The voice of the financial planning profession in Silicon Valley and the premier resource to its members, the public and other professionals.
Silicon Valley
Joined July 2014
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FPA of SiliconValley retweeted
Register by Thursday for our May 14 Chapter Meeting on Prop 19 and Property Taxes. conta.cc/2Qavqbd
FPA of SiliconValley retweeted
The most rewarding #financialplanning experience for @FPASV member Austin Chau is "seeing people retire stress free or send their kids to the college of their dreams." He may be new to the profession, but we know he's going to go far! #FPANexGen bit.ly/FPA-Member-Spotlight
FPA of SiliconValley retweeted
Are you doing awesome things in #financialplanning, your community or the world? Go ahead and brag on yourself (so we can brag on you 😀): bit.ly/FPA-Member-Spotlight
FPA of SiliconValley retweeted
73% of parents say paying for college is their No. 1 financial concern. In this month's 𝘑𝘰𝘶𝘳𝘯𝘢𝘭 cover story, David C. Bowman CFP® and Joe Messinger, CFP®, ChFC®, CLU®, discuss how #financialplanners can help their clients with this major decision. financialplanningassociation…
FPA of SiliconValley retweeted
We are wrapping up the year with a Chocolate Tasting on December 10 with Timothy Adams Chocolates. Registration open through December 1. conta.cc/2Hh4y4K
FPA of SiliconValley retweeted
If you missed @emzohlen and @lazettabraxton on @CNBC’s Power Lunch today talking about #diversity in financial services, check it out now! cnbc.com/video/2020/10/08/ho… @fpassociation @QuadASocial
FPA of SiliconValley retweeted
Register now for Philanthropic Solutions in Financial Planning with FPA and @American_Heart and be entered into the sweepstakes to win an Apple Watch Series 5 and a one-year FPA membership (visit heart.org/FPA20 for sweepstakes T&Cs). fpalearning.onefpa.org/produ…
FPA of SiliconValley retweeted
The #FPAConf20 Diversity & Inclusion Scholarship is awarded to those who demonstrate and act upon an intense desire to promote diversity in the #financialplanning profession. Sound like you? Don't miss the deadline—applications are due 𝘁𝗼𝗺𝗼𝗿𝗿𝗼𝘄!
financialplanningassociation…
FPA of SiliconValley retweeted
Investment Storytelling in the Age of Data is the topic of our September chapter meeting. Find out more about this and other FPA events in the link! conta.cc/2Qy9yD7
FPA of SiliconValley retweeted
Registration for the @FPANexGen One Day Experience closes on Wednesday! Don't miss your chance to connect with #FPANexGen members and move your career forward: z5bv3u.attendify.io/
FPA of SiliconValley retweeted
This month's 𝘑𝘰𝘶𝘳𝘯𝘢𝘭 𝘰𝘧 𝘍𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘗𝘭𝘢𝘯𝘯𝘪𝘯𝘨 cover story from @danielcrosby bridges financial finance theory to practical solutions. Check it out: bit.ly/39ZbZaH
FPA of SiliconValley retweeted
Our members are dedicated to elevating each other and the #financialplanning profession. The more we grow as practitioners and planners, the better we serve our clients today and meet the needs of our clients tomorrow. JoinFPA.org
FPA of SiliconValley retweeted
Financial Planning Coalition Strongly Disagrees with @USDOL on Proposed Retirement Investment Advice Rule Package:
financialplanningassociation…
@fpassociation @NAPFA @CFPBoard
FPA of SiliconValley retweeted
We believe in elevating the profession that transforms lives through the power of #financialplanning. We believe in changing tomorrows. 🌟 Speaking of change, we've been working on some exciting things at FPA. Visit us at our new home to see more: financialplanningassociation…!
FPA of SiliconValley retweeted
"Our profession is full of people working to change their tomorrows―and the tomorrows of others―because they know we are all better for it. FPA is committed to helping our members Change Tomorrows™ for the clients of today and the clients of the future."
fa-mag.com/news/changing-tom…
FPA of SiliconValley retweeted
"Many businesses are looking for ways to cut back and marketing is typically the first budget line item to go." @SamanthaTwenty shares 7 useful tools to learn, create & market your business as you begin to navigate the world of digital marketing. @FPApubs
onefpablog.org/2020/05/19/7-…
FPA of SiliconValley retweeted
Your Health, Safety and Well-Being is Our Priority
As we all collectively adjust to the “new normal” resulting from COVID-19, we want to share with you the steps we're taking to protect members, staff & all those engaged with the association: fpa.informz.net/informzdatas…
FPA of SiliconValley retweeted
FPA has launched the Volatility Resource Center to provide #financialplanners with content related to supporting clients during times of uncertainty. There are also links to information from @WHO, @CDCgov and others about #COVID19.
onefpa.org/Pages/Volatility.…
FPA of SiliconValley retweeted
New #whitepaper from the @fpassociation Coaches Corner provides key tips to get your #business moving forward. Thx to @PathfinderAdv @charesse_hagan @ByrnesConsultin @barbarakaycoach and the other coaches! onefpa.org/MyFPA/practice-ma…
FPA of SiliconValley retweeted
Happy 50th anniversary to the #financialplanning profession! 🥳