Welcome to the Financial Planning Association Silicon Valley

Chapter Meetings

October 9 11:30am – 1:30pm – Growth and Evolution of Responsible Investment & ESG and Implications for Advisors and Their Clients
Speaker: John Streur, President and CEO of Calvert Investments
Featured Partner: Allen Carr, Deutsche Wealth & Asset Management
Location: Maggiano’s Little Italy
Register Here

November 13 11:30am – 1:30pm – Combating Elderly Financial Abuse
Speaker: Cherie Bourlard, Deputy District Attorney, Santa Clara County
Location: Maggiano’s Little Italy

December 11 11:30am – 1:30pm – Economic Update for 2016
Speaker: Jack F. Roddy, CIMA®
Location: Maggiano’s Little Italy


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 16th, 2015 – 12:00 – 1:30 pm
Topic: Communications and Compliance Considerations in the Age of Social Media
Location: Campbell (near the Pruneyard)
Cost: $10 members/$15 non-members
Speaker: Marcos Lira, CFP®, EA, Founder and Principal of 360Dividends
Register Here

Upcoming Events

Financial Planning Day:Saturday, October 17th: 12:00pm – 5:00pm
If you would like to join in, please visit our event registration page on GoVoluntr: Volunteer Here

Financial Planners in the Library Saturday, November 14th: 1:00pm- 5:00pm
If you would like to join in, please visit our event registration page on GoVoluntr: Volunteer Here

Planned Giving Basics
Learn the basics of planned giving and obtain the tools to start your planned giving program in six sessions!
Special Rate for FPA Silicon Valley Members
Register Here

October Student Forum
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.

October 23, 2015, 12:00 – 1:30 pm
Annuities 101:  Understanding the Basics of Annuity Contracts
Speaker: Renée Snow, Ph.D., CFP®, EA, Principal of ASL Financial, LLC
Location: UCSC Extension Register Here

December 3, 2015, 6:00 – 8:30 pm
Personal Financial Services Networking and Career Event
Location: UCSC Extension Silicon Valley
Registration Coming Soon

Thank You to Our Partners

Gold Partners



Michael Ryan & Associates

Silver Partners