Join FPA for One Connection™ to Your Professional Community
The Financial Planning Association® (FPA®) is a Powerful Resource for CFP®Professionals and Financial Planning Professionals Who Seek Advancement in a Dynamic, Growing Profession.FPA® delivers One Connection™ to top-quality professional development, critical business and career-building resources, and a community committed to elevating the profession. Join colleagues who, like you, aspire to grow professionally and share a passion for financial planning. Our nationwide network of chapters offers unrivaled support and community for planners of all levels.
Chapter Events
2026 Annual FPA Far West Roundup
Date & Time: Thur-Sun, Jul 30-Aug 2, various times (see agenda)
Topic: 37th annual informal retreat with various speakers for financial planning practitioners & those intending to enter the financial planning profession.
Location: UC Santa Cruz 1156 High St, Santa Cruz, CA
Registration: Click Here To RSVP
October 2026 FinTech Symposium
Date & Time: Thus, October 15, 1:00 pm – 5:00 pm
Topic: Tech & Tomorrow: The Future of Financial Planning
Location: Wells Fargo Innovation Center, 1302 El Camino Real, Menlo Park
Registration: Click Here To RSVP
Announcements
2026 Leadership Opportunities
Our Chapter is seeking board and committee members. Sign-up if you want to see this chapter grow and continue to be successful! It will help you to strengthen your community and leadership skills. Contact Tonia Forbus to learn more.
2026 President’s Letter
Kate Davalos, 2026 Board President
Dear FPA Silicon Valley Members,
Happy New Year! As we step into 2026, I want to take a moment to reflect on the journey we’ve shared and the opportunities that lie ahead. Last year, I spoke about the power of an abundance mindset—the belief that there is more than enough opportunity, knowledge, and success to go around. That mindset continues to be the foundation of our chapter’s growth and the spirit of our profession.
July 2026 NexGen Work on a Case Study Educational Session
Date & Time: Thurs, July 16, 5:00 pm – 7:00 pm
Topic: Hands-on session is designed to help you translate knowledge into practical strategies you can use in your practice.
Registration: Click Here To RSVP
2026 Happy Hour/Socials
Date & Time: 3rd Thurs, 5:00 pm – 7:00 pm
Topic: Complimentary networking social focused on supporting the next generation of financial professionals and career changers.
Registration: RSVP Here For Next Event
Firm Office Visits
2026 Quarterly Events
Dates & Time: July 28 or Oct 27 at 2:00 pm start
Topic: Experienced advisors to share industry knowledge & experiences with the next generation of advisors & career changers. FPA Members Only.
Various Locations: See The Events Page
Registration: RSVP Here For Next Event
National Events
August 2026 FPA Gather (formerly FPA NexGen Gathering)
Date & Time: all day, August 18-20
Topic: Financial Planning Association GATHER 2026 is a welcoming event where next-generation financial planners connect, collaborate, and build the foundation for long-term professional growth.
Location: Fairmont Dallas, 1717 N Akard St, Dallas, TX 75201
Registration: Click Here To RSVP
November 2026 FPA Summit (formerly FPA Annual Conference)
Date & Time: all day, November 9-11
Topic: Financial Planning Association SUMMIT 2026 is the premier event for financial planners to explore industry trends, expand their expertise, and connect through learning, innovation, and collaboration.
Location: Gaylord National Resort & Convention Center, 201 Waterfront St, Oxon Hill, MD 20745
Registration: Click Here To RSVP
Gold Partners
Silver Partners
