Welcome to the Financial Planning Association Silicon Valley


Upcoming Events

Chapter Meetings

There is no June Chapter Meeting.

July 10th – 11:30 am – 1:30 pm
Topic: Investment Implications of PIMCO’s Secular Outlook
Speaker: Scott W. Martin, CFA
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.

July 17th – 12:00 – 1:30 pm
Topic: Brown Bag Meeting: Clients I Have Lost and Why
Location: Campbell, near the Pruneyard
Speaker: Curt Weil, CFP®

Register Here

Chapter News

4th Annual Bocce Ball Event
That’s right the event you all have so patiently been waiting for is back!

Join us at our 4th Annual Bocce Ball Event for a casual evening of fun, networking, food and drinks. No previous bocce ball experience required! The event will be held at Campo di Bocce on August 20th 5pm until close.

Registration includes dinner, two complimentary drinks and bocce. Register early to get the best price!

Register Here

Sponsors please register here

The 26th Annual FPA Far West Roundup is here!
Yes, you got it! Thanks to the great efforts of our volunteer webmaster Beth McClelland, no more paper registrations and checks, and still one of the best deals in town for all the education, fun, networking AND CE credits you can obtain in one place. Following tradition, the event will take place at UC Santa Cruz’s College 8, this year from August 13 through August 16. From the great line up of speakers and all the emails we have received from interested advisors, this Roundup is very likely to sell out. So you old timers: don’t wait to the last minute!
Register Here

Summer Networking Event at Cupertino Inn
Join FPA of Silicon Valley for our mid-Summer Networking Event at Cupertino Inn. Members and Non-members are invited. Appetizers will be provided. No host bar. This is a free event. Please bring along your colleagues.

Register Here

Firm Tour: Golub Group (For Current FPA Members Only)
Have you ever wondered if there was another way to run your financial planning practice? What are the various roles available within an RIA? Do you need to have a broker-dealer affiliation? What are some of the challenges of joining an ensemble firm versus starting your own? Golub Group, LLC. has graciously offered to open up its offices and staff to share their experiences. Come prepared with questions!  Members Register Here.

A new South Bay Study Group is forming!

A study group is a valuable resource for planners in all stages of professional development. Come meet other like minded professionals and form long lasting professional bonds. Our first meeting is scheduled for Tuesday, June 16, 2015 at 1:30pm. The location will be at:

1919 S Bascom Ave Ste 100
Campbell, CA 95008

If you’re interested in checking this out, please RSVP by emailing careers@fpasv.org. Space is limited.


 


 



Gold Partners

Ameriprise-LOGO
Deutsche_Asset__Wealth_Management_Logo_compressed
fpasf_spnsr_ishares
americancentury

Ameriprise-LOGO

logo_stonecrest_managers_200
logo_dayton_lg 
 
Michael Ryan & Associates


Silver Partners

LifeEncoreLogoSmall
OpenLogo_better_tagline_lg-800x255-300x95
Redwood-Mortgage
NewLogoBoth
LifeEncoreLogoSmall