877.808.2699 execdirector@fpasv.org

Next-Gen 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.

November 2024 Chapter Meeting

Delta Hotels by Marriott Santa Clara Silicon Valley 2151 Laurelwood Rd, Santa Clara, CA

TOPIC: New Perspectives on Roth Conversion

November 2024 Next-Gen 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.

December 2024 Annual Holiday Party

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

Join Us For Our Holiday Hats Party—Games, Fun, and Prizes!

January 2025 Chapter Meeting

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

Gabriela Santos, Chief Market Strategist of the Americas, will be discussing the latest insights on the investment landscape using slides from the 1Q25 Guide to the Markets. This will provide an update on the economic and investment outlook and the potential risks in 2025.

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