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53rd Annual
FPA NorCal Conference
May 27 & 28, 2025
At The Palace Hotel , San Francisco
Early Bird Registration Opens December 16th!
2024 Keynote Speakers
Kristen Berman
CEO and Co-founder, Irrational Labs
BeFi In Action: How Advisors Can Help Clients Make Meaningful Change
Mellody Hobson
Co-CEO and President, Chairman of the Board of Trustees, Ariel Investment Trust
Leading by Example: Tough Conversations about Money and Leadership
Saira Malik
Chief Investment Officer, Nuveen
Viewpoints on the Economic and Stock Market Outlook
Kristi Yamaguchi
Founder & Board Chair, Kristi Yamaguchi's Always Dream
From Figure Skating to Philanthropy:Catching up with Olympic Gold Medalist Kristi Yamaguchi
Hear what last year's Conference Chair, Thomas Howard has to say:
What is FPA NorCal?
The FPA NorCal Conference continues to be the premier destination for financial planners seeking to expand their knowledge, elevate their expertise, and grow their businesses. For over 50 years, we have been committed to delivering cutting-edge education, professional development, and industry insights that help shape the future of financial planning.
Inspiring Excellence & Fostering Community
Join us in 2025 as we host thought leaders, industry innovators, and inspiring speakers who will offer valuable perspectives on the evolving financial landscape. From advanced financial strategies to breakthrough technologies, we are dedicated to equipping you with the tools to succeed in today’s competitive environment.
Our conference is renowned for providing exceptional leadership opportunities and fostering high-value networking experiences. We are driven by our mission to deliver excellence, which has earned us a national reputation for offering high-quality, impactful events that push the boundaries of the profession.
FPA NorCal Conference 2025: Elevate Your Financial Planning Practice
Elevate Your Practice: Discover strategies to enhance your services, strengthen client relationships, and refine your business approach to achieve new heights of success in 2025.
Elevate Your Impact: Understand the pivotal role financial planners play in shaping the future of their clients by fostering trust, delivering personalized solutions, and driving transformative outcomes.
Elevate to Innovate: Explore emerging trends in technology, financial products, and services that are reshaping the way we plan for the future.
Elevate Your Expertise: Stay ahead of the curve with insights into the latest financial trends, regulatory updates, and best practices that will position you as a leader in the industry.
Elevate Together: Collaborate and connect with a diverse network of peers, recognizing the value of building strong professional communities that drive success across the financial planning industry.
We look forward to welcoming you to FPA NorCal 2025, where your financial planning journey will be elevated to the next level!
Meet us at The Palace Hotel!
We are dedicated to providing leadership and great networking opportunities. Our purpose of delivering excellence is what motivates us to offer high-quality conferences year after year and has resulted in a national reputation.
The FPA NorCal Conference is put on every year in a collaborative effort by volunteers from the four local Bay Area FPA Chapters, East Bay, Northern CA (Sacramento), Silicon Valley, and San Francisco. Our motto within the FPA NorCal planning committee is a conference For Us, By Us.
Join us at The Palace Hotel on May 27 and 28, 2025!
We are honored to be acknowledged by Michael Kitces:
FPA NorCal Conference: Best Overall Financial Planning Conference for 2025!
Here’s what Michael says:
“Despite being a regional conference hosted by a number of ‘local FPA chapters’, NorCal’s finely tuned systems and processes for planning and executing the event – that have been running for more than 50 (!) years since its founding as a conference in 1972 – ensure that the conference is consistently, year after year, a national-caliber financial planning event.
The content features a mixture of practice management sessions along with more technical CE, many of which run 75–100 minutes (not just the ‘usual’ 50-minute CE session) to allow room for the speakers to delve deeper into their topics. Which is welcomed, because the FPA NorCal conference has a rigorous speaker selection and vetting process, and does not permit any ‘pay-to-play’ sponsored sessions… which makes it a lineup of speakers that advisors actually would want to listen to longer!
In fact, often, the biggest challenge at NorCal is that you’ll want to see multiple sessions that conflict with each other in the same time slot – for which NorCal was also one of the first industry conferences to pioneer the effort of recording every session (general and all breakout sessions), making all recordings of all sessions included as part of the registration fee for all attendees. (So even if you can’t attend every session in person, you’ll get every bit of content as a registered attendee!)“
FPA NorCal is committed to providing Financial Education, Financial Literacy, Professional Development, Advocacy, and Business Success to our members and non-members!
FPA NorCal supports Khan Academy
Provide a donation of $199 and Sal Khan will know that comes from the FPA NorCal Conference!
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