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 |
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10/08/2024 3:00 pm - 4:30 pm |
Long-Term Care Insurance
San Francisco Italian Athletic Club, San Francisco CA Speaker: Krystalynn Schlegel, CLU®, ChFC®, CLTC®, AEP®, Partner, MG Schlegel and Associates |
10/19/2024 9:30 am - 5:00 pm |
SF Financial Planning Day
We are looking for CFP® professionals and logistics volunteers! Sign up to volunteer here – https://www.bayareafinancialplanningdays.org/volunteer Reach out to Sydney Woodward at sydney@yebu.com with questions!
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11/12/2024 3:00 pm - 4:30 pm |
TBA
San Francisco Italian Athletic Club, San Francisco CA Speaker(s): TBA |
12/10/2024 3:00 pm - 6:00 pm |
Joint Event with FPA San Francisco & FPA East Bay - Earning Client and COI Referrals: A Hands-On Session
San Francisco Italian Athletic Club, San Francisco CA FPA San Francisco and FPA East Bay Chapters Present an Exceptional Education Session and Holiday Networking Event Speaker(s): Dan Allison, Founder and CEO of the Feedback Marketing Group, Advisor Development Community, and The Exchange Advisor Development Platform. Agenda: |
12/10/2024 4:30 pm - 6:00 pm |
Holiday Reception Mixer
San Francisco Italian Athletic Club, San Francisco CA Speaker(s): TBA |
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! (September 2024)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Laura Pantaleo, Wetherby Asset Management 10 Years Joseph Kuo, CFP®, MBA, Farther Finance 15 Years Kelly Kane, CFP®, Broadwing Capital Advisors, Inc Jessica Lanning, CFP®,...
Welcome New Members! (August 2024)
We welcome our newest members and look forward to building our local community together! Paula Best, CFP®, UBS Morgan Bromstad, CFP®, Luminis Management Jacqueline Liao William Promes Maria Quintana-Pilling Suet Yee Wong
Congratulations to our Members Celebrating Milestones! (August 2024)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Shannen Paul Jacob Quiroz, BakerAvenue Wealth Management 15 Years Mark Keating, CFP®, Willow Creek Wealth Management 20 Years Jacquelin Thomson, EA, ChFC, CFP®, Anspach Financial...
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