Welcome to the Financial Planning Association Silicon Valley

Chapter Meetings

November 11th 11:30am – 1:30pm – Planes, Trains, Automobiles, and Mopeds: Which “vehicle” will you recommend to help your business owner clients reach their retirement plan objectives?
Speaker: Brian L. Smith
Location: Maggiano’s Little Italy

Register Here

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.

October 28th 12:00am – 1:30pm – Solo Aging: Planning Strategies for Aging Alone
Speaker: Dr. Jim McCabe
Location: 1900 The Alameda, Suite 300 San Jose, CA 95126
Register Here

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

We do not have any upcoming events. Please check back later.

News & Other Events

October 26th – 5:00 pm – 7:00 pm
Topic: Welcome Wednesday Social/Networking Event
Location: Steins Beer Garden, 895 Villa St, Mountain View

“Due to renovation delay at Alegio’s, we will need to reschedule our chocolate tasting event.”

Click here for more information about this event.

Financial Planning Day – October 22, 2016

We are still in need and looking for additional volunteers!  Volunteer Today

Contact Larysa Prytula for more information.

Financial Planning Day – January 28, 2017

We are looking for a coordinator for the event and will soon be sending out a call for other volunteers for the event.  Contact Kalvin Sid for more information.

2016 FPA/Keir Scholarship Award

We are pleased to announce the 2016 FPA/Keir Scholarship Award. Win a scholarship to a Keir Live or Virtual Review Class PLUS materials for the CFP® Certification Exam!

Download the Application Today

Thank You to Our Partners

Gold Partners


Michael Ryan & Associates

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Silver Partners