Stay informed on all the events and network opportunities with the Financial Planning Association of San Francisco Newsletter.


Thirsty Thursday on the Peninsula – Social Mixer with CalCPA and FPA Silicon Valley June 18, 2015, 5:30 pm – 7:30 pm

Location: Kingfish, Upstairs, 201 B Street, San Mateo Registration Fee: $10 members, $20 non-members and at the door (Includes one drink and appetizers) Event Sponsor:  Sean O’Leary, Invesco Description: Join FPASF’s first social event on the Peninsula. Come and network with fellow professionals from FPA Silicon Valley and CalCPA. Enjoy drinks and appetizers in a terrific venue in downtown San Mateo near CalTrain with easy parking.

Register Today!




Upcoming Events  

3:00 pm – June 3, 2015

Topic: CFA Society Sacramento & FPASF – Fixed Income Panel Location: Hilton San Francisco Financial District, 750 Kearny Street, San Francisco Details/Register (Use the promo code ‘FSA-SF’ to receive their member rate) 1:30 pm – June 12, 2015 Topic: Marin Workshop – Possibility: In the Midst of Disruptive Change Speaker(s): Don St. Clair, AIF®, CFP®, St. Clair Financial; Debbie Grose, CFP®, Lighthouse Financial Planning Location: Larkspur Landing, 100 Larkspur Landing, 2nd Floor Tiburon Conference Room, Larkspur Details/Register

5:30 pm – June 18, 2015 Topic: Thirsty Thursday on the Peninsula – Social Mixer with CalCPA and FPA Silicon Valley Location: Kingfish, Upstairs, 201 B Street, San Mateo Registration Fee: $10 members, $20 non-members and at the door  (Includes one drink and appetizers) Details/Register

June 23-24, 2015 Topic: FPA Advocacy Day – Washington, DC Location: Hyatt Regency Washington Details/Register 11:30 am – July 14, 2015 Topic: Critical Tax Issues for Early Stage Company Founders and Executives Speaker(s): Steve deHaan, Managing Director, Andersen Tax



Please visit the chapter’s website for additional information on the above events. Upcoming Allied Professional events can be viewed here.



Chapter News 

Advertise in The Planner Newsletter!

Now you can place an advertisement in The Planner quarterly newsletter and submit payment online! For more details, see the Rate Sheet or click the Planner Newsletter Ad Rates button on the website under About/Newsletters. This directs you to the FPA NorCal online payment page–just write in “FPASF Chapter” under Attendee Information to credit our chapter.


Become a Part of Our Mentorship Program

FPA-SF has an active mentorship program, where mentors and mentees are matched.  If anyone is interested in being a mentor or a mentee or both, please contact S. Nasira Iqbal, Director of Career Development Committee at OR Steve Schwegel, Mentorship Program Chair at More details are on our FPA-SF chapter website:


Nominations are Open for the 2016 FPA Board of Directors – Deadline July 1, 2015

The FPA Board of Directors is the driving force behind FPA’s vision to be the professional membership association for the financial planning community and CFP® professionals. The Board is a group of dedicated, dynamic FPA members who recognize the impact that today’s decisions can have on the future. Service on the FPA Board of Directors is a three-year commitment that begins January 1, 2016. Contact to request a board nomination packet. Deadline for 2016 board nominations is Wednesday, July 1, 2015.


FPA BE Boston 2015 Conference – 9/26/15 – 9/28/15 

FPA’s Annual Conference is the largest gathering of CFP® professionals featuring the best minds in financial planning. Attendees, speakers and partners are among the most innovative folks in the industry who come together to connect and share freshest ideas. The conference is built around sharing practical knowledge and strategies for attendees take back to their practice for immediate implementation. (Chapter Members: Use promo code AFBE15 and receive $50 off! Plus the chapter also receives a $50 rebate back to the chapter!) Register Here