FPA of San Francisco

155 Sansome Street
San Francisco CA  94104

Phone: not available

FPA of San Francisco

The San Francisco Chapter of the Financial Planning Association is a dynamic community of over 500 financial professionals that come together to learn, share resources and to promote financial planning throughout the San Francisco Bay Area.

Our Mission

The Mission of the Financial Planning Association of San Francisco is to advance the financial planning profession in accordance with the highest ethical standards by providing education, association, and leadership for the Bay Area financial

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Categories: Financial Planning




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Past Events

Family Wealth: Advising the Rising Generation & Holiday Reception

Family Wealth: Advising the Rising Generation & Holiday Reception
04:00 pm - 12/08/2015

At FPA of San Francisco

Join us for an insightful and dynamic discussion about engaging and advising your client’s children. Hear from local industry experts about WHY you should begin...

Behavioral Finance: Why It Matters and How to Help Clients Make Good Financial Decisions

Behavioral Finance: Why It Matters and How to Help Clients Make Good Financial Decisions
09:30 am - 11/10/2015

At FPA of San Francisco

Behavioral Finance: Why It Matters and How to Help Clients Make Good Financial Decisions Speakers: Terrance Odean, Rudd Family Foundation Professor, Haas School...

Marin Brown Bag Lunch Meeting - The 35% Opportunity Engaging Clients in Philanthropy

Marin Brown Bag Lunch Meeting - The 35% Opportunity Engaging Clients in Philanthropy
11:30 am - 10/27/2015

At FPA of San Francisco

Program Description: In a 2013 U.S. Trust study, nearly 90% of high net worth individuals said that giving back is an essential part of their lives, but only 55%...

Joint Meeting with the Financial Planning Association of San Francisco (FPA-SF) and the Northern California Planned Giving Council (NCPGC) -

Joint Meeting with the Financial Planning Association of San Francisco (FPA-SF) and the Northern California Planned Giving Council (NCPGC) -
11:30 am - 10/13/2015

At FPA of San Francisco

Speakers: Mark Prendergast, CPA, CFP®, CFO and Director of Tax Strategies, Inspired Financial & Raymond Sheffield, Esq., JD, LLM, Sheffield Law Office Program...

Wind Down Wednesday Social Networking Mixer

Wind Down Wednesday Social Networking Mixer
05:00 pm - 09/23/2015

At FPA of San Francisco

This is a free event for members. Please note that there is no agenda and you only pay for what you eat and drink. We hope to see you there at Americano Restaurant...

Extending Philanthropy Through Impact Investing

Extending Philanthropy Through Impact Investing
11:30 am - 08/11/2015

At FPA of San Francisco

Speaker: Elizabeth Stelluto, Chief Growth Officer, ImpactAssets Program Description: Do you know your clients’ charitable goals? Many advisors strive to be the...

Wind Down Wednesday, July 22 at Americano 5:00

Wind Down Wednesday, July 22 at Americano 5:00
05:00 pm - 07/22/2015

At FPA of San Francisco

Come ready to network, have fun and share ideas over drinks and appetizers. This is a free event for members. Please note that there is no agenda and you only...

Critical Tax Issues for Early Stage Company Founders and Executives

Critical Tax Issues for Early Stage Company Founders and Executives
11:30 am - 07/14/2015

At FPA of San Francisco

Speaker:Steve deHaan, Managing Director, Andersen Tax Program Description: Presentation will cover tax issues commonly faced by founders, early employees and executives...

Marin Workshop – Possibility: In the Midst of Disruptive Change with Don St. Clair and Debbie Grose

Marin Workshop – Possibility: In the Midst of Disruptive Change with Don St. Clair and Debbie Grose
01:30 pm - 06/12/2015

At FPA of San Francisco

Speakers: Don St. Clair, AIF®, CFP®, St. Clair Financial and Debbie Grose, CFP®, Lighthouse Financial Planning Program Description: Helping our clients cope...

Ethics Course

Ethics Course
01:30 pm - 05/12/2015

At FPA of San Francisco

Tuesday, May 12, 2015, 1:30 - 3:30 pm Topic: Ethics Course Speaker: Nancy R. Gire, CFP®, CPA, J.P. King Advisors, Inc. Program Description: Join us for an informative...

Current Health Insurance Landscape – How It Affects Individuals and Families in the Bay Area and Beyond

Current Health Insurance Landscape – How It Affects Individuals and Families in the Bay Area and Beyond
11:30 am - 05/12/2015

At FPA of San Francisco

May 12, 2015 – 11:30 am – 1:30 pm – Current Health Insurance Landscape How It Affects Individuals and Families in the Bay Area and Beyond Speakers –...

New Member Orientation

New Member Orientation
01:30 pm - 04/21/2015

At FPA of San Francisco

Tuesday, April 21, 2015 1:30 pm - 2:30 pm (immediately following the chapter meeting) Topic: New Member Orientation Program Description: What can the FPA-SF...

Tax Planning for the Gray Tsunami

Tax Planning for the Gray Tsunami
11:30 am - 04/21/2015

At FPA of San Francisco

Tuesday, April 21, 2015 11:30 am - 1:30 pm 1:30 pm - 2:30 pm New Member Orientation (Details Here) Topic: Tax Planning for the Gray Tsunami Speaker: Katherine...

Marin Brown Bag Lunch Meeting – Top 10 Practice Management Insights to Build a More Referable Practice

Marin Brown Bag Lunch Meeting – Top 10 Practice Management Insights to Build a More Referable Practice
11:30 am - 03/25/2015

At FPA of San Francisco

Marin Brown Bag Lunch Meeting Details Note: FPA SF Brown Bag Lunch Events require FPA membership to attend. FPA members from other chapters are welcome to attend...

March FPASF Chapter Meeting

March FPASF Chapter Meeting
09:00 am - 03/10/2015

At FPA of San Francisco

Tuesday, March 10, 2015 9:00 am - 2:00 pm Topics: Understanding Longevity Annuities and Their Potential Role in Retirement Income Impact of Valuation-Based...

The Resurgence of Single Stock Concentration Risk Management

The Resurgence of Single Stock Concentration Risk Management
11:30 am - 02/10/2015

At FPA of San Francisco

After several years of diminished interest in the area of single stock concentration risk management, the discipline is once again becoming increasingly important...

Navigating through the Changing Investment Landscape: What to Know, What to Do

Navigating through the Changing Investment Landscape: What to Know, What to Do
11:30 am - 01/13/2015

At FPA of San Francisco

Navigating through the Changing Investment Landscape: What to Know, What to Do Speaker: Nelli Oster, PhD Investment Strategist, BlackRock Investment Institute ...

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