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.

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

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

August 5th 12:00am – 1:30pm – Preparing for the CFP® Exam – Presentation and Panel
Speaker: Henrietta Nyem CFP®, CLU, ChFC, CPCU, CASL, President of Keir Educational Resources
Panelists: Renata Carico, CFP®, Financial Consultant, Michael Rabaca, CPA, Wade Financial Advisory, Stanley Tseng, CIAS, Nova Financial Services
Location: UCSC Extension Silicon Valley

*A Keir CFP® Exam Prep package will be raffled off at this meeting.*

Register Here

 

September 28th 12:00am – 1:30pm – Neuro-Economics: Using the Science Behind Your Client’s Challenging Money (Joint session with Brown Bag Meeting)
Speaker: Denise Hughes, Money Coach and Author
Location: UCSC Extension Silicon Valley

News & Other Events

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 REGISTER HERE!

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

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Silver Partners


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