Welcome to the Financial Planning Association Silicon Valley

Chapter Meetings

Friday, July 14th 11:30 am – 1:30 pm

Topic:  Municipal Bond Investing in California: Risks and Rewards
Speaker:  Christopher Sperry, CFA, Vice President and Portfolio Manager, Franklin Templeton Fixed Income Group
Location: Maggiano’s Little Italy, San Jose

Friday, October 21st SAVE THE DATE!

Financial Planning Day

Brown Bag Meetings

Brown Bags are lunchtime meetings with a focused topic and speaker, typically attended by 10-12 people, providing a more casual and intimate setting to learn about and discuss specific topics. These meetings are offered at a nominal cost of $10 to FPA members, $15 for non members, with attendees bringing a bag lunch.  Pre-registration is required and attendance is limited to 12 based upon conference room space.

Friday, July 21st  12:00 pm- 1:15 pm

Topic:  Working with Newly Bereaved or Widowed Clients
Speakers: Rory Morse, J.D., of the Dayton Law Firm
Location:  1919 S. Bascom Ave, Ste 100, Campbell
Cost: $10 for FPA members; $15 for non-members.  Save the Date.  Registration will open soon.

Student Forum Announcement

Student Forum Meetings are intended for those students at UCSC-Extension who are enrolled in the Personal Financial Planning Program and for members of the Financial Planning Association (any chapter).  These meetings are not open to the public.

Friday, June 23rd  12:00 – 1:30pm

Topic: Client Acquisition Tips and Strategies
Speaker: 3-4 Panelists will share their experiences
Location: UCSC Extension in Santa Clara (3165 Bowers Avenue)

Register Here

News & Other Events

The Keir Scholarship IS BACK!
*For FPA Members Only*
Win a scholarship to a Keir Live or Virtual Review Class PLUS materials for the CFP® Certification Exam!
Download the application

May 18th – Conference on Charitable Giving
Frances C. Arrillaga Alumni Center, 326 Galvez Street, Stanford University,  8:30 am – 5:30 pm
Experts will cover the latest developments in charitable giving and estate planning, including emerging practices in philanthropic advising. CE is available.  Click here for more information or to register.

May 25th – NextGen Event
This Event Is Cancelled

June 1Financial Firm Tour
Firm:  Bingham Osborne & Scarborough
Time: 2:00 pm
Location: 203 Redwood Shores Pkwy #510, Redwood City, CA

Register Here

 

June 22nd – Triple Threat
Start the Summer off right with FPA of Silicon Valley, CalCPA and APABA – The Triple Treat Event!!!  Join us Thursday, June 22nd at Kingfish in San Mateo for a joint-trio networking social mixer with industry professionals. You only get this opportunity once a year!
Time: 5:30 pm
Location: KingFish, 201 B Street, San Mateo

Register Here

 

August 17 – 6th Annual Bocce Event
Food, fun, networking!  Get all three at our Annual Bocce Event!  Early bird pricing open through June 10!
Time: Networking starts at 5:30 pm, Bocce begins at 6:00pm  No experience necessary!
Location: Campo di Bocce, Los Gatos

Register Here

 

2017 FPA Residency Program is HERE!

​​In an effort to maximize the personal experience of our FPA Residency Program, space in each program is limited. Admission is granted on a first-come, first-served basis for those who qualify.
Click on date below and Register Now
June 9 – 14, 2017
October 20 – 25, 2017

2017 NexGen Gathering is HERE!
When: June 23-25, 2017
Where: North Central College, Chicago, IL
For more information click here: FPA NexGen Gathering:Lead Today
P.S. We have an Scholarship Application available, download it here.





Thank You to Our Partners

Gold Partners


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