February 2025 NextGen Social
Yard House @ Santana Row 300 Santana Row Suite 101, San Jose, CA, United StatesJoin 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 StatesEnjoy 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.
2025 FPA California Advocacy Day
California State Capital Building 1315 10th Street, Sacramento, CA, United StatesThe 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 StatesJoin 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 StatesJoin 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 StatesEnjoy 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.
May 2025 Joint Triple Treat Mixer
Silicon Valley Community Foundation 444 Castro Street, Ste 140, Mountain View, CA, United StatesMix & 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 StatesJoin 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 StatesThe 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.