Fpa San Francisco

A Community of Financial Professionals in the Bay Area

The Financial Planning Association (FPA) of San Francisco is a vibrant community of over 700 financial professionals dedicated to enriching the financial lives of individuals and businesses in the San Francisco Bay Area. Established in 1997, we are a 501(c)(6) organization committed to fostering ethical and competent financial planning.

Our Mission

• Empowering individuals: We provide educational events, workshops, and resources to empower individuals to make sound financial decisions.
• Promoting ethical practice: We uphold the highest ethical standards and promote transparency in the financial planning profession.
• Building community: We foster a supportive network where professionals can connect, learn from each other, and build meaningful relationships.

1. Education & Professional Development

• Monthly chapter meetings featuring industry experts on timely financial topics
• Workshops on diverse financial planning areas such as estate planning, wealth management, and retirement planning
• Advanced professional development programs and workshops through partnerships with leading institutions

2. Advocacy & Community Involvement

• Advocating for policies that support and strengthen the financial planning profession
• Promoting financial literacy through community outreach programs
• Partnering with local organizations to address financial challenges in the community

3. Networking & Support

• A vibrant online forum for peer-to-peer support and collaboration
• Mentorship programs for emerging financial planners
• Access to a network of professionals to expand your business connections

4. Engaging Resources

• Regularly updated website with financial planning news, thought leadership articles, and member spotlights
• Access to online learning modules and webinars
• Exclusive member discounts on financial planning resources and tools

5. Strategic Partnerships

• Collaborating with leading organizations in the financial services industry to provide exclusive benefits and resources to our members
• Partnering with technology providers to enhance the efficiency and effectiveness of financial planning