Welcome to the Financial Planning Association Silicon Valley

Chapter Meetings

Friday, May 12th 11:30 am – 1:30 pm – Tax Planning for 2017- Including Possibilities around the Trump Wildcard
Speaker: Barbara Brown, founding partner at Brown Adams Agbayani LLP
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.

Brown Bag Meetings will be scheduled for a future date.

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, Jake Bridgland
Location:  3175 Bowers Avenue, Santa Clara, CA 95054

Register Here

Friday, June 23rd  12:00 – 1:30pm

Topic: Client Acquisition Tips and Strategies
Speaker: 3-4 Panelists will share their experiences
Location: UCSC Extension in Santa Clara (3165 Bowers Avenue)

News & Other Events

The Keir Scholarship IS BACK!
*For FPA Members Only*
Win a scholarship to a Keir Live or Virtual Review Class PLUS materials for the CFP® Certification Exam!
Download the application

 

April 21th – Financial Firm Tour
Firm: MassMutual Pacific
Time: 2:00 pm
Location: 225 West Santa Clara Street, Suite 1450 San Jose, CA 95113

Register Here

April 26th Welcome Wednesday
New to the FPA Chapter of Silicon Valley? Come and meet your fellow members and/or future members.
Time: 5:00pm
Location: Lazy Dog Restaurant and Bar, 19359 Stevens Creek Blvd, Cupertino, CA 95014

Walk-ins Welcome!

Register Here

May 5th – Financial Firm Tour
Firm: Wade Financial
Time: 2:00 pm
Location: 2105 South Bascom Avenue, Suite 110 Campbell, CA 95008

Register Here

May 10th – Financial Firm Tour
Firm: Ameriprise Financial Services, Inc.
Time: 2:00 pm
Location: 1900 O’Farrell Street #360 San Mateo, CA 94403

Register Here

May 25th – NextGen Event
Time: 6:00 pm – 8:00pm
Location: Abacus Wealth Partners 700 S B St, Suite 200 San Mateo, CA 94401

Register Here

2017 FPA Residency Program is HERE!

​​In an effort to maximize the personal experience of our FPA Residency Program, space in each program is limited. Admission is granted on a first-come, first-served basis for those who qualify.
Click on date below and Register Now
June 9 – 14, 2017
October 20 – 25, 2017

2017 NexGen Gathering is HERE!
When: June 23-25, 2017
Where: North Central College, Chicago, IL
For more information click here: FPA NexGen Gathering:Lead Today
P.S. We have an Scholarship Application available, download it here.





Thank You to Our Partners

Gold Partners


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Michael Ryan & Associates

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Silver Partners


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