Welcome to the Financial Planning Association Silicon Valley

Chapter Meetings

There is no scheduled chapter meeting in June.

July 8 11:30am – 1:30pm – Public Employee Retirement Benefits: Will They Eat the State of California, or Just Parts of It?
Speaker: Chuck Reed, former mayor of San Jose
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.

June 17 12:00 pm – 1:30pm – Permission to Spend
Speaker : Aaron Rubin, CPA, CFP®

Register Here

Student Forum Announcement

The next Student Forum meeting will be this fall.  Check back this summer for more information.

News

Financial Education at Middle Schools Announcement

Currently members of the pro-bono committee are focusing their energy on financial literacy for grade school children. As part of the ongoing effort, we have been working with a middle school teacher at a local school. The teacher has created an elective for students called “money matters” that introduces a variety of financial subject areas to students. These subject areas range from venture capitalism to identity theft. The committee is looking for volunteers to participate in a class room presentation if interested please contact Daria Victorov here.

Welcome Wednesday Social/Networking Event   FPASV is hosting a new monthly social on the 4th Wednesday at a different location each month.  This month, join us April 27th from 5-7 pm at The Patio in Palo Alto.  RSVP appreciated, but not required.  Walk-ins are welcome.  No host bar.  To RSVP or learn more, click here.

5th Annual Bocce Ball Event – Registration is now open! FPASV is hosting it’s 5th annual bocce ball event on August 18th at Campo di Bocce in Los Gatos.  Join us for a fun, casual evening of food and friendly competitionClick here for more information.    Click here to register. 

For sponsorship opportunities, click here.

Financial Firm Tours
FPASV is once again hosting financial firm tours with one hour mentorships for our members.

Firm tours currently scheduled are:
June 22nd – Johnson Lyman Wealth Advisors, Los Altos REGISTER HERE!
July 13th – Golub Group, San Mateo SAVE THE DATE!

Triple Treat Summer Social with FPA of Silicon Valley, FPA of San Francisco and CalCPA
Start the Summer off right with The Triple Treat Event!
Thursday, June 16th, 5:30 pm
Kingfish, San Mateo
Find out more here.

Gold Award for Roadmap to Success
FPA of Silicon Valley was recently awarded with the highest level of recognition for its work as a chapter in 2014.  Each chapter within FPA is given the opportunity to complete the Roadmap to Success application process. It is a measurement of a chapter’s initiatives, record keeping, and growth in the previous year. FPA of Silicon Valley was one of a few chapters which received Gold level recognition. Thank you for your part in making our chapter a thriving success!

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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Silver Partners


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