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 – Jeremy Griffith
President-Elect & Co-Director of Pro Bono – Sydney Woodward
Chairman/Past President –John Bacigalupi
Secretary – Jacob Quiroz
Treasurer – Kate Wilusz
Co-Director of Programs – Reed Nothwang
Co-Director of Programs – Jacob Quiroz
Director of Membership – Homa Rassouli
Director of Career Development – Oona Rokyta
Director of Strategic Partners – James Palen
Director of Technology – Alejandro Aceves Madriz
Co-Director of Pro Bono – Anne Serrano
Director of Marketing Communications – Cristi Tanner
Director of NexGen – Spencer Terris
Director of Diversity and Inclusion – Christine Thibodeaux
Director of Advocacy – Larry Pon
Director of Allied Professionals – Scott C. Fong
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
Nov 2025
From Overlooked to Optimized: Clients Real Estate in the Financial Plan
Dec 2025
Oct 2026
Press Releases
Past press releases will be added soon!
