Thank You to Our Platinum Strategic Partners

Thank You to Our Silver Strategic Partners

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
03/12/2024
7:00 am - 3:00 pm
FPA of CA Advocacy Day

To Attend: Details/Register

To Volunteer: Pro Bono & Advocacy Week, March 13th – 21st, 2024
Sign up HERE to volunteer

03/12/2024
3:00 pm - 4:30 pm
Becoming Succession Ready: The Journey Before the Destination
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): Brooklyn Brock, CFP®, CEPA®, ChFC®, CKA®, Founder, Ellevate Advisors LLC
Strategic Partner: Key Bridge Compliance, Lauren Hein
Details/Register

05/14/2024
3:00 pm - 4:30 pm
Money Psychology/Your Relationship With Money/Financial Psychology
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): TBA

06/11/2024
3:00 pm - 4:30 pm
Real Estate Tax Planning, Prop 19
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): TBA

08/13/2024
3:00 pm - 4:30 pm
TBA
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): TBA

Click here to view the full list of events.

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12 Dec
12/12/2023    
3:00 pm - 4:30 pm
Panel: Daniel Tripp, CFP®, Associate Financial Planner, Redwood Grove Wealth Management LLC / Daria Victorov, CFP®, Partner, Financial Advisor, Abacus Wealth Partners / Jesse Pence, CFP®, Partner, [...]
12 Dec
12/12/2023    
4:30 pm - 6:00 pm
The FPASF Board would like to invite you to join us for a Holiday Reception just after our December chapter meeting. Enjoy generous appetizers and [...]
Events on 12/12/2023

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5 months ago
FPA of San Francisco

CHAPTER MEETING
Tuesday, Oct 10, 2023 @ 3-4:30pm
Supporting Clients’ Charitable Intentions
Speaker:
Erinn Andrews, CEO
GiveTeam

San Francisco Italian Athletic Club, San Francisco CA
*Topic has been approved for CFP Board for 1.0 hour of CE credit.

buff.ly/3F11hAU
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Members of our 2022 and 2023 #FPASF Board of Directors gathered at SF Brewing on Friday 10/3 for our annual Strategic Planning Meeting. We reflected on 2020, 2021, and 2022 and planned for 2023. Our focuses are COMMITMENT, COMMUNITY, and CONTENT. We're excited going into 2023! ... See MoreSee Less

Past President, S. Nasira Iqbal, spreading the word about #FPASF Financial Planning Day! VIRTUAL this year on 10/29 - want to volunteer to do pro bono planning for local community members? Learn more here: buff.ly/3rD1FyG ... 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

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

Thank You To Our Strategic Partners

Platinum Strategic Partners

 
     

 

Silver Strategic Partners