President – Julie Asti, CFP®

Have a question or concern that you want heard?  Contact our President directly!

Julie Asti, CFP®

(510) 558-8557

Executive Director – Holly Wilkerson

Holly can help you with your membership questions, meeting requests or put you in touch with the appropriate person within our chapter to help you quickly and easily.

Holly Wilkerson
Phone: 877.260.3218

Fax: 877.260.3218

 Webmaster – Paul Sid, CPA CFA

Have a web problem, or would you like to see something added or changed on our website?

Send your requests to:

(415) 967-EDGE

Financial Planning Association of San Francisco

Mailing Address:

FPA San Francisco

9630 Bruceville Road, #106-149

Elk Grove, CA 95757

Phone: 877.260.3218

Fax: 877.260.3218

Financial Planning Association (National)

Toll Free: 800.322.4237 x 7184

Fax: 303.759.0749

Sara Reynolds,

Member & Chapter Relations Project Manager

FPA National
7535 E. Hampden Avenue., Suite 600
Denver, Colorado 80231

Certified Financial Planner Board of Standards, Inc.

Toll Free: 800.487.1497

Fax: 202.379.2299


CFP Board  

1425 K Street, NW, Suite 500

Washington, DC 20005