Welcome to the Financial Planning Association Silicon Valley

Chapter Meetings

Friday, September 8th 11:30 am – 1:30 pm

Topic: Managing Aging Investors in the “Grey Zone” between Competence and Incompetence
Panelist: Carolyn Rosenblatt, RN, AgingInvestor.com; Dr. Mikol Davis, AgingInvestor.com; Rob Lyman, CFP®, Johnson Lyman Wealth Advisors
Location: Maggiano’s Little Italy, San Jose

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.

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, October 6th 12:00pm- 1:30pm

Topic: Transitioning into the Financial Services Business

News & Other Events

August 17 – 6th Annual Bocce Event
Food, fun, networking!  Get all three at our Annual Bocce Event!  Early bird pricing open through June 10!
Time: Networking starts at 5:30 pm, Bocce begins at 6:00pm  No experience necessary!
Location: Campo di Bocce, Los Gatos

Register Here

Thursday, August 10th- Sunday August 13th  – 23rd Annual Far West Roundup
Location: UC Santa Cruz
EVENT SOLD OUT!

Saturday, October 21st  – Financial Planning Day

Saturday, November 4th – Financial Planning Day

 

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

 

Team Captain/Sponsorships are now open.  Click here for more information.

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
October 20 – 25, 2017





Thank You to Our Partners

Gold Partners


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Michael Ryan & Associates

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Silver Partners


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