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  • CFP® Ethics – July 2018

    Maggiano's Little Italy (at Santana Row) 3055 Olin Ave #1000, San Jose, CA, United States

    Ethics for CFP® Professionals will be offered after our July Chapter Meeting on Friday, July 13th.  Curt Weil, CFP® will once again be the presenter. To register for Ethics click […]

  • Annual Bocce Event

    Campo di Bocce 565 University Ave, Los Gatos, CA

    7th Annual Bocce Event Join FPA of Silicon Valley on Thursday, August 16th for this annual event filled with lots of laughter, fun, food and competition.  No bocce experience required!  […]

  • September 2018 Chapter Meeting

    Maggiano's Little Italy (at Santana Row) 3055 Olin Ave #1000, San Jose, CA, United States

    Overview: To Think, Feel, Act, and Learn Like a Financial Planner – A presentation 50 years in the making! Our profession traces its roots back to a confab in Chicago […]

  • September 2018 Firm Tour

    Aspire Planning Associates 19925 Stevens Creek Blvd, Suite 100, Cupertino, CA, United States

    Join us for our 2nd Financial Firm Tour for 2018.  This firm tour will be hosted by Aspire Planning Associates, a fee-only independent RIA with three Bay Area offices. This […]

  • September 2018 NexGen Social

    Antonio's Nut House 321 California Ave, Palo Alto, CA

    FPA NexGen is a community for FPA members that focuses on the next generation of financial professionals. Members outside of this age group are also welcome. If registration has closed […]

  • Student Forum: A Day in the Life of a Financial Planner

    UCSC Extension 3175 Bowers Avenue, Santa Clara, CA, United States

    Meeting Overview Student Forum Meetings are intended for prospective and current students at UCSC-Extension in the Personal Financial Planning Program, UCSCX PFP alumni, and for members of the Financial Planning […]

  • October 2018 Firm Tour

    Ameriprise Financial Services, Inc. 1919 S. Bascom Avenue, Suite 100, Campbell, CA

    Join us for our last Financial Firm Tour for 2018.  This firm tour will be hosted by James Park and Ameriprise Financial Services. This tour will be located in Campbell […]

  • October 2018 Chapter Meeting

    Maggiano's Little Italy (at Santana Row) 3055 Olin Ave #1000, San Jose, CA, United States

    Performance Excellence: Asset Acquisition Success Through Community Involvement and Philanthropic Planning Overview: Please note that the session information has been updated.  This session will focus on philanthropic planning. Advisors will […]

  • Financial Planning Day – October 14, 2018

    Sunnyvale LIbrary 665 W Olive Ave, Sunnyvale, CA

    Financial Planning Day - October 14, 2018, Sunnyvale Library Help members of our community by providing complimentary one to one financial planning advice at the Sunnyvale Public Library. Please note […]