55th Annual
FPA NorCal Conference
June 1 & 2, 2027
At The Palace Hotel , San Francisco
Thank you to our
2025 Platinum Partners:
2026 Attendee Stats
OVERALL
Attendees from across the nation and abroad
TYPE OF FIRM
Firm’s AUM (in Millions)
NOTE: 2025 stats
Years in financial industry
2026 Keynote Speakers
Stephanie Bogan
Building A High-Growth, High-Profit, High-Happiness Practice
Dr. Joe Coughlin
Retirement and the Other AI: Anticipatory Intelligence and Your Role as Advisor
Michael Kitces
How To Be A Happier Advicer (According to Research)
Liz Thomas
Keep the Plates Spinning
Check out the goRIA podcast as we talk with speakers and attendees from the 2025 FPA NorCal Conference, sharing insights, stories, and standout moments from the event.
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
In 2026 we hosted thought leaders, industry innovators, and inspiring speakers who offered 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 2027:
Our Place, Our Time, Our Impact
In a world of accelerating technology, constant change, and increasing complexity, it is worth asking a simple but profound question:
What is our place now?
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 June 1 & 2, 2027!
We are honored to be acknowledged by Michael Kitces:
FPA NorCal Conference:
Best Overall Financial Planning Conference for 2027!
Here’s what Michael says:
“The FPA NorCal conference is hosted annually by a coalition of about half a dozen Financial Planning Association (FPA) chapters in the Northern California/greater San Francisco area, that first came together more than 50(!) years ago […] despite being a “regional” conference, NorCal’s finely tuned systems and processes for planning and executing the event […] 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!
[…] because NorCal started out as a regional conference and has morphed into a national event, it does have a capacity limitation […], so those who are interested should register early because the event does get completely sold out in many years!
Who Should Attend: Experienced financial advisors who really want to attend high-quality conference sessions and are looking for a well-run event…“
FPA NorCal
NexGen Reception
Wednesday • May 28 • 5:30-7:00pm
2nd Floor, French Parlor
Palace Hotel
2 Montgomery St, San Francisco
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!