Welcome to the Financial Planning Association Silicon Valley

Chapter Meetings

January 25th  -Welcome Wednesday
New to the FPA Chapter of Silicon Valley? Come and meet your fellow members and/or future members.

Location: Roots and Rye

January 13  11:30 am – 1:30 pm – Economic Update
Speaker:Rich Taylor, vice president, client portfolio manager, American Century Investments

Sponsor: Christine Stormont, Reverse Mortgage Funding LLC
Location: Maggiano’s Little Italy
Register Here

February 10  11:30 am – 1:30 pm -Why and What Real Estate Investments Should be Part of Clients’ Portfolios
Speaker: Tom Wilson, Wilson Investment Properties

Sponsor:TBA
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.

We currently do not have any November Events

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, March 24th  12:00pm- 1:30pm

Topic:  Developing and Nurturing Your Professional Network
Speakers: Christina Gray, Anna Sergunina, CFP®, Dave Samuels, CFP®, CLU
Location:  3175 Bowers Avenue, Santa Clara, CA 95054 

Registration Coming Soon

News & Other Events

It’s time to purchase your ANNUAL PASS!

Purchase Now

Financial Planning Day – January 28, 2017

Volunteers are needed! Volunteer Here
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


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Michael Ryan & Associates

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Silver Partners


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 Redwood-Mortgage

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