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Mission
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.
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:: (877) 260-3218
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Next Meeting At:
The City Club, 155 Sansome Street, SF, Main Dining Room
Tuesday, September 10, 2013
4:00 pm - 6:00 pm (Program)
6:00 pm - 7:00 pm (Member Appreciation Event)
Topic: Best Practices for Growing Newer Advisors
Program Description:
Financial planning firms are hiring new advisors in record numbers. Getting the best hires - and keeping them - is a challenge. In this program, leading firms will share their processes and tools for hiring, training, establishing career paths for and retaining advisors.
Whether you're an employer or an employee, you're sure to take home some pearls of wisdom. Hear from our panel on the best practices for growing newer advisors. Continue reading here
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Member Appreciation Event
Tuesday, September 10, 2013
6:00 pm - 7:00 pm (Immediately Following Monthly Meeting)
Palio D'Asti, 640 Sacramento Street, San Francisco, CA
FPASF Members - Come spend an enjoyable evening mixing and mingling with other members while you dine on appetizing food! We hope you can join us!
A Special Thank You to Our Event Sponsor:
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Upcoming Events
11:30 am - October 8, 2013
Bond Market Outlook
Thomas H. Atteberry, CFA, Partner, First Pacific Advisors, LLC
9:00 am - October 19, 2013
4th Annual San Francisco Financial Planning Day (Volunteer Registration is Now Open)
9:30 am - November 12, 2013
Working with Specialists to Deliver Value on Outside Assets
4:00 pm - December 10, 2013
Advisor Panel
5:30 pm - December 10, 2013
Holiday Reception
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Chapter News
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Board Update - Coming Soon to a Mailbox Near You - Starting in September, FPA members will begin receiving a new-and-improved version of the regional newsletter, The Planner. Members will receive a hard copy newsletter quarterly. Monthly, members will receive a regional calendar of events electronically. We hope you enjoy the new look and feel of the newsletter. As always, we welcome your comments and feedback.
- Volunteers Needed for 4th Annual Financial Planning Day
Scheduled for October 19th from 9:00 am to 4:00 pm at UC Hastings, this event will feature planners who are interested in providing one-on-one counseling to individuals and families, many of whom have never had the opportunity to meet with a planner before. Financial planners who either hold the CFP® certification or are members of the FPA are eligible to volunteer. For volunteer registration, please visit: www.financialplanningdays.org/SanFranciscoVolunteer
Logistics volunteers are also needed the day of to help ensure that the event runs smoothly. Logistics volunteers may be asked to help at the registration table or help direct traffic in the "Ask-a-Planner" section. If interested, please contact Holly Wilkerson at info@fpasf.org.
- 2013 FPA San Francisco CFP® Scholarship Program Applications will be available on the FPASF website (www.fpasf.org) in early September. The deadline will be October 15th, 2013. Find scholarship details here
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Thank You to Our Gold Sponsors
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Thank You to Our Silver Sponsors
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