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 |
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 / |
08/08/2024 - 08/11/2024 All Day |
35th Annual Conference - FPA Far West Roundup
UC Santa Cruz, Santa Cruz CA |
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. |
09/04/2024 6:45 pm - 8:30 pm |
Join Us for Some Member Fun at a Giants Game! |
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! (August 2023)
We welcome our newest members and look forward to building our local community together! Taylor Wan, CFP® Eric Janson Eric Joynt, CFP®, Prospettiva Financial LLC Aubrey Klearman, Yeske Buie
Congratulations to our Members Celebrating Milestones! (August 2023)
We truly appreciate our members and celebrate this important milestone with them! 5 Years John Goldberg, Capital Trust Advisors Millie Curran, CFP®, Pi Advisors LLC 10 Years David Shore, ChFC, CLU, Marin Financial Advisors
Welcome New Members! (July 2023)
We welcome our newest members and look forward to building our local community together! Maria Angelica San Felipe, CFP® Timothy Chiochios, CFP®, CPA, Andrikopoulos Chiochios Accountants Claire Hunsaker, CFP® Erich Jochimsen, Meritas Wealth Management Cesar Sandoval,...
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