FPASF 2021 Board Nominees Announced
Click here for the full 2021 Board Slate
Congratulations to Our Members Celebrating Milestones! (August Edition)
FPA of San Francisco thanks our amazing members for their continued support and commitment to the chapter! 5 Years - Sophie Lee, CFP®, Cypress Wealth Advisors / Helen Dietz, CFP®, Stanford Investment Group Inc. 10 Years - William Callahan, CFA, CFP®, Callahan...
Congratulations to Our Members Celebrating Milestones! (July Edition)
FPA of San Francisco thanks our amazing members for their continued support and commitment to the chapter! 5 Years - Andrew Stewart, CFP®, NWF Advisory Services, Inc. 20 Years - Barry Taylor CFP®, Sand Hill Global Advisors /Orlando Antonini, CPA/PFS, CFP®, QFP,...
Read the Top 10 Reasons to Join the FPA!
Access to Top 10 Reasons to Join the FPA and the Membership Brochure
A Great Article – FPASF Volunteers Help California Fire Victims
The wildfires burned – then the planners came Thank you to Jesse Pence, FPASF Director of Pro Bono, and Chris Remedios, past Director of Pro Bono for all of their efforts with helping those affected by the wildfires. Read the full article including their quotes...
FPASF Announces 2019 Board Nominees
Access the full 2019 Board Nominees here
Planner & Logistics Volunteers Needed for SF Financial Planning Day, October 27th!
Financial Planning Days are an amazing opportunity to access free, objective, no-strings-attached financial advice from CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals. Advisors are volunteering their time, and are not allowed to hand out business cards or...
FPA SF Chapter Meeting - "Advising Tech Wealth" by Michael Yoder. At the Italian Athletic Club on Tuesday, 9/10 at 3pm! *This topic has been approved for 1.0 hour of CE credit. Find more details and register on our website: https://buff.ly/4e6Yoho
Come join us for the 2025 FPA SF Programming Planning Meeting on Friday, 10/4 at 12pm to share your thoughts on topics you want to see, speakers you want to hear from, and the things that are important to you! Located at: Newmark Office, 1 Sansome Street, Floor 41, SF, CA 94104
Come hear from DFA's Apollo Lupescu as he gives insights on the impact of the elections and politics on the markets, with data-driven research on how best to prepare for the 2024 election. Join us Tuesday, May 14th at 3pm at the SF Italian Athletic Club!
https://buff.ly/4b5y1rb