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
June 2026 Joint Triple Treat Mixer
Date & Time: Thu, June 4, 5:30 pm – 7:30 pm
Topic: Mix & Mingle With Industry Pros from FPA Silicon Valley, CalCPA & Santa Clara Estate Planning Council
Location: British Bankers Club 555 Santa Cruz Avenue, Menlo Park, CA 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
May 2026 NexGen Interviewing with RIAs Educational Meeting
Date & Time: Wed, 5:30 pm – 7:00 pm
Topic: Join us for an insightful educational webinar, “Interviewing with RIAs”, featuring guest speaker Darci Smith, an experienced recruiter for independent RIAs.
Location: Corinthian Wealth Management,1625 The Alameda Suite #308
San Jose, CA 95126Registration: RSVP Here
Firm Office Visits
2026 Quarterly Events
Dates & Time: Apr 28, 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
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.
Click Here To Read Full Insightful Letter
2026 FPA SHIFT (formerly FPA Retreat)
Date & Time: Mon-Wed, April 20-22
Topic: Where personal and professional evolution occurs, and your “shift” begins.
Location: Hilton La Jolla Torrey Pines
Registration: RSVP Here
54th Annual FPA NorCal Conference
Date & Time: Tues-Wed, May 26 & 27
Topic: 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.
Location: Palace Hotel 2 New Montgomery St, San Francisco, CA
Registration: RSVP Here
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.
Gold Partners
Silver Partners
