Press Room

Financial Planning Association – San Francisco Chapter

www.fpasf.org

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:

www.fpasf.org

FPA on Twitter: @FPAofSF

FPA on Facebook: https://www.facebook.com/fpasf

FPA on LinkedIn: FPASF LinkedIn Group

Local Events

Mar 2024

Date/Time Event
03/12/2024
3:00 pm - 4:30 pm
Becoming Succession Ready: The Journey Before the Destination
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): Brooklyn Brock, CFP®, CEPA®, ChFC®, CKA®, Founder, Ellevate Advisors LLC
Strategic Partner: Key Bridge Compliance, Lauren Hein
Details/Register

May 2024

Date/Time Event
05/14/2024
3:00 pm - 4:30 pm
Money Psychology/Your Relationship With Money/Financial Psychology
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): TBA

Jun 2024

Date/Time Event
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
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
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
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
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!