The Financial Planning Association (FPA) is a Powerful Resource for CFPProfessionals and Financial Planning Professionals Who Seek Advancement in a Dynamic, Growing Profession. FPA delivers One Connection to top-quality professional development, critical business and career-building resources, and a community committed to elevating the profession.
Join colleagues who, like you, aspire to grow professionally and share a passion for financial planning. Our nationwide network of chapters offers unrivaled support and community for planners of all levels. Student Forum Meetings are intended for current, former and prospective students, and all current and former instructors in the UCSC-Extension Personal Financial Planning Program, and for members of any FPA chapter.
Join colleagues who, like you, aspire to grow professionally and share a passion for financial planning. Our nationwide network of chapters offers unrivaled support and community for planners of all levels. Student Forum Meetings are intended for current, former and prospective students, and all current and former instructors in the UCSC-Extension Personal Financial Planning Program, and for members of any FPA chapter.
Services
The Financial Planning Association Silicon Valley is governed by a volunteer Board of Directors who are charged with helping the organization reach its strategic goals. FPA SV Board and Committee Members are dedicated to creating an unparalleled membership experience.
The Financial Planning Association (FPA) is the principal professional organization for CERTIFIED FINANCIAL PLANNER (CFP) professionals, educators, financial services providers and students who seek advancement in a growing, dynamic profession.The primary aim of FPA is to elevate the profession that transforms lives through the power of financial planning.
The Financial Planning Association (FPA) is the principal professional organization for CERTIFIED FINANCIAL PLANNER (CFP) professionals, educators, financial services providers and students who seek advancement in a growing, dynamic profession.The primary aim of FPA is to elevate the profession that transforms lives through the power of financial planning.
Founder of Pantheon Wealth Planning. Sheri's focus is to build strong and lasting relationships with her clients that foster professional friendships through a comprehensive financial planning process. Todd Barney is an Invesco Senior Advisor Consultant in the Silicon Valley area.
Todd takes a truly consultative approach to supporting financial advisors by taking the time to understand their business and offer a broader range of insights, tools and resources to enhance the success of their practice.Chris has been specializing in helping people get the best possible value for their life insurance dollar since 1985.
Todd takes a truly consultative approach to supporting financial advisors by taking the time to understand their business and offer a broader range of insights, tools and resources to enhance the success of their practice.Chris has been specializing in helping people get the best possible value for their life insurance dollar since 1985.
The FPA of Silicon Valley has a number of committees that provide our members with opportunities to become involved and give back to the financial planning community. The Career Development Committee is dedicated to supporting the FPA in its efforts to build a strong professional community, especially through those new to the profession.
Overview: Topic: China Internet & Equity Market Update Speaker: Brendan Ahern, Chief Investment Officer Featured Partner: Kira Benson, EMQQ Venue: Webinar About the Speaker: Brendan Ahern is the Chief Investment Officer at KraneShares. Brendan joined KraneShares in 2012.
Brendan leads the firm's research and education efforts and actively works with investors on a variety of subjects ranging from asset allocation to trading to articulating the growing influence that index providers hold in the asset management industry.Prior experience includes over.
Brendan leads the firm's research and education efforts and actively works with investors on a variety of subjects ranging from asset allocation to trading to articulating the growing influence that index providers hold in the asset management industry.Prior experience includes over.
The following opportunities have been posted on behalf of our Financial Planning Association members and are updated weekly. Each posting remains on the website for one month. All job postings are provided as a service to our members and the chapter assumes no liability. To inquire about an opportunity, please contact the listing company directly using the information provided.
Reviews
Be the first to review Financial Planning Association.
Write a Review
