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.
May 2025 Joint Triple Treat Mixer
Date & Time: Thurs, May 1, 5:00 pm – 7:00 pm
Topic: Mix & Mingle With Industry Pros from FPA Silicon Valley, CalCPA & Silicon Valley Charitable Fund
Location: Silicon Valley Community Foundation, 444 Castro Street, Ste 140
Mountain View, CA 94041
Registration: Save-The-Date
Monthly 2025 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.
Location: Yard House (Santana Row), 300 Santana Row Suite 101, San Jose, CA 95128
Registration: RSVP Here For Next Event
Firm Office Visits
2025 Quarterly Events
Dates & Time: Feb 26, April 29, June 24, & Sept 9 at 2:00 pm start
Topic: Experienced advisors to share industry knowledge & experiences with the next generation of advisors & career changers.
Location: Various offices
Registration: RSVP Here For Next Event
Regional Events
2025 Advocacy Day
Dates & Time: Mon & Tues, March 10-11 from 11:30 am – 1:00 pm
Topic: FPA CA Advocacy Day Jointly with all CA FPA Chapters & FPANC Pro Bono Planning Session for State Employees
Location: California State Capitol, Sacramento, CA
Registration: Click Here To RSVP
53rd Annual FPA NorCal Conference
Dates & Time: Tues & Wed, May 27 & 28
Topic: Premier destination for financial planners seeking to expand their knowledge, elevate their expertise, and grow their businesses.
Location: Palace Hotel, San Francisco, CA
Registration: Click Here To RSVP
36th Annual FPA Far West Roundup
Dates & Time: TBD August 2025
Topic: Retreat for financial planning practitioners & those intending to enter the financial planning profession.
Location: UC Santa Cruz 1156 High St, Santa Cruz, CA 95064
Registration: Click Here To RSVP
2025 President’s Letter
Kate Davalos, 2025 Board President
Let’s Dear Fellow Financial Advisors,
Happy New Year! While we’re all working on New Years Resolutions, I want to reach out with my thoughts and hopes for the year.
As financial professionals, we understand that the way we view the world plays a crucial role in how we approach both our personal and professional lives. This is especially true when it comes to the financial services industry. Recently, I’ve been reflecting on how adopting an abundance mindset—believing that there is always more than enough success, knowledge, and opportunity to go around—has shaped my journey as a financial advisor.
Click Here To Read Full Insightful Letter
2025 FPA National Conference
Date & Time: Mon-Wed, November 3-5
Topic: Financial planning pros come together to Connect, Learn, and Thrive
Location: MGM Grand Hotel, Las Vegas
Registration: Click Here To RSVP
Announcements
2025 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 2025 Chapter Meetings – Mark Your Calendar
In-person meetings in 2025 are proposed to be held quarterly at Maggiano’s Restaurant (at Santana Row) on the 2nd Tuesdays from 11:30 am – 1:30 pm unless otherwise noted. The We look forward to seeing you at our meetings!
2024 Gold Partners
2024 Silver Partners
