Welcome to the Financial Planning Association Silicon Valley

Highlighted Events & Programs

Brown Bag Meeting

Date: July 18, 2014

Time: 12:00 pm – 1:30 pm
Annuities 101: Understanding the Basics of Annuity Contracts
Speaker: Renée Snow, Ph.D., CFP®, EA
Location: Lexus of Stevens Creek

More information and to RSVP please click here

Chapter Meeting

Date: July 11, 2014

Time: 11:30 am – 1:30 pm
Topic: Hybrid Insurance with Long-Term Care Riders
Speaker: Cindy Eisenhower
Location: Maggiano’s Little Italy


Date: September 12, 2014

Time: 11:30 am – 1:30 pm
Topic: Ready for Results: How to Make your Content strategy generate the right opportunities for your practice
Speaker: Kristin Harad, CFP®
Location: Maggiano’s Little Italy

More FPASV Events…

Chapter News

3rd Annual Bocce Ball Event *Register Today*

Join us at our 3rd Annual Bocce Ball Event for an evening of fun, networking, food and drinks.   No previous bocce ball experience required!   The event will be held at Campo di Bocce on August 21st 5pm until ??.   Don’t miss this fun evening event!

Register for the event here.

Interested in sponsoring a team?  Click here.

Networking Event at Cupertino Inn

Join us for this after-hours networking event for food, drinks and good conversation. All members are invited as are prospective members. 

Register for the event here

Far West Roundup 2014

Are you excited about this year’s Roundup?  Far West Roundup is an informal retreat for financial planning practitioners and those intending to enter the financial planning profession. Please click on the link Far West Roundup 2014 Registration for more information regarding:

1) Program Topics and Schedules
2) Speaker Bios, and
3) Logistics


FPA Diversity Scholarship

The FPA Diversity Committee developed a merit-based scholarship program to sponsor Diversity Scholarship award recipients to attend a FPA national conference, collaborate with the FPA community, and promote inclusivity, and creativity within the financial planning profession.

This scholarship is available or the FPA Annual Retreat, which takes place September 20-22. 2014 in Seattle.

The scholarship includes:

Conference fees, travel and accommodations
One year paid FPA membership
One year of paid local chapter meeting fees
And more…
Deadline for applications is August 1, 2014.

2014 Diversity Scholarship Guidelines and Application (PDF)

Please consider applying and spread the word to others you think may want to apply.



Gold Partners


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Silver Partners