How to Become a Strategic Partner

Working with the Financial Planning Association of San Francisco

The Financial Planning Association of San Francisco is supported by a number of exceptional strategic partners  who help offset the cost of delivering benefits. These strategic partners are helping to lead FPA’s message of building the community of the financial planning profession, with their commitment to the association, its mission and its members.

Strategic Partner Packages

The FPA of San Francisco offers you the opportunity to partner with our Association over the course of an entire year rather than by each single event. Benefits include complimentary attendance and recognition at each of our monthly meetings, webinars, prominent display on our website, access to the membership directory, and more! The Strategic Partner Brochure outlines the differences between the Platinum and Silver levels.

To fill out the registration application and reserve your partnership spot, please complete the Strategic Partner Reservation Form on pages 6 and 7 and return to Holly Wilkerson, Executive Director, for processing.