Expand your network with FPA of Silicon Valley.

Annual Bocce Ball Event

Our Annual Bocce Event is one of the many networking opportunities offered by FPASV.

Chapter Meetings

Our Chapter Meetings offer educational, best practices and networking opportunities.

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

April 2024 Chapter Meeting

Date & Time: Thursday, April 11, 2024, 11:30 am – 1:30 pm

Topic: Industry Chat On Business Best Practices

Panel: Esther Szabo, CFP®, Rob Lyman, CFP®, Darryl Ng, CFP® & Jennifer Bush, CFP®

Location: Delta Hotel Silicon Valley, 2151 Laurelwood Rd, Santa Clara, CA 95054

Registration: click here

May 2024 Chapter Meeting

Date & Time: Thursday, May 9, 2024, 11:30 am – 1:30 pm

Topic: Al & ChatGPT: Real Life Uses for Financial Advisors

Speaker: Craig Kirkpatrick; Financial Veteran and Founder of Third-Act Consulting

Location: Delta Hotel Silicon Valley, 2151 Laurelwood Rd, Santa Clara, CA 95054

Registration: save-the-date

Financial Planning Days

April 2024 Financial Planning Day

Date & Time: Saturday, April 13, 2024, 2:00 pm – 5:30 pm

Topic: Financial Advisors Needed For Pro Bono/Planners in the Library

Location: Saratoga Library, 13650 Saratoga Ave, Saratoga CA 

CFP sign-ups: click here [Information and Instructions will follow after registration]

Annual Conferences

Annual FPA NorCal Conference

Date & Time: May 28 & 29 2024
Location:
The Palace Hotel, 2 New Montgomery Street, San Francisco
Registration: click here to RSVP

Announcements

2024 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.

Dates for 2024 Chapter Meetings – Mark Your Calendar

In-person meetings in 2024 will be held at the Delta Hotel Silicon Valley on the 2nd Thursdays from 11:30 am – 1:30 pm. The We look forward to seeing you at our meetings!

 

Member Resources

From Our Partners

From Mike Gallagher, Finance of America Mortgage
Let’s work together to solve our client’s liquidity concerns in Retirement! This easy to use calculator allows you, and your client, to quickly determine what amount of equity can be readily available from a primary residence. Share this with any of your clients that would like to explore leveraging their untapped home equity to help them restructure their balance sheet or buy more time to help their portfolio recover during these unprecedented times.
The Home Equity Liquidity Calculator

 

2024 Gold Partners

2024 Silver Partners

Grow. Succeed. Thrive.

Join FPA for One Connection™ to Your Professional Community