3:00 pm - 4:30 pm
IN PERSON MEETING - The Evolving Paradigm: Return to Office Policies and Considerations
Panelists: Lauren Stansell, CFP®, Partner, Senior Financial Planner, Yeske Buie
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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 member and look forward to building our local community together! Courtney Holt, Perigon Wealth Management
We truly appreciate our members and celebrate this important milestone with them! 20 Years Katherine Campbell-King, CFP®, North Berkeley Wealth Management M. Gail Price, PhD, MS, Rational Portfolios 25 Years Colin Drake, CFP®, RLP®, Marin Financial Advisors...
We truly appreciate our members and celebrate this important milestone with them! 5 Years Brian Frack, CFP® 10 Years Tim Oden, Charles Schwab Advisor Services 20 Years P. Nathen Banne CFP®, ChFC, Mass Mutual 40 Years Peter Paolino