Platinum Strategic Partner of the Month

Thank You to Our Silver Strategic Partners

Thank You to Our Platinum Strategic Partners

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.

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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
07/27/2021 1:00 pm - 2:00 pm	STRATEGIC PARTNER WEBINAR - Learn How Managing Sequence of Returns Risk with Home Equity Can Help Preserve and Grow Your Clients’ Retirement Assets Speaker(s): Beth Miller-Rowe, Branch Manager, The Reverse Mortgage Group, Phil Walker, VP, Finance of America Reverse Download flier Details/Register *Offering 2.0 CE credits for CFPs
08/10/2021 3:00 pm - 4:30 pm	VIRTUAL CHAPTER MEETING - Equity Compensation – Guiding Your Clients Through Their Options Speaker(s): Russell Kroeger, CFP®, EA, Steven Press CPA, CFE
09/14/2021 3:00 pm - 4:30 pm	VIRTUAL CHAPTER MEETING - TBD Speaker(s): TBD
10/12/2021 3:00 pm - 4:30 pm	VIRTUAL CHAPTER MEETING - Medicare Mis-Steps: What to Avoid & What Your Clients Need to Know Speaker(s): Joanne Giardini-Russell, Owner, Giardini Medicare
11/09/2021 3:00 pm - 4:30 pm	VIRTUAL CHAPTER MEETING - TBD Speaker(s): TBD

Click here to view the full list of events.

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FPA of San Francisco

1 week ago

The Financial Planning Association Virtual Externship is well underway and it's an amazing opportunity - over 900 externs this year! And at least one special #FPASF Extern, Louis Wellmeier! Louis received the FPASF Scholarship to participate in the externship this year. "The FPA of San Francisco has been remarkably supportive in my efforts to achieve my professional calling as a Financial Life Planner. I'm incredibly grateful for the opportunity to gain valuable hands-on experience via the FPA externship!" - Louis Wellmeier, J.D. ... See MoreSee Less

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FPA of San Francisco

3 weeks ago

Have you registered for our upcoming FPASF June Chapter Meeting yet? Don't miss out on this great session on Tuesday 6/8!Tales from the Front Line of the War on Cybersecurity – A Fireside Chat with Two RIA Industry Security ExpertsSpeaker(s):1. Nate Baumsteiger, Principal NS. Baumsteiger Consulting2. Patrick Hennessey, Director of Technology Consulting Charles Schwab and Co., Inc. Moderator:Adam Schneiberg, Shepherd Street AdvisorsTop 3 benefits of attending our fireside chat:1. Gain a better understanding of the risks RIA firms and their clients face2. Learn steps you can take immediately and over time to protect your firm’s and clients’ private information3. Your chance to ask your burning cybersecurity questions and get answersREGISTER NOW here events.r20.constantcontact.com/register/event?oeidk=a07ei0loa9ac609a18f&llr=bqlzdklab ... See MoreSee Less

6-8-21 - Tales from the Front Line of the War on Cybersecurity - A Fireside Chat

events.r20.constantcontact.com

FPA of San Francisco

1 month ago

THANK YOU to our wonderful 2021 FPASF Strategic Partners! Looking for a great resource for you or your clients? Check out our Strategic Partners here and find their contact information here: www.fpasf.org/strategic-partners/ ... See MoreSee Less

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FPA of San Francisco

4 months ago

We're pleased to announce that Carmetta Joyner is this year's FPASF scholarship recipient! She is also our FPASF Director of Diversity and Inclusion. Congratulations, Carmetta! ... See MoreSee Less

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FPA of San Francisco

4 months ago

Have you registered for our March #FPASF mtg yet? We will have Jeff Levine, Kitces.com's Lead Financial Planning NERD (we can all relate, right?!) with us for a deep dive into the Consolidated Appropriations Act. Don't miss out! Register now: events.r20.constantcontact.com/register/event?oeidk=a07ehm3rzbjfabdcb35&llr=bqlzdklab ... See MoreSee Less

3-9-21 - Consolidated Appropriations Act, 2021: What Advisors Should Know About The Latest Stimulus

events.r20.constantcontact.com

FPA of San Francisco

5 months ago

Have you checked out our FPASF website lately? You can find our current Board of Directors and their roles listed; upcoming local, regional, and national FPA events; our Platinum and Silver Strategic Partners (contact information as well as great resources they share like white papers, webinars, commentary, and more), and see our Platinum Strategic Partner of the month (this month it's Homa Rassouli, Reverse Mortgage Specialist with Mutual of Omaha Mortgage!) .Check it out at www.fpasf.orgEvents: www.fpasf.org/fpaevents/ (hover over the "Events" tab to choose local, regional, or national to see a list (vs. a calendar))2021 Strategic Partners:https://www.fpasf.org/strategic-partners/Strategic Partner Circle:https://www.fpasf.org/strategic-partners/sponsor-circle/Board: www.fpasf.org/about/board-of-directors/ ... See MoreSee Less

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FPA of San Francisco

5 months ago

We had our first 2021 Board meeting and chapter meeting yesterday! Our board meeting was full of great information on the history of our chapter, roles of various committees and board members, and exciting plans for 2021. We are so appreciative of all of our great board members and their hard work (most of us pictured below).Then, we had a fireside chat with Former U.S. Ambassador to Germany, John Emerson. Rita Lee, our Co-Director of Programs, facilitated a great conversation with John on his experiences as an ambassador and his outlook on coming policy in the new administration. It was an insightful and engaging meeting and we enjoyed hearing John's wisdom and insights! ... See MoreSee Less

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FPA of San Francisco

7 months ago

Block your calendar for 12/8 from 3-4:40pm... we will have OLYMPIAN and 5x Gold Medalist Dana Vollmer speaking to our #FPASF chapter! “Unraveling Superwoman” Event here: www.fpasf.org/fpaevents/local-chapter/Details and register here: events.r20.constantcontact.com/register/event?oeidk=a07ehem1ibw399f93df&llr=bqlzdklab ... See MoreSee Less

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FPA of San Francisco

8 months ago

We are thrilled to share with you our 2020 #FPASF Strategic Partner video. We're so appreciative of our Strategic Partners and we couldn't do what we do without their amazing support. Don't hesitate to contact them if you have any questions they may be able to help you with - they are fantastic resources for us and experts in what they do. ... See MoreSee Less

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FPA of San Francisco

1 years ago

15 Reasons to Renew your Financial Planning Association Membership! ... See MoreSee Less

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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

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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.

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