877.808.2699 execdirector@fpasv.org

February 2025 NextGen Social

Yard House @ Santana Row 300 Santana Row Suite 101, San Jose, CA, 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.

February 26 2025 Firm Office Visit

Johnson Lyman Wealth Advisors 4966 El Camino Real, Suite 109, Los Altos, CA, 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.

$10.00

2025 FPA California Advocacy Day

California State Capital Building 1315 10th Street, Sacramento, CA, United States

The Financial Planning Association of California asks you to step up and join our advocacy efforts to let legislators and regulators know FPA opinions on proposed legislation and our profession.

March 2025 NextGen Social

Yard House @ Santana Row 300 Santana Row Suite 101, San Jose, CA, 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.

April 2025 NextGen Social

Yard House @ Santana Row 300 Santana Row Suite 101, San Jose, CA, 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.

April 29 2025 Firm Office Visit

Davalos Financial Advisors of Raymond James 333 W San Carlos St, Suite 1650, San Jose, CA, 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.

$10.00

May 2025 Joint Triple Treat Mixer

Silicon Valley Community Foundation 444 Castro Street, Ste 140, Mountain View, CA, United States

Mix & Mingle With Industry Pros from FPA Silicon Valley, CalCPA & Silicon Valley Charitable Fund

May 2025 NextGen Social

Yard House @ Santana Row 300 Santana Row Suite 101, San Jose, CA, 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.

53rd Annual FPA NorCal Conference

Palace Hotel 2 New Montgomery St, San Francisco, CA, United States

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.

June 2025 NextGen Social

Yard House @ Santana Row 300 Santana Row Suite 101, San Jose, CA, 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.