2027 FPA NorCal Conference
About the Conference

Learn More about FPA NorCal

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).

The conference 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.

Our Place
Understanding Our Role in a Changing World

As financial planners, we occupy a unique place in the lives of our clients. We stand beside them during life’s most important transitions, helping bring clarity to uncertainty, confidence to difficult decisions, and purpose to the resources they have been entrusted to steward. Our work is about far more than investments, taxes, or retirement strategies. It is about helping people align their wealth with what matters most to them.

While any individual advisor may feel small within the vast scope of a rapidly changing industry, the impact of our work extends far beyond financial plans and investment portfolios. Through guidance, relationships, and stewardship, we help shape futures, strengthen families, and leave a lasting imprint on generations to come.

The 2027 FPA NorCal Conference invites us to explore how understanding Our Place can deepen our purpose, strengthen our profession, and inspire us to make a meaningful difference in the lives of others. Understanding our place is not about looking inward. It is about recognizing our responsibility, embracing our relevance, and appreciating the profound impact we have on the lives we touch.

Join us at FPA NorCal 2027 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 55th 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.