Venue
Palace Hotel
Palace Hotel, 2 New Montgomery St, San Francisco, CA 94105, USA

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Event Date Tue May 31 PDT - Wed Jun 1 PDT (in 6 months)
In your timezone (EST): Tue May 31 10:30am - Wed Jun 1 7:15pm
Location Palace Hotel
2 New Montgomery St, San Francisco, CA 94105, USA
Region Americas
Details

Inspiring Excellence and Fostering Community

The theme for our 2022 Conference is Together. The 50th annual conference asks us to reflect on where we’ve been and to celebrate all that we’ve accomplished … together. It also gives us the opportunity to look towards the future. FPA NorCal is a powerful community united in the belief that together we can realize our extraordinary potential, and that together we can help lead our industry forward in creating the change to make our world a better place. We believe in collaboration and that Together Everyone Achieves More.

We are excited to meet again!
The FPA NorCal Conference will provide you with the tools to continue to advance your mastery in the business, practice, and profession of financial planning.

This conference is planned for financial planners by financial planners.
The FPA NorCal Conference is the most established, advanced-level conference that provides the opportunity to interact with all parts of our community and profession. We have transitioned to virtual while maintaining the integrity of our overall structure and we continue to offer an invaluable educational and networking event year after year.

Speakers

2022 Speakers

COMMITEE MEMBERS & CONFERENCE CHAIR:

William Pitney, CFP®, MBA,CeFT®, CLU®
FPA Silicon Valley Chapter

PROGRAM CO-CHAIRS:

Paige Uher
FPA San Francisco Chapter

Thomas Howard, CFP®, MBA
FPA East Bay Chapter

KEYNOTE LIAISONS:

Leigh Shimamoto, JD, CFP®
FPA San Francisco Chapter

Daniel Andersen, CFP®
FPA Northern California Chapter

Eric Flett
FPA East Bay Chapter

CO-DIRECTORS OF PARTNERSHIP:

Chad Perbeck, CFP®, CIMA®
FPA East Bay Chapter

Shawn Eubanks
FPA San Francisco Chapter

SPEAKER LIAISONS:

Leotie Fukawa, CFP® (NexGen)
FPA San Francisco Chapter

Jenny Hood
FPA Northern California Chapter

Mira Ma, CFP®
FPA Silicon Valley Chapter

Laura Pantaleo, MBA
FPA San Francisco Chapter

Phuong Quach, CFP®, CRPC®
FPA Silicon Valley Chapter

Pamela Schmitz
FPA San Francisco Chapter

Denise Tuemmler, CFP®, MBA
FPA East Bay Chapter

Daria Victorov, CFP® (NextGen)
FPA Silicon Valley Chapter

Sponsors & Partners

2022 Partners

PLATINUM PARTNERS:
• Succession Resource Group
• T. Rowe Price Group, Inc.

PALLADIUM WI-FI PARTNER:
• Matthews Asia

GOLD PARTNERS:
• American Century Investments
• American Heart Association
• Avantis Investors
• Charles Schwab Advisor Services™
• Diamond Hill
• Fenimore Asset Management
• Finance of America Reverse
• Impact Investors, Inc
• IDFA
• Jensen Investment Management
• Johnson Asset Management
• Lincoln Financial Group
• Nationwide®
• Osterweis Capital Management
• Stonecrest
• Vanguard
• Voya Investment Management