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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03/11/2025 7:30 am - 3:00 pm |
FPA CA Sacramento Advocacy Day
California State Capital, Sacramento CA 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 March 11, 2025. This is our 13th annual visit to “the Hill”. I urge you to join your fellow FPA members from around the state to meet with your elected representatives. Registration opens soon |
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03/13/2025 3:00 pm - 4:30 pm |
Balancing Innovation and Trust: AI for Financial Advisors
San Francisco Italian Athletic Club, San Francisco CA Panelists: Craig Kirkpatrick, Co-Founder, Optimal AdvisorAI PLEASE NOTE: This meeting is on a THURSDAY. We will be meeting UPSTAIRS in the PARKVIEW ROOM at the SF Italian Athletic Club. |
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05/13/2025 3:00 pm - 4:30 pm |
Advanced Tax Planning
San Francisco Italian Athletic Club, San Francisco CA Details coming soon |
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08/20/2025 3:00 pm - 4:30 pm |
New Frontiers in Equity Compensation: SAFEs, 10b5-1 Plans, and Modeling Performance Based RSUs
San Francisco Italian Athletic Club, San Francisco CA Details coming soon PLEASE NOTE: This meeting is on a WEDNESDAY. We will be meeting UPSTAIRS in the PARKVIEW ROOM at the SF Italian Athletic Club. |
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09/10/2025 3:00 pm - 4:30 pm |
Tax Planning through Entities
San Francisco Italian Athletic Club, San Francisco CA Details coming soon PLEASE NOTE: This meeting is on a WEDNESDAY. We will be meeting UPSTAIRS in the PARKVIEW ROOM at the SF Italian Athletic Club. |
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FPA SF Chapter Meeting - "Advising Tech Wealth" by Michael Yoder. At the Italian Athletic Club on Tuesday, 9/10 at 3pm! *This topic has been approved for 1.0 hour of CE credit. Find more details and register on our website:
Advising Tech Wealth - FPA San Francisco
09/10/2024 @ 3:00 pm - 4:30 pm - Speaker(s): Michael Yoder, Founder, Yoder Wealth Management Strategic Partner: Scho...
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Come join us for the 2025 FPA SF Programming Planning Meeting on Friday, 10/4 at 12pm to share your thoughts on topics you want to see, speakers you want to hear from, and the things that are important to you! Located at: Newmark Office, 1 Sansome Street, Floor 41, SF, CA 94104
Come hear from DFA's Apollo Lupescu as he gives insights on the impact of the elections and politics on the markets, with data-driven research on how best to prepare for the 2024 election. Join us Tuesday, May 14th at 3pm at the SF Italian Athletic Club!
FPA SF Talks Politics & Markets with DFA’s Apollo Lupescu - FPA San Francisco
05/14/2024 @ 3:00 pm - 4:30 pm - Speaker(s): Apollo Lupescu, Vice President of Dimensional Fund Advisors (DFA) Str...
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San Francisco and the Bay Area is the tech hub of the world, generating untold wealth for countless individuals. Yet serving this market can be incredibly challenging, both from a technical as well as a behavioral perspective. This month's FPA SF Chapter Meeting will showcase speaker Michael Yoder, who has built a successful practice serving this niche and will share a lifetime of lessons learned the hard way so you can best serve your clients from day one.
We look forward to seeing you all at the Italian Athletic Club next Tuesday, September 10th at 3:00pm to hear more!
***This topic has been approved by the CFP Board for 1.0 hour of CE credit.
Find more details and register on our website:
2025 is on the horizon and coming up quickly! Plans are in process for making this new year for FPA SF the best yet. Come join Jacob Quiroz, Reed Nothwang, and the rest of the programs planning committee for the 2025 FPA SF Programming Planning Meeting to share your thoughts on topics you want to see, speakers you want to hear from, and the things that are important to you!
Taking place: Friday, October 4th from 12pm-1pm.
Located at: Newmark Office, 1 Sansome Street, Floor 41, San Francisco, CA 94104
Reach out to Jacob and Reed with any questions on the event!
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Natural disasters, legislation changes, significant premium increases, widespread nonrenewals, and more have left advisors all asking the same question: What the heck is going on in the California Property Insurance Market?! Come join us next Tuesday to find out, as Ramona Johanneson with the Arthur J. Gallagher & Co. Insurance Brokers of California takes us through the State of the California Property Insurance Market.
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Natural disasters, legislation changes, significant premium increases, widespread nonrenewals, and more have left advisors all asking the same question: What the heck is going on in the California Property Insurance Market?! Come join us next Tuesday to find out, as Ramona Johanneson with the Arthur J. Gallagher & Co. Insurance Brokers of California takes us through the State of the California Property Insurance Market.
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Come hear from DFA's Apollo Lupescu as he gives insights on the impact of the elections and politics on the markets, with data-driven research on how best to prepare for the 2024 contentious presidential election. Join us Tuesday, May 14th at 3pm at the SF Italian Athletic Club!
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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!
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LOVE is in the air......love for FINANCIAL PLANNING that is!❤️
Join us the day before Valentine's Day for our next Chapter Meeting and come hear Christopher Karachale discuss the items advisors and clients should be focusing on before the TCJA sunsets at the end of 2025.
Like and comment below to tell us what YOU love about financial planning!
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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.
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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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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! (January 2025)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Nicole White, CFP®, Aspiriant, LLC Jacquelyn Murray, Bell Investment Advisors, Inc. 10 Years Diana Bacon, CFP®, Apella Wealth Michael Dickman, CFP®, Charles Schwab Steven Bealey,...
Welcome New Members! (December 2024)
We welcome our newest members and look forward to building our local community together! Paul Cordero CFP®, EA, Attune Financial Planning Andreas Ernst Patricia Fata, CFP®, Fata Financial Juan Gachet, Morgan Stanley Parker Landolf, CFP®, Mercer Advisors Maria Angelica...
Welcome New Members! (November 2024)
We welcome our newest members and look forward to building our local community together! Kerlyn Larissa Marques Correia Henry Reed Po Teng, CFP® Lily Vittayarukskul, Waterlily Bau-Lin Yueh
Thank You To Our Strategic Partners
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