Premier Professional Organization for Bay Area Financial Planners
Emerging Advisors
The Emerging Advisors Forum is a dynamic group of planners who meet throughout the year to discuss all things related to starting and running an RIA practice.
NexGen
NexGen (Next Generation) consists of members, typically under age 36, dedicated to leading and building the future of the Financial Planning profession.
Pro Bono
Making a difference in people’s lives by promoting financial literacy and providing individual, quality, financial advice for at-risk and underserved communities.
Advocacy
Building relationships with elected officials and advocating on behalf of policies that impact CFP® professionals and their work with clients.
Upcoming Events
Date/Time | Event |
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01/14/2020 4:00 pm - 6:00 pm |
Global Market Outlook
San Francisco Italian Athletic Club, San Francisco CA Speaker(s): Omar Aguilar, Ph.D., Senior Vice President and Chief Investment Officer of Equities and Multi-Asset Strategies, Charles Schwab Investment Management, Inc. |
02/11/2020 10:00 am - 12:00 pm |
SF Federal Reserve
Golden Gate University, San Francisco CA Speaker(s): Liz Laderman, SF Federal Reserve |
02/13/2020 9:00 am - 3:00 pm |
Vision 2020 – FPA of Silicon Valley Symposium
Franklin Templeton, San Mateo CA
The First Annual FPA of Silicon Valley Symposium is not to be missed in 2020. Held at the convenient location of the Franklin Templeton campus in San Mateo, planners serious about gaining a clear vision for their practices will attend this premiere event. Financial professionals will be offered the opportunity to learn how to relate to their clients who are preparing for their aging cycle individually along with how to develop language that resonates with all of their clients, no matter their investing stage. Attendees will hear from one of Franklin Templeton’s top executives on the pulse of 2020, and throughout the day, will be offered the opportunity to earn essential continuing education credits. All of this would not be complete without ample time to network with other professionals and FPA chapter partners. Begin 2020 with a clear vision and register for the FPA Silicon Valley Symposium – Vision 2020. Register by January 3, 2020: Register after January 3, 2020: |
03/10/2020 2:00 pm - 6:00 pm |
TBD
San Francisco Italian Athletic Club, San Francisco CA Speaker(s): Paul Veradittakit, Pantera Capital, Bitwise, Rachel Caldwell, Sumit Mehta |
03/10/2020 6:00 pm - 8:00 pm |
Social Networking Mixer
San Francisco Italian Athletic Club, San Francisco CA |
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The Mission of the Financial Planning Association of San Francisco is to advance the financial planning profession in accordance with the highest ethical and professional standards by providing education, community, networking and leadership for our Bay Area members and through them the public they serve.
Member Benefits
The primary aim of the Financial Planning Association (FPA) is to foster the value of financial planning and advance the financial planning profession for our members and the community. FPA welcomes all who embrace and advance the financial planning process.
About the FPA
The Financial Planning Association (FPA) is the membership association for nearly 30,000 CFP® professionals, financial planners, investment specialists and associated professionals. FPA of San Francisco is a dynamic association with over 500 members.
News & Updates
FPA Membership Offers an Array of Benefits! Find Out More Here
Click on the link below: FPA Member Benefit Partners
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...