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FPA of Northern California

The Northern California Chapter of the Financial Planning Association is a dynamic community of nearly 300 financial professionals that come together to learn, share resources and to promote financial planning throughout the Northern California Area. Learn more…

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Upcoming Events

Date: September 14, 2018
Time: 7:30 am – 10:00 am
Title: AI & Machine Learning in Investment Management
Speaker(s): Rick Roche, CAIA, Managing Director, Little Harbor Advisors, LLC
Location: Rancho Cordova City Hall, 2729 Prospect Park, Rancho Cordova, CA
Strategic Partner: Brad L’Engle, Guild Mortgage
Details/Register

Event Photos

Click here to see pictures from past events.

Chapter News

Philanthropic Advisors Forum – Nonprofit Service Event – September 20, 2018

Thursday, September 20, 2018 5:30 p.m. – 7:00 p.m. Annunciation Greek Orthodox Church 600 Alhambra Boulevard, Sacramento, CA...

Sponsor: Doug Bertsch, American Pacific Mortgage – FREE Webinar on 9/12/18

American Pacific Mortgage Presents: Learn how managing Sequence of Returns Risk with home equity can help preserve & grow you...

Pro Bono Financial Planners Needed to Help Families Living with Cancer

Every day, families that are battling cancer make dangerous decisions like skipping a chemotherapy appointment so they can af...

FPA Member-Get-A-Member Program – Double Referral Rewards in August!

The FPA Member-Get-A-Member program referral savings will double August 1-31, 2018! This special promotion is aimed at growin...

Financial Planning Scholarships Exclusively for FPA Members

GGU is offering 30 Scholarships worth $11,550 each! Save $11,550 on the seven classes that earn our CFP Board-registered Grad...

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