Thank You to Our Platinum Strategic Partners

Thank You to Our Silver 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

Date/Time Event
08/08/2024 - 08/11/2024
All Day
35th Annual Conference - FPA Far West Roundup
UC Santa Cruz, Santa Cruz CA

Details/Register

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!

Details/Register

09/10/2024
3:00 pm - 4:30 pm
TBA
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): TBA

10/08/2024
3:00 pm - 4:30 pm
TBA
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): TBA

Click here to view the full list of events.

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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.

buff.ly/3F11hAU
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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! (May 2024)

We welcome our newest members and look forward to building our local community together! Ivan Lancaster, Parallel Advisors, LLC Coleman Myers Hannah Quackenbush, CFP® Rick Raybin, CFP®, Lifetime Legacy Services, LLC Greg Tull, Meritas Advisors Josh Weaver, CFP®,...

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Thank You To Our Strategic Partners

Platinum Strategic Partners

 
 

 

Silver Strategic Partners