The FPA NorCal Conference 2018 | Financial Planning Association | 29 May 2018 | Palace Hotel in San Francisco, 2 New Montgomery St, San Francisco, CA 94105, US

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.”

2018 Speakers:

Jennifer Dulski
Head of Groups & Community, Facebook

Greg Valliere
Chief Global Strategist, Horizon Investments

Rosie Rios
Former Treasurer of the United States

Matthew Luhn
Writer and Story Consultant

2017 Speakers:

Alison Levine, MBA
Adventurer and Author

Jeffrey E. Gundlach
CEO & CIO – DoubleLine Capital

Laura Arrillaga-Andreessen, MA, MBA
Founder and President – Laura Arrillaga-Andreessen Foundation (LAAF.org)

Salman Khan, MS, MBA
Founder and Chief Executive Officer – Khan Academy

2018 Sponsors:

PLATINUM:
• T.RowPrice
• Vanguard

PALLADIUM WIFI:
• The Arbitrage Funds
• Pershing Advisor Solutions

GOLD:
• American Century Investments
• Ariel Investments
• Blackston
• Charles Schwab
• Cognios Funds
• Columbia Threadneedle
• Diamond Hill
• Fidelity Investments
• FS Investments
• Hancock Horizon Funds
• IDFA
• Investments & Wealth Institute
• Strategic Capital
• IVY Investments
• Jensen Investment Management
• J.P. Morgan Asset Management
• Litman Gregory
• Mairs & Power
• Markel
• Matthews Asia
• My529
• Nationwide
• Nuveen
• OppenheimerFunds
• Osterweis Capital Management
• Parnassus Investments
• Pimco
• RMF Reverse Mortgage Funding LLC
• Stonecrest
• TD Ameritrade Institutional
• OIC The Options Industry Council
• Thornburg Investment Management
• USAA
• Voya Investment Management
• Weitz Investment Management
• William Blair
• Wilshire
• Zeo Capital Advisors

TECH LOUNGE:
• Advicent
• ASI Advisor Software
• ATA Risk Station
• Envestnet Tamarac
• LifeYield
• MoneyGuidePro
• Orion
• TradePMR

MADE IN THE BAY COMPANIES:
• Clard Auction Gallery
• Cuesa
• Da Good Seed
• Hire Mojo
• Hotaling & Co.
• La Cocina
• Mursion
• NV Organics
• SafariWest