Welcome to the Financial Planning Association Silicon Valley

Chapter Meetings

Friday, March 10th  11:30 am – 1:30 pm – Long-term Care Planning – Where are we now?
Speaker:Cindy Eisenhower, CLTC – Director of Long-term Care Sales
Sponsor: TBA
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
Location:  3175 Bowers Avenue, Santa Clara, CA 95054

Register Here

News & Other Events

February 22nd Welcome Wednesday
New to the FPA Chapter of Silicon Valley? Come and meet your fellow members and/or future members.
Location: Roots & Rye, 3055 Olin Ave, Ste 1005, San Jose
Time: 6:30 pm  Click here to RSVP.  Walk-ins Welcome.

March 22nd Welcome Wednesday
New to the FPA Chapter of Silicon Valley? Come and meet your fellow members and/or future members.
Location: O’Flaherty’s Irish Pub, San Pedro Square 25 N San Pedro St. San Jose
Time: 7:00pm with trivia at 8:00pm Click here to RSVP.  Walk-ins Welcome.

April 28th – Financial Firm Tour
Mass Mutual
Time and address TBA

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


Michael Ryan & Associates

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Silver Partners