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.

Elevate

At the heart of financial planning is the drive to constantly grow, learn, and reach new heights. The word “elevate” embodies this spirit of progress and self-improvement. As financial planners, we have a responsibility to not only better ourselves but also to elevate each other, our profession, our clients, and the communities we serve. The 2025 FPA NorCal Conference is your opportunity to embrace this challenge and take your practice to the next level.

Elevate Your Practice by discovering innovative strategies to enhance your services and strengthen client relationships. At FPA NorCal, you’ll learn how to refine your business approach and adopt new methods that will drive greater success. With the latest insights from industry leaders, you’ll be equipped with actionable tools to elevate your practice and deliver exceptional value to your clients.

Elevate Your Impact as a financial planner by recognizing the essential role you play in shaping your clients’ financial futures. The 2025 conference will provide you with deeper insights into building client trust, offering personalized solutions, and creating lasting, meaningful outcomes. You’ll leave empowered to make a greater impact in your clients’ lives and to elevate the financial planning profession as a whole.

Elevate to Innovate by exploring cutting-edge developments in financial planning. From advancements in technology to new financial products and services, FPA NorCal 2025 will give you a front-row seat to the innovations transforming the industry. This is your opportunity to stay ahead of emerging trends and incorporate forward-thinking tools into your practice.

Elevate Your Expertise by deepening your knowledge of the latest financial trends, regulatory changes, and best practices. With expert-led sessions and workshops, you’ll gain the insights and skills needed to remain at the forefront of the financial planning industry. Continuous learning is the key to success, and FPA NorCal 2025 is the perfect place to sharpen your expertise.

Finally, Elevate Together by connecting with a diverse network of peers, thought leaders, and innovators. At FPA NorCal 2025, you’ll have invaluable opportunities to collaborate and build strong, lasting relationships within the financial planning community. Together, we can push the boundaries of our profession and create a brighter future for our clients and the industry.

Join us at FPA NorCal 2025 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 53rd 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.