Platinum Strategic Partner of the Month

Thank You to Our Silver Strategic Partners

Thank You to Our Platinum Strategic Partners

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

13 May

Securities Fraud

Speaker(s):  James Park, J.D., Professor, UCLA School of Law PLEASE NOTE:  This meeting is on a TUESDAY. We will be meeting UPSTAIRS in the PARKVIEW ROOM at the [...]
27 May

53rd Annual FPA NorCal Conference

05/27/2025 - 05/28/2025    
All Day
The FPA NorCal Conference continues to be the premier destination for financial planners seeking to expand their knowledge, elevate their expertise, and grow their businesses. [...]
28 May

FPA NexGen NorCal Reception

05/28/2025    
5:30 pm - 7:00 pm
The 53rd annual FPA NorCal Conference will be held at the beautiful Palace Hotel in San Francisco on May 27 and 28, 2025.   You are [...]
20 Aug

New Frontiers in Equity Compensation: SAFEs, 10b5-1 Plans, and Modeling Performance Based RSUs

Details coming soon PLEASE NOTE:  This meeting is on a WEDNESDAY. We will be meeting in the BALLROOM at the SF Italian Athletic Club. A Networking [...]
10 Sep

Tax Planning through Entities

Details coming soon PLEASE NOTE:  This meeting is on a WEDNESDAY. We will be meeting in the BALLROOM at the SF Italian Athletic Club.

Click here to view the full list of events.

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2025 is on the horizon and coming up quickly! Plans are in process for making this new year for FPA SF the best yet. Come join Jacob Quiroz, Reed Nothwang, and the rest of the programs planning committee for the 2025 FPA SF Programming Planning Meeting to share your thoughts on topics you want to see, speakers you want to hear from, and the things that are important to you!

Taking place: Friday, October 4th from 12pm-1pm.

Located at: Newmark Office, 1 Sansome Street, Floor 41, San Francisco, CA 94104

Reach out to Jacob and Reed with any questions on the event!
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Natural disasters, legislation changes, significant premium increases, widespread nonrenewals, and more have left advisors all asking the same question: What the heck is going on in the California Property Insurance Market?! Come join us next Tuesday to find out, as Ramona Johanneson with the Arthur J. Gallagher & Co. Insurance Brokers of California takes us through the State of the California Property Insurance Market.

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Whether you are thinking about retiring soon or you are just starting to build your business, it's always a good time to start Becoming Succession Ready! Join us at the SF Italian Athletic Club on Tuesday, March 12th to hear Brooklyn Brock share her knowledge and expertise, so that you can begin preparing The Journey Before the Destination! ... See MoreSee Less

CHAPTER MEETING
Tuesday, Oct 10, 2023 @ 3-4:30pm
Supporting Clients’ Charitable Intentions
Speaker:
Erinn Andrews, CEO
GiveTeam

San Francisco Italian Athletic Club, San Francisco CA
*Topic has been approved for CFP Board for 1.0 hour of CE credit.

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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! (March 2025)

We welcome our newest members and look forward to building our local community together! Barbara Dugan Jon Pettinelli, Pettinelli Financial Partners Mario Stadtlander, CFP® Matt Shriber, CFP®, LPL

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Thank You To Our Strategic Partners

Platinum Strategic Partners

 
   

 

Silver Strategic Partners