Tax Deferral Strategies for Real Estate

Annual Bocce Ball Tournament & Networking Social. GAME ON!!

The Far West Roundup is an informal retreat for financial planning practitioners and those intending to enter the financial planning profession. It is usually held on the campus of UC Santa Cruz.

Join Us For Investing During Election Years

FPA Annual Conference 2024 is a three-day event that will provide you what you need to pursue mastery in the business, practice and profession of financial planning. #fpaannual is where we bring together financial planners, thought leaders, service providers, and allied professionals to connect, learn from each other, and explore how you can impact your community. As the largest gathering of CFP® professionals each year, there won't be a better place to be this September.

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.

Looking for Certified Financial Advisors For Pro Bono/Planners in the Library

Join Us For Commercial Property Valuations and Tax Appeals

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.

Looking for Certified Financial Advisors For Pro Bono/Planners in the Library