877.808.2699 execdirector@fpasv.org

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.

June 24 2025 Firm Office Visit TBD – Calling All Firm Owners

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.

$10.00

July 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.

August 2025 Summer Social

Campo di Bocce 565 University Ave, Los Gatos, CA

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

August 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.

September 2025 Chapter Meeting

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

Expand your knowledge, elevate your expertise, and grow your business with fellow financial planners & those intending to enter the financial planning profession.

September 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.

September 30 2025 Firm Office Visit TBD – Calling All Firm Owners

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.

$10.00

October 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.