 10 Years Jacqueline Remar, CFP®, Meritas Wealth Management, LLC 15 Years Talia Pierluissi, CFP®, Tom Zachystal, CFA, CFP®, IAM 20 Years Rebecca Crandall, CFP®, Tax Office SF 25 Years...
Thank You To Our Strategic Partners
Platinum Strategic Partners
 |
 |
 |
 |
 |
 |
 |
|
Silver Strategic Partners
 |
 |
 |
 |