Platinum Strategic Sponsor
of the Month
Thank You to Our Platinum Strategic Partners
Thank You to Our Silver Strategic Partners
3:00 pm - 4:30 pm
CHAPTER MEETING - Improving the Client Experience: Best Practices in Advisor Tech
San Francisco Italian Athletic Club, San Francisco CA
Panel: Daniel Tripp, CFP®, Associate Financial Planner, Redwood Grove Wealth Management LLC / Daria Victorov, CFP®, Partner, Financial Advisor, Abacus Wealth Partners / Jesse Pence, CFP®, Partner, Wealth Manager, Waypoint Wealth Partners
4:30 pm - 6:00 pm
HOLIDAY RECEPTION MIXER
The FPASF Board would like to invite you to join us for a Holiday Reception just after our December chapter meeting. Enjoy generous appetizers and drinks while we take a few moments to connect with our fellow chapter members and guests. We encourage you to reach out to your colleagues and friends to join in on the festivities. Let’s get together to reflect on this past year and celebrate how far we have all come throughout 2023.
In an effort to extend our community’s good will, we will be hosting a virtual Toys for Tots donation drive! If you are able, we would love for you to contribute to the toy drive via this link: https://yougivegoods.com/drive/view/30376 To share this opportunity with your network, we are including a sample outreach email that was used last year by one of our board members. (thanks for sharing Kristie!) Donation Sample Email Outreach Template
Community, Content, and Commitment are the themes for the new year – lets toast 2023 together and welcome in a fresh 2024!
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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 welcome our newest members and look forward to building our local community together! Rita Abraldes, CFP® Megan Tom, CFP®, Wetherby Asset Management Chris Zand, CFP®
We truly appreciate our members and celebrate this important milestone with them! 5 Years Rachel Elson, CFP® Preetika Pande, CFP® 10 Years Stephen Kepler, CFP®, Private Ocean 15 Years Zhebin Huang, CFP®, Charles Schwab 20 Years Steven Schwegel, CFP® 25 Years Diane...
We truly appreciate our members and celebrate this important milestone with them! 10 Years Jordan Overby, CFP®, Aspiriant, LLC 15 Years Sean Burgess, CFP®, Burgess Financial Planning 20 Years Sarah Wotherspoon, MS, CFP®, Private Ocean