[POSTPONED] February 26 2025 Firm Office Visit
2025-02-26 14:00 - 15:00 (America/Los_Angeles) | Johnson Lyman Wealth Advisors, 4966 El Camino Real, Suite 109, Los Altos, CA, 94022, United States
POSTPONED
Enjoy an opportunity to get an inside look into a successful local firm! You will have an hour with a firm owner to pick their brain and learn more about building a career in financial services. You will also learn more about the various business and compensation models practiced by firms of different types and sizes. Some of the questions we will address are: What are the various roles available within an RIA or B/D? Do you need to have a broker dealer affiliation? What are some of the challenges of joining an ensemble firm versus starting your own? What are the various roles available within a broker/dealer? What is it like working in a branch or as a solo advisor?
All are welcome to register! If you feel new to the industry (ex: fresh out of school or as a career changer), this is a great opportunity to meet folks with similar experience, and learn more about financial services. Please come with questions for the firm owners, and you are encouraged to follow up with the firm host if you would like more information.
Click the events page [website] link to register

2025 FPA California Advocacy Day
2025-03-10 11:30 - 2025-03-11 16:00 | California State Capital Building, 1315 10th Street, Sacramento, CA, 95814, United States
FPA CA Advocacy Day Jointly with all CA FPA Chapters & FPANC Pro Bono Planning Session for State Employees

Join us for the 13th Annual FPA California Advocacy Day on Tuesday, March 11, 2025, at the California State Capitol in Sacramento. This annual event brings together Financial Planning Association (FPA) members from across the state to engage with legislators and regulators, advocating for our profession and its future.
Why Attend?
Advocacy Day is an opportunity to build awareness, foster relationships with key legislators, and play a role in shaping policies affecting financial planning. Whether you are a first-time attendee or a returning participant, your voice is crucial in these conversations.
Event Highlights:

Meet with your State Assemblymembers and State Senators to discuss financial planning policies.
Advocate for key issues, including financial literacy, title protection, taxation, and fee structures.
Participate in pro bono financial planning sessions for legislative staffers.
Network with fellow FPA members at the pre-event dinner on March 10.
Receive financial support for hotel and travel expenses (available for the first 30 registrants).

Event Schedule

Date
Time
Activity

March 10, 2025
6:30 PM
Networking Dinner at The Firehouse Restaurant

March 11, 2025
7:30 AM
Breakfast & Orientation at Embassy Suites

March 11, 2025
9:00 AM – 4:00 PM
Meetings with Legislators at the State Capitol

How to Register
Register now to take part in this important event and make your voice heard! To sign up, complete the registration form here.
For questions, contact info@fpaca.org.
We look forward to seeing you in Sacramento!

RSVP & LEARN MORE: https://www.fpasv.org/event/2025-fpa-california-advocacy-day

March 2025 NextGen Social
2025-03-20 17:00 - 19:00 | Water Tower Kitchen, 201 Orchard City Drive, Campbell, 95008, United States
Join us for a complimentary networking social facilitated by FPA Silicon Valley Next-Gen, a community within the Financial Planning Association focused on supporting the next generation of financial professionals and career changers. This event provides an excellent opportunity to connect, share insights, and build meaningful relationships within the industry. Whether you’re new to financial planning or contemplating a career shift, our networking social offers a welcoming environment to explore opportunities and expand your professional network.
Click the events page [website] link to register

April 2025 NextGen Social
2025-04-17 17:00 - 19:00 | Water Tower Kitchen, 201 Orchard City Drive, Campbell, 95008, United States

April 29 2025 Firm Office Visit
2025-04-29 14:00 - 15:00 | Johnson Lyman Wealth Advisors, 4966 El Camino Real, Suite 109, Los Altos, CA, 94022, United States
Enjoy an opportunity to get an inside look into a successful local firm! You will have an hour with a firm owner to pick their brain and learn more about building a career in financial services. You will also learn more about the various business and compensation models practiced by firms of different types and sizes. Some of the questions we will address are: What are the various roles available within an RIA or B/D? Do you need to have a broker dealer affiliation? What are some of the challenges of joining an ensemble firm versus starting your own? What are the various roles available within a broker/dealer? What is it like working in a branch or as a solo advisor?
All are welcome to register! If you feel new to the industry (ex: fresh out of school or as a career changer), this is a great opportunity to meet folks with similar experience, and learn more about financial services. Please come with questions for the firm owners, and you are encouraged to follow up with the firm host if you would like more information.
Click the events page [website] link to register

May 2025 Joint Triple Treat Mixer
2025-05-01 17:30 - 19:30 | Silicon Valley Community Foundation, 444 Castro Street, Ste 140, Mountain View, CA, 94041, United States

May 2025 NextGen Social
2025-05-15 17:00 - 19:00 | Water Tower Kitchen, 201 Orchard City Drive, Campbell, 95008, United States

53rd Annual FPA NorCal Conference
2025-05-27 - 2025-05-28 | Palace Hotel, 2 New Montgomery St, San Francisco, CA, 94105, United States
53rd Annual FPA NorCal Conference
LEARN MORE: https://www.fpanorcal.org/

What is FPA NorCal?

The FPA NorCal Conference continues to be the premier destination for financial planners seeking to expand their knowledge, elevate their expertise, and grow their businesses. For over 50 years, we have been committed to delivering cutting-edge education, professional development, and industry insights that help shape the future of financial planning.

Inspiring Excellence & Fostering Community

Join us in 2025 as we host thought leaders, industry innovators, and inspiring speakers who will offer valuable perspectives on the evolving financial landscape. From advanced financial strategies to breakthrough technologies, we are dedicated to equipping you with the tools to succeed in today’s competitive environment.

Our conference is renowned for providing exceptional leadership opportunities and fostering high-value networking experiences. We are driven by our mission to deliver excellence, which has earned us a national reputation for offering high-quality, impactful events that push the boundaries of the profession.

FPA NorCal Conference 2025: Elevate Your Financial Planning Practice

Elevate Your Practice: Discover strategies to enhance your services, strengthen client relationships, and refine your business approach to achieve new heights of success in 2025.
Elevate Your Impact: Understand the pivotal role financial planners play in shaping the future of their clients by fostering trust, delivering personalized solutions, and driving transformative outcomes.
Elevate to Innovate: Explore emerging trends in technology, financial products, and services that are reshaping the way we plan for the future.
Elevate Your Expertise: Stay ahead of the curve with insights into the latest financial trends, regulatory updates, and best practices that will position you as a leader in the industry.
Elevate Together: Collaborate and connect with a diverse network of peers, recognizing the value of building strong professional communities that drive success across the financial planning industry.
We look forward to welcoming you to FPA NorCal 2025, where your financial planning journey will be elevated to the next level!

FPA NorCal NexGen Reception
2025-05-28 17:30 - 19:00 | The Palace Hotel (French Parlor), 2 Montgomery St, San Francisco, CA, 94105, United States
The 53rd annual FPA NorCal Conference will be held at the beautiful Palace Hotel in San Francisco on May 27 and 28, 2025.
You are invited to a NexGen Reception hosted by the FPA NorCal Conference, directly following the Closing Keynote.
It will be held on Wednesday, May 28th from 5:30 to 7:00 pm at the Palace Hotel in the French Parlor, 2nd Floor.
Drinks and hors d’oeuvres will be served and we welcome all NexGen members to join us for one of the best networking events of the year! NexGen members that are not registered for the conference are still encouraged to attend the reception.
Please use the link below under “Website” to reserve your spot and RSVP by Wednesday, May 7th. Registration is free, but space is limited.
We look forward to seeing you there!

June 2025 NextGen Social- SJ Baseball Game
2025-06-12 18:00 - 20:00 | San Jose Excite Ballpark, 588 E. Alma Ave, San Jose, CA, 95112, United States
In lieu of our June 19 NexGen social, we’re excited to offer something a little different—a night out at the ballpark filled with baseball, camaraderie, and fun. The evening will have the San Jose Giants go head-to-head with the Stockton Ports. It’s a great opportunity to enjoy America’s favorite pastime and connect with other NexGen members. Whether you’re a longtime fan or new to the game, we hope you’ll join us for this memorable event.
COMPLIMENTARY TICKETS ARE AVAILABLE FROM FPASV!!
Please find our NexGen Chair, Claudia Deras (see pic below) near the GOT QUESTIONS stand at the entrance (see pic below) to provide you tickets compliments of FPASV!!
If you show up early enough, I believe you can find parking on the street. If not, there are three lots:

San Jose Giants Main Lot – $20
San Jose State Golf Lot – $20
Happy Hollow K1 Lot (Senter Road) – $15

June 2025 Regional Ethics Webinar
2025-06-18 11:30 - 13:00 | CA
[see registration link below under website]

SPEAKER:
Curt Weil, CFP®, is a long-time veteran of the profession, past President and frequent presenter in Ethics.

SUMMARY:
This program fulfills the requirement for CFP Board approved Ethics CE. It is designed to educate CFP® professionals on CFP Board’s latest Code of Ethics and Standards of Conduct.
The goal of this program is to position the application of CFP Board’s Code of Ethics and Standards of Conduct as the foundation for ethical financial planning.
SPEAKER BIO:
45+ years as a stockbroker, financial planner, investment advisor; founder of a fee-only firm. Served on national boards of Financial Planning Association and Foundation for Financial Planning; volunteer with CFP Board of Standards; 35 years of teaching financial planning with University of California, Santa Cruz.
More Information
2.0 approval pending for CFP CEU is available for this session.
**You will need to be logged into your computer or Zoom app and take a poll near the end of the meeting to receive CE credit for attendance. You may call in with your phone for audio in addition to logging in with your computer.
No refunds after June 10.

Financial Advisors Needed For Pro Bono/Planners in the Library
2025-06-21 11:00 - 15:00 | Santa Clara Central Park Public Library, 2635 Homestead Road, Santa Clara, CA, 95051, United States
FPA Silicon Valley is providing complimentary financial planning sessions to the community

The Financial Planning Association supports our community by providing complimentary one-to-one financial planning advice at this Financial Planning Day. This will be an in-person event and available to the entire public.

Please note that per the FPA of Silicon Valley guidelines, Financial Counseling Volunteers must be CFP(R) professionals and members of an FPA chapter (Logistics Volunteers do not have to be).

The logistic volunteers will assist with checking in arriving attendees, trouble shooting and collecting survey responses as attendees exit each session.

Thank you for your time, and if you have questions, please get in touch with the event organizer, Amado Rivera, via email: amado.rivera@rbc.com

June 24 2025 Firm Office Visit
2025-06-24 14:00 - 15:00 | Traveka Wealth, 175 S. San Antonio Road, Suite 101, Los Altos, CA, 94022, United States

July 2025 NextGen Social [SUMMER HIATUS]
2025-07-17 | CA
[SUMMER HIATUS-NO SOCIAL UNTIL SEPTEMBER] Join us for a complimentary networking social facilitated by FPA Silicon Valley Next-Gen, a community within the Financial Planning Association focused on supporting the next generation of financial professionals and career changers. This event provides an excellent opportunity to connect, share insights, and build meaningful relationships within the industry. Whether you’re new to financial planning or contemplating a career shift, our networking social offers a welcoming environment to explore opportunities and expand your professional network.

36th Annual FPA Far West Roundup
2025-08-07 - 2025-08-10 | UC Santa Cruz, 1156 High St, Santa Cruz, CA, 95064, United States
RSVP & LEARN MORE
The Far West Roundup is an informal retreat for financial planning practitioners and those intending to enter the financial planning profession. It is usually held on the campus of UC Santa Cruz.
This is an informal learning environment. The Roundup is also unusual in that there are no sponsors. Most of our speakers are fellow planners or professionals in related fields who have been recommended to us by past attendees.

August 2025 Summer Social
2025-08-12 16:00 - 18:00 | Campo di Bocce, 565 University Ave, Los Gatos, CA, 95032
GAME ON!!
[click event link below to register]
THE EVENT
We are bringing back this special event featuring an evening of extended networking opportunities in the fun atmosphere. Come enjoy some friendly competition as you will be divided into teams and can challenge each other to rounds of bocce ball**.
**you don’t need to play Bocce Ball to attend
BOCCE BALL TEAMS
If you would like to participate in the bocce ball games, we will have sign-up sheets. No experience necessary! You will be provided game instructions and coaching. This is more about team-building while laughing along the way!

More Information
Ticket price includes: heavy appetizers, ice water & iced tea.
No host or cash bar for purchase of any alcoholic drinks

Regional SF Giants Vs the San Diego Padres Baseball Game
2025-08-12 18:45 - 20:45 | Oracle Park Stadium, 24 Willie Mays Plaza, San Francisco, CA, 94107, United States
Join us for a night to remember! Tickets are $32 each and the deadline to purchase is August 1st! We look forward to bringing the regional FPA community (hosted by FPA San Francisco) together for some fun and camaraderie. Go Giants!
[click registration link below]

NexGen Mastermind Session: Lessons in Behavioral Finance
2025-08-21 | Santa Clara Towers, 3965 Freedom Circle, Santa Clara, CA, 95054, United States
The upcoming NexGen Mastermind Session on Lessons in Behavioral Finance will explore new research on relationship dynamics in financial advising. The session will examine whether gender influences advisor selection, how financial anxiety and investor confidence relate to advisor use, and how major life events may shape financial intentions—especially when guided by a financial advisor.
5:00pm-5:15pm: People arrive and grab snacks
5:15pm-5:30pm: Introductions
5:30pm-6:30pm: Presentation
6:30pm-7:00pm: Networking
The event is complimentary and open to all, including FPA, NexGen, and non-members.
_______________________________________
Speaker:

Click the events page [website] link to register
(note: meeting will be in the 1st floor conference room; close to the entrance)

FPA Kitces IAR Ethics CE Day 2025
2025-08-28 08:00 - 15:30 | CA
Fulfill your entire 6 hours of IAR Ethics CE – while also earning 6 hours of CE for CFP, CIMA, CPWA, American College, CPA, and other advisor designations at this year’s Kitces IAR Ethics CE Day. This event will be delivered virtually by some of the most engaging and relevant ethics and regulatory experts in our industry.
In 2022, a series of 7 states (including California in 2024) implemented the first-ever CE obligation for Investment Adviser Representatives (IARs), and since then additional states continue to be added each year. At its core, the new IAR CE obligation mandates that financial advisors earn 12 hours of continuing education credits each year – 6 hours on Products and Practice and 6 hours on their Ethics and Professional Responsibility. Any IAR who has more than the de minimis number of clients in any of the affected states is subject to the new rule.
If you are an FPA Member, select the “Yes” option in the registration
[click the website link below to register, see the agenda, and more details]

September 2025 Chapter Meeting
2025-09-09 11:30 - 13:30 | Maggiano’s Little Italy (at Santana Row), 3055 Olin Ave #1000, San Jose, CA, 95128, United States
CLICK HERE TO REGISTER
1.0 HOUR of CFP CEU APPROVED

September 2025 NextGen Social
2025-09-18 17:00 - 19:00 | Water Tower Kitchen, 201 Orchard City Drive, Campbell, 95008, United States

September 30 2025 Firm Office Visit
2025-09-30 14:00 - 15:00 | Davalos Financial Advisors of Raymond James, 333 W San Carlos St, Suite 1650, San Jose, CA, 95110, United States

Financial Advisors Needed For Pro Bono/Planners in the Library
2025-10-04 10:00 - 13:30 | Redwood City Public Library, 1044 Middlefield Rd, Redwood City, CA, 94063
FPA Silicon Valley is providing complimentary financial planning sessions to the community

The Financial Planning Association supports our community by providing complimentary one-to-one financial planning advice at this Financial Planning Day. This will be an in-person event and available to the entire public.

Please note that per the FPA of Silicon Valley guidelines, Financial Counseling Volunteers must be CFP(R) professionals and members of an FPA chapter (Logistics Volunteers do not have to be).

The logistic volunteers will assist with checking in arriving attendees, trouble shooting and collecting survey responses as attendees exit each session.
Information and Instructions will follow after registration
To sign up: https://schedule.planhero.com/events/deecffc04/redwood-city-financial-planning-day-2025
Thank you for your time, and if you have questions, please get in touch with the event organizer, Darien Tung, via email: darien.a.tung@ampf.com with a cc: Christina Patel via email: christina.patel@ampf.com

October 2025 NextGen Social
2025-10-16 17:00 - 19:00 | Water Tower Kitchen, 201 Orchard City Drive, Campbell, 95008, United States

Financial Advisors Needed For Pro Bono/Planners in the Library
2025-10-18 10:30 - 14:00 | San Mateo Public Library, 55 W 3rd Ave, San Mateo, CA, United States
FPA Silicon Valley is providing complimentary financial planning sessions to the community

The Financial Planning Association supports our community by providing complimentary one-to-one financial planning advice at this Financial Planning Day. This will be an in-person event and available to the entire public.

Please note that per the FPA of Silicon Valley guidelines, Financial Counseling Volunteers must be CFP(R) professionals and members of an FPA chapter (Logistics Volunteers do not have to be).

The logistic volunteers will assist with checking in arriving attendees, trouble shooting and collecting survey responses as attendees exit each session.
Information and Instructions will follow after registration
To sign up: https://app.planhero.com/meetings/5078-october-2025-san-mateo-financial-planning-day
_________________________________
Participants needing pro bono services
To sign up: https://sanmateopublic.libcal.com/event/15373105
Thank you for your time, and if you have questions, please get in touch with the event organizer, Kalvin Sid, via email: kalvin@sidfinancial.com

Kitces Tax Intensive CE Day
2025-10-30 08:00 - 15:30 | CA
About Kitces Tax Intensive CE Day

Fulfill your entire 6 hours of IAR P&P CE – while also earning 6 hours of CE for CFP, CIMA, CPWA, American College, CPA, and other advisor designations at this year’s Kitces Tax Intensive CE Day. This event will be delivered virtually by some of the most engaging and relevant experts in our industry.
In 2022, a series of 7 states implemented the first-ever CE obligation for Investment Adviser Representatives (IARs), and since then additional states continue to be added each year. At its core, the new IAR CE obligation mandates that financial advisors earn 12 hours of continuing education credits each year – 6 hours on Products and Practice and 6 hours on their Ethics and Professional Responsibility. Any IAR who has more than the de minimis number of clients in any of the affected states is subject to the new rule.

2025 Annual FPA Conference [25th Anniversary]
2025-11-03 - 2025-11-05 | MGM Grand Hotel, 3799 S Las Vegas Blvd, Las Vegas, NV, 89109, United States
This year, we’re marking a milestone—FPA’s 25th anniversary!
Join us in Las Vegas, November 3-5, 2025, for a special celebration at FPA Annual Conference 2025, where financial planning professionals come together to Connect, Learn, and Thrive.
RSVP & LEARN MORE: https://ac.financialplanningassociation.org/

November 2025 NextGen Social
2025-11-20 17:00 - 19:00 | Golfland Sunnyvale, 855 E El Camino Real, Sunnyvale, CA, 94087, United States

December 2025 Hula-la-la Holiday Luncheon
2025-12-11 11:30 - 13:30 | Maggiano’s Little Italy (at Santana Row), 3055 Olin Ave #1000, San Jose, CA, 95128, United States
Hula-la-la! Let’s bring the aloha spirit to the holidays! Join us Dec 11 for a festive luncheon full of island cheer. Sport your most mele hat-kalikimaka style — tropical, tinsel, or totally outrageous — and enjoy Maggiano’s ono appetizers, island-inspired holiday games with prizes galore. It’s a lei’d-back celebration of friendship, fun, and festive flair. Mahalo and see you there!

[see website link below to RSVP]

January 2026 NextGen Social
2026-01-15 17:00 - 19:00 | Hapa’s Brewing Company, 460 Lincoln Ave, Ste 90, San Jose, California, 95126
