About FPA of Silicon Valley

The Financial Planning Association Silicon Valley is governed by a volunteer Board of Directors who are charged with helping the organization reach its strategic goals. FPA SV Board and Committee Members are dedicated to creating an unparalleled membership experience.

Upcoming Events

  1. Making Sense of the Uncertainty: Tax Planning in 2018

    January 12, 2018 @ 11:30 am - 1:30 pm

Our Mission

The Mission of the Financial Planning Association of Silicon Valley is to advance the financial planning profession in accordance with the highest ethical and professional standards by providing education, community, networking and leadership for our Bay Area members and through them the public they serve.

Our Vision

The Vision of the Financial Planning Association of Silicon Valley is to be the premier professional organization for Bay Area financial planners.

Code of Ethics

From its earliest designs, the Financial Planning Association (FPA) included a mandate that members adhere to a Code of Ethics that reflects their commitment to help clients achieve their life goals. All FPA members are asked to commit to this Code, CFP® certificants and non-CFP certificants alike.

FPA’s Ethics Committee is charged by the Board of Directors with reviewing alleged violations to the Code of Ethics and advising staff on ways to enhance awareness by FPA members of their obligations under the Code.

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