Welcome to the Financial Planning Association Silicon Valley

Upcoming Meetings

Chapter Meetings

September 12, 2014

Speaker:Kristin Harad, CFP®

  • Topic: Ready for Results: How to Make your Content Strategy generate the right opportunities for your practice
  • Time: 11:30am to 1:30pm
  • Location: Maggiano’s Little Italy

More Information Here  

October 10, 2014

Speaker:Barry H. Sacks, J.D.,Ph.D.

  • Topic: Reversing the Conventional Wisdom: Using Home Equity to Supplement Retirement Income…..Starting Early
  • Time: 11:30am to 1:30pm
  • Location: Maggiano’s Little Italy

More Information Here

Speaker:Curt Weil, CFP®

  • Topic: CFP Board Ethics Workshop
  • Time: 1:45am to 3:30pm
  • Location: Maggiano’s Little Italy

More Information Here

Brown Bag Meetings

September 19, 2014

Speaker:Ted George, CFP®, MSFP, Principal of George Financial Advisors

  • Topic: The Individual 401(k), the Best Choice for a Self-Employed Individual
  • Time: 12:00 am to 1:30pm
  • Location: Campbell near the Pruneyard

More Information Here  

October 17, 2014

Speaker:Larry Pon, CPA, CFP(r), EA

  • Topic: Planned Giving with Business Exists
  • Time: 12:00 am to 1:30pm
  • Location: Campbell near the Pruneyard

More Information Here

More FPASV Events…

Chapter News



FPA Silicon Valley helps our community with free financial planning help in many ways. Here are two programs for which we are actively seeking volunteers:

Financial Planning Day of Silicon Valley will be held on Saturday, October 11th from 1:00 to 5:00 p.m. at the Sunnyvale Public Library. CFP® volunteers are needed to provide personal consulting on a variety of financial topics to individuals and families. To quote from a previous participant: “What I like about this is they’re very qualified people who are running it, and there’s no strings.” If you’re interested in participating, either as a CFP® providing advice or to help with logistics, registration information can be found on the FPA Silicon Valley website at www.fpasv.org. You can also contact Gary Rousselo at garyr@jlwealth.com for more information.

FPA Silicon Valley, in partnership with MAITRI, is looking for volunteers to help women facing domestic violence, emotional abuse, cultural alienation, human-trafficking, and family conflict. You would be providing individual counseling for one of these women on financial issues ranging from debt management through asset building. The goal is to support them to become financially independent and self-reliant. Please contact Ariadne at Ahorstman@ssffinancial.com for more information or if you’d like to participate.

Tour a Financial Firm


Have you ever wondered if there was another way to run your financial planning practice? What are the various roles available within a Financial Firm or RIA?  Do you need to have a broker-dealer affiliation?  Do you need licenses or a designation? What are some of the challenges of joining an ensemble firm versus starting your own? What opportunities are available as an employee?


If you’ve ever asked yourself any of these questions, the FPA Silicon Valley chapter has arranged three Financial Firms/RIA tours this Fall to give members an inside look into three successful firms.  Each company has graciously offered to open up their offices and their staff and share their experiences.  Come prepared with questions!


Attendance will be limited to 6-10 FPA members so register early as spots will fill up fast.

The dates are:


Thursday, September 18, 2014 at 4:30 PM at Fidelity Investments, Sunnyvale
Monday, October 20, 2014 at 3:00 PM Bedrock Capital Management, Los Altos
Wednesday, November 5, 2014 at 3:00 PM Wade Financial Advisory Inc., Campbell

Register Here



Gold Partners


DSM Capital Logo

Silver Partners