Welcome to the Financial Planning Association Silicon Valley

Chapter Meetings

October 14 11:30am – 1:30pm – Factor Pricing: A Framework for Incorporating Smart Beta in Client Portfolios
Speaker: Brent Ledbetter
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.

September 28th 12:00am – 1:30pm – Neuro-Economics: Using the Science Behind Your Client’s Challenging Money (Joint session with Student Forum)
Speaker: Denise Hughes, Money Coach and Author
Location: UCSC Extension Silicon Valley
Networking Starts at 11:30 am
Register Here

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

The upcoming 9/28 Student Forum event is a joint meeting with the Brown Bag lunch group.  See the Brown Bag meeting information above for the description and the registration link for this joint session.

News & Other Events

September 28th – 5:00 pm – 7:00 pm
Topic: Welcome Wednesday Social/Networking Event
Location: Milagros, 1099 Middlefield Road, Redwood City

Click here for more information about this event.

October 26th – 5:00 pm – 7:00 pm
Topic: Welcome Wednesday Social/Networking Event
Location: Alegio Chocolate, 522 Bryant St. Palo Alto

Click here for more information about this event.

Financial Planning Day Is Around The Corner

Financial Planning Day is coming up on October 22nd.  We are looking for a coordinator for the event and will soon be sending out a call for other volunteers for the event.  Contact Larysa Prytula for more information.

FPA Annual Conference:  BE Baltimore 2016

September 14-16 is FPA’s Annual Conference.  Register today and use the Promo Code CHBE16 to SAVE $25.  Click here to register or form 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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