About the FPA NorCal Conference

Since 1972, the FPA NorCal Conference has held an annual conference in San Francisco for the purposes of furthering education and community networking. The FPA NorCal Conference is organized by a committee of respected financial planning professionals representing the San Francisco Bay Area FPA Chapters – San Francisco, East Bay, Silicon Valley, and Northern California (Sacramento).

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 offer an invaluable educational and networking event year after year.

A Day in the Life of… A Financial Planner

Celebrating the Passion Behind the Profession
For those of us who chose financial planning not just as a career, but as a calling—we get it. We love numbers, yes. But more than that, we love what those numbers represent: people’s dreams, values, and futures. Many of us have been in this profession for decades, and the passion hasn’t faded. If anything, it’s grown deeper.

Honoring the Heart of the Profession
This year, the theme for the FPA NorCal conference is for the planners who still feel that spark. Who find joy in the “nerdy” conversations about all things financial planning. Who know that financial planning is never just about the numbers—it’s about the people. The people who are our clients living their lives and relying on us to help them navigate the uncertainties, the grey areas and the messy middles. The hard conversations that become cathartic because they’re rooted in trust and care.

Exploring the Evolving Landscape
We’re gathering this year to explore the evolving landscape of our work—from AI and acquisitions to the rising expectations of consumers. We’ll talk about what’s changing, what’s staying the same, and how we continue to build strategies that are deeply personal and values-driven.

A Community of Connection and Growth
Whether you’re a seasoned planner or just finding your footing, this is your space. A place to connect, reflect, and reignite your love for the profession. Because financial planning isn’t just what we do—it’s who we are.

Celebrating Impact and Purpose
Come celebrate the gift of helping others live empowered financial lives.

Join us at FPA NorCal 2026 and take the next step in elevating your career, your impact, and the financial futures you help create.

Meet us at The Palace Hotel!

Join us for the 54th Annual FPA NorCal! Be open to learning something new. Who will you meet and who will network with you? Your next employee or your next boss? Possibly a new career path? Maybe a succession candidate? Or perhaps find a connection to a mentor or mentee.