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
07/18/2024
5:00 pm - 7:00 pm
Member Appreciation Social Mixer
Dawn Club, San Francisco CA

DETAILS/REGISTER

07/25/2024
12:30 am - 5:00 pm
FPA of Northern California - Summer Symposium - Succession Planning

Title: 2024 Summer Symposium – SESSION 1: Topic: Boost the Value of Your Practice /
SESSION 2: Topic: Panel Discussion: In the Trenches of Business Transitions / SESSION 3: Deal Structures That Work
Speakers: John Turner, Vice President, Investment Advisory Lending, Live Oak Bank / Moderator: Landon Tymochko, MBA, CFP®, CPWA®, AIF / Panelists: Dr. Chase Armer, CFP®, CFA®, EA, President, Planned Solutions (additional panelists to be announced soon)
Location: Franklin Templeton Investments, 3344 Quality Drive, Rancho Cordova, CA
Details/Register

08/08/2024 - 08/11/2024
All Day
35th Annual Conference - FPA Far West Roundup
UC Santa Cruz, Santa Cruz CA

Details/Register

08/13/2024
3:00 pm - 4:30 pm
State of the California Property Insurance Market
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): Ramona Johanneson, Arthur J. Gallagher & Co. Insurance Brokers of California, Inc.
DETAILS/REGISTER

09/04/2024
6:45 pm - 8:30 pm
Join Us for Some Member Fun at a Giants Game!

DETAILS/REGISTER

Click here to view the full list of events.

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08 Aug
08/08/2023    
3:00 pm - 4:30 pm
Speaker(s): Kevin Panzera, CAPI, Vice President, Private Client Services, Marsh McLennan Agency Ramona Johanneson, Area Vice President, Arthur J. Gallagher Risk Management Services Details/Register
10 Aug
08/10/2023 - 08/13/2023    
All Day
Location: UC Santa Cruz Details/Register  
Events on 08/08/2023
Events on 08/10/2023
10 Aug

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Whether you are thinking about retiring soon or you are just starting to build your business, it's always a good time to start Becoming Succession Ready! Join us at the SF Italian Athletic Club on Tuesday, March 12th to hear Brooklyn Brock share her knowledge and expertise, so that you can begin preparing The Journey Before the Destination! ... See MoreSee Less

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
... 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

Welcome New Members! (May 2024)

We welcome our newest members and look forward to building our local community together! Ivan Lancaster, Parallel Advisors, LLC Coleman Myers Hannah Quackenbush, CFP® Rick Raybin, CFP®, Lifetime Legacy Services, LLC Greg Tull, Meritas Advisors Josh Weaver, CFP®,...

read more

Welcome New Members! (April 2024)

We welcome our newest members and look forward to building our local community together! Samita Malik, Arta Finance Catheryne DiPrete, CIMA®, CFP®, RMA®, Morgan Stanley  

read more

Thank You To Our Strategic Partners

Platinum Strategic Partners

 
 

 

Silver Strategic Partners