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.
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.
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.
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.
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.
Mix & Mingle With Industry Pros from FPA Silicon Valley, CalCPA & Silicon Valley Charitable Fund
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.
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.
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.
Calling all firm owners! If you would like to share your experiences and your story, please volunteer to host an office tour! We are looking for experienced advisors who feel they have something to share with the next generation of advisors (and career changers too). You don’t have to have a physical office to participate- we are also open to hosting a Zoom meeting for virtual offices.