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
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12/12/2023 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 |
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12/12/2023 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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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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Join Us in July - Unique Approach to Values and Theme Investing
San Francisco Italian Athletic Club, San Francisco CA
Panelists: Doug Couden, CFA, Partner, Chief Information Officer, BakerAvenue Wealth
Management / Casey Sullivan, CIMA – Business Development Officer, Engine 1 / Nelli Oster, PhD, Director, ESG/SRI, Aperio
Moderator: Sheila Rabaut, CFP®, Director, BakerAvenue Wealth Management
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Have you Registered for the May Chapter Meeting? Come see us May 9th starting at 3pm and learn about Cross-Border Wealth Planning and get rewarded with a good time and CFP CE.
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Join us for On Tuesday for March's In Person Meeting:Navigating the Challenging Landscape of Elder Care
San Francisco Italian Athletic Club, San Francisco CA @3pm 3/14/23
Speakers: Jill Melvin, MSW, LCSW, CMC, Clinical Care Manager Lead,
Sage Eldercare Services & Joseph M. Morill, Esq., J.D., Founding Partner, Morrill Law
*This topic has been approved by the CFP Board for 1.0 hour of CE credit.
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Members of our 2022 and 2023 #FPASF Board of Directors gathered at SF Brewing on Friday 10/3 for our annual Strategic Planning Meeting. We reflected on 2020, 2021, and 2022 and planned for 2023. Our focuses are COMMITMENT, COMMUNITY, and CONTENT. We're excited going into 2023!
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Looks like a great group of leaders! 👏🏻
Will we see you next week IN PERSON for our October #FPASF chapter meeting? Join us 10/11 at 3pm the SF Italian Athletic Club to learn about "Financial Health - It's More than Numbers" from Mariah Hudler, Financial Therapist. And stick around for happy hour!
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Past President, S. Nasira Iqbal, spreading the word about #FPASF Financial Planning Day! VIRTUAL this year on 10/29 - want to volunteer to do pro bono planning for local community members? Learn more here: buff.ly/3rD1FyG
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FPA NORCAL - Registration ends Tuesday, May 17th for the 2022 FPA NorCal Conference Live In-Person at The Palace Hotel! The conference will be held Tuesday, May 31st and Wednesday, June 1st
Join us for this year’s 50th Anniversary Conference with an amazing lineup of speakers and informative sessions. To see their topics and about the speakers, click here: www.fpanorcal.org/
We are proud to say that Michael Kitces recommends the 2022 FPA NorCal Conference as "the best overall financial planning conference."
Why attend FPA NorCal? Here's 3 reasons from Carolyn McClanahan,
one of our favorite speakers!
lnkd.in/gErTPvpX
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Advocacy Day AUGUST 23rd in Sacramento:
Hello FPA Members!
Financial Planning as a profession is at a critical juncture. New laws, rules and regulations concerning our profession are being put into place across the country, with or without the input of Financial Planners.
While the Legislators' intentions of protecting investors from predators may come from a good place, some of the proposals will have unintended consequences.
The Financial Planning Association of California asks you to step up and join our advocacy efforts to let legislators and regulators know FPA opinions on proposed legislation and our profession.
We are going to Sacramento on August 23rd, 2022. This is our 10th annual visit to "the Hill". I urge you to join your fellow FPA members from around the state to meet with your elected representatives.
FPA of California events will comply with the current Local, State and Federal requirements.
Why is your participation important? Without you (a constituent who lives in the district) we are unable to meet with your Senator or Assemblymember. We must comment on current bills and policies that are most important to Financial Planners and help protect our clients. These conversations will help determine the future of our profession. These meetings help us build strong relationships with elected officials and their staff. Please mark your calendar now to participate in a fun and exciting day in support of our profession.
To register for the August 23rd, 2022 Advocacy Day, please complete the online form: lnkd.in/g-zmzgqZ
Note: You will need to supply the names and contact information for your Senator and Assemblymember by August 8th. To find out who they are, here is a link to find your California elected official based on your district of residence (once on their website, click on the Contact Us tab): lnkd.in/gm_Jc4Ax
August 22nd: You are invited to join us in Sacramento on Monday night. FPA of California is hosting a dinner for all Advocacy Day participants at The Rio City Café, on the Riverwalk near the Embassy Suites. Click here to register to attend the dinner: lnkd.in/g6QfEm8f
Also, we have a block of rooms at a discounted rate at the Embassy Suites - available on a first come, first served basis for members who need to arrive Monday night to be ready for the 7:00am Tuesday morning training meeting.
To book your hotel, please use one of the methods below. Please note that in order to get the reduced rate you will need to make your reservations by July 27, 2022, as the hotel sells out every year. Please be sure edit your hotel dates to indicate you stay from 8/22 to 8/23.
1. Use the link below: www.hilton.com/en/book/reservation/deeplink/?ctyhocn=SACESES&groupCode=CESFPA&arrivaldate=2022-08...
2. Call (916) 326-5000 and let the Front Desk Agent know you would like to make a reservation under the FPA of California discounted rate.
3. Go to: www.sacramento.embassysuites.com and make a reservation using the group/convention code: FPA.
August 23: We meet in the Embassy Suites near the Capitol and Riverwalk for a hosted breakfast and orientation at 7:00am. Then we head to the Capitol for visits with our State Senators and/or Assembly Members.
Are you new to Advocacy? Not to worry, we usually send 2 to 3 members to each legislator office to meet in a tag team approach. You will have a team to support you.
We offer FINANCIAL SUPPORT. The FPA of California is committed to helping our members engage in Advocacy Day on behalf of the Financial Planning Association. While we are asking you to take a day off work and volunteer your time, we are pleased to be able to defer some of the travel and hotel costs (available to the first 30 members who register to join us in Sacramento.) For specifics on the financial support available this year, please speak to your chapter Director of Advocacy.
Register now to participate in a powerful and exciting day participating in the democratic process in support of our profession. We look forward to another successful Advocacy Day!
Sincerely,
Catherine
Catherine Magaña
2022 President, FPA of California
Email: president@fpaca.org
Website: www.fpaca.org
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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! (October 2023)
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®
Congratulations to our Members Celebrating Milestones! (November 2023)
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...
Congratulations to our Members Celebrating Milestones! (October 2023)
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
Thank You To Our Strategic Partners
Platinum Strategic Partners
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Silver Strategic Partners
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