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 |
---|---|
06/01/2022 6:00 pm - 8:00 pm |
FPA NexGen NorCal Reception
Location: Palace Hotel, San Francisco in the French Parlor, 2nd Floor |
06/14/2022 3:00 pm - 4:30 pm |
IN PERSON CHAPTER MEETING - A Primer on Personalized Indexing
San Francisco Italian Athletic Club, San Francisco CA Speaker(s): Nitin M. Barve, CFA, Director, Portfolio Analysis, Advice Tools & Policy, Schwab Center for Financial Research |
08/09/2022 3:00 pm - 4:30 pm |
CHAPTER MEETING - Tax Planning for Equity Compensation, SPAC
Speaker(s): TBD |
09/13/2022 3:00 pm - 4:30 pm |
CHAPTER MEETING - China and Emerging Markets
Speaker(s): TBD |
10/11/2022 3:00 pm - 4:30 pm |
CHAPTER MEETING - Financial Therapy
Speaker(s): TBD |
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RIA Talent Advantage® Student Scholarship
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6-8-21 - Tales from the Front Line of the War on Cybersecurity - A Fireside Chat
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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. Click here to view the Membership Brochure
About the FPA
The Financial Planning Association® (FPA®) is the primary membership organization for financial planning practitioners who want to master the practice of financial planning, and who are committed to shaping the future of the profession. FPA of San Francisco is a dynamic association with over 500 members.
News & Updates
Welcome New Members! (February 2022)
We welcome our newest members and look forward to building our local community together! Christian Haigh, Alternativ, LLC Becca Lyman, Johnson Lyman Wealth Advisors
Congratulations to our Members Celebrating Milestones! (March 2022)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Michelle Nguyen, CFP®, Aspiriant Jesse Pence, CFP®, Waypoint Wealth Partners 10 Years Jeff Weber, CFP®, CASL®, RICP®, Titus Wealth Management 15 Years Mark Keating, CFP®, Willow...
Congratulations to our Members Celebrating Milestones! (February 2022)
We truly appreciate our members and celebrate this important milestone with them! 5 Years Nick Ruzette, CFP®, Aspiriant 10 Years Paul Cordero, CFP®, EA, Attune Financial Planning Courtney Hutchinson, CFP®, Waypoint Wealth Partners 15 Years John Kamola, MBA, CFP®, JW...