Financial Planning Association – San Francisco Chapter
What is the FPA?
The Financial Planning Association (FPA) is the largest membership organization for CFP® professionals in the U.S. and is also open to non-CFP® professionals who support the financial planning process. Working in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations, FPA helps connect all in our membership through a variety of unique and compelling ways. FPA members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. FPA membership consists of CERTIFIED FINANCIAL PLANNERS™, educators, financial services professionals, students and more; FPA is compensation neutral and represents those from diverse backgrounds and business models. FPA’s unique network of nationwide chapters encourage professional development and networking on a local level.
The local chapter provides our members with continuing education and networking opportunities with professionals in the San Francisco area.
Local PR Contact info
If you are a journalist seeking information for a story, or would like to schedule an interview with a Financial Planning Association subject matter expert, please contact:
Holly Wilkerson, Executive Director – info@fpasf.org, (877) 260-3218
FPA National Media Query Database
FPA members serve as expert sources on a variety of topics such as retirement planning, small business planning, family and marriage planning, and can also speak to client issues in a particular profession, or with different income and asset levels. Contact PR@OneFPA.org to connect with a source.
FPA of San Francisco Board of Directors
President – John Bacigalupi
President-Elect – Jeremy Griffith
Chairman/Past President – Sheila Rabaut
Secretary – Jacob Quiroz
Treasurer – Alejandro Aceves Madriz
Co-Director of Programs – Reed Nothwang
Co-Director of Programs – Jacob Quiroz
Co-Directors of Membership – Homa Rassouli & Kristie Cahill
Director of Career Development – Oona Rokyta
Director of Strategic Partners – James Palen
Director of Technology – Alejandro Aceves Madriz
Director of Pro Bono – Sydney Woodward
Director of Marketing Communications – Cristi Tanner
Co-Directors of NexGen – Jeremy Griffith & Spencer Terris
Director of Diversity and Inclusion – Christine Thibodeaux
Director of Advocacy – Larry Pon
Director of Allied Professionals – Scott C. Fong
Director-At-Large – Kate Wilusz
Executive Director – Holly Wilkerson
Websites / Online:
FPA on Twitter: @FPAofSF
FPA on Facebook: https://www.facebook.com/fpasf
FPA on LinkedIn: FPASF LinkedIn Group
Local Events
May 2024
Date/Time | Event |
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05/14/2024 3:00 pm - 4:30 pm |
FPA SF Talks Politics & Markets with DFA’s Apollo Lupescu
San Francisco Italian Athletic Club, San Francisco CA Speaker(s): Apollo Lupescu, Vice President of Dimensional Fund Advisors (DFA) |
Jun 2024
Date/Time | Event |
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06/11/2024 3:00 pm - 4:30 pm |
Real Estate Tax Planning, Prop 19
San Francisco Italian Athletic Club, San Francisco CA Speaker(s): TBA |
Aug 2024
Date/Time | Event |
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08/13/2024 3:00 pm - 4:30 pm |
TBA
San Francisco Italian Athletic Club, San Francisco CA Speaker(s): TBA |
Sep 2024
Date/Time | Event |
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09/04/2024 6:45 pm - 8:30 pm |
Join Us for Some Member Fun at a Giants Game! |
09/10/2024 3:00 pm - 4:30 pm |
TBA
San Francisco Italian Athletic Club, San Francisco CA Speaker(s): TBA |
Oct 2024
Date/Time | Event |
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10/08/2024 3:00 pm - 4:30 pm |
TBA
San Francisco Italian Athletic Club, San Francisco CA Speaker(s): TBA |
Nov 2024
Date/Time | Event |
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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 |
Dec 2024
Date/Time | Event |
---|---|
12/10/2024 3:00 pm - 4:30 pm |
TBA
San Francisco Italian Athletic Club, San Francisco CA Speaker(s): TBA |
12/10/2024 4:30 pm - 6:00 pm |
Holiday Reception Mixer
San Francisco Italian Athletic Club, San Francisco CA Speaker(s): TBA |
Press Releases
Past press releases will be added soon!