The FPA NorCal Conference
The FPA NorCal Conference has been providing advanced educational sessions for our members and affiliated financial professionals for 46 years.
The conference is held in San Francisco at the historic and elegant Palace Hotel.
The “Nationally Known” Regional Conference
This premier Conference has a national reputation for providing knowledgeable inspiring speakers and excellent networking opportunities for the more than 600 financial professionals who attend each year.
Michael Kitces on his blog recommends FPA NorCal as a “perennial top conference for advisors based on its high-quality advanced content.” In previous years, Michael has written that “The FPA NorCal Conference is a “regional” conference conducted jointly by five northern California chapters of the Financial Planning Association. But after running the FPA NorCal Conference continuously for 45 years(!), they have refined the process to the point that the quality of NorCal’s “regional” conference is on par with any national conference.”
Planned By Financial Planners, For Financial Planners
The conference is planned by a volunteer committee of respected financial planners representing the four local Bay Area chapters.
Attendees include members from these local chapters in addition to financial advisors from all over the U.S.