FPA NorCal Conference

The 54th Annual FPA NorCal Conference has officially wrapped and we are still feeling the energy of two incredible days at the Palace Hotel in San Francisco.

To our attendees — thank you for making the trip to San Francisco and showing up fully for two incredible days. The energy you brought, the conversations you started, and the connections you made are exactly what makes this conference worth building every single year.

To our partners — thank you for believing in this community and investing in the future of financial planning alongside us. Your presence at the conference added real value for every attendee in that room and we are deeply grateful for your support.

To our volunteers and committee members — none of this happens without you. Thank you for the countless hours, the dedication, and the genuine love for this profession that you pour into this event year after year.

If you want to connect with the best, you show up in the right places and get to know the right people. After two days with this community, one thing is abundantly clear....the future of this profession is very bright.

See you next year on June 1-2, 2027!

Tag someone you connected with at the FPA NorCal Conference this year and let them know you're grateful for the conversation.

The conference doesn't end when the last session wraps — and if you're part of the NexGen community, we have something special planned for you!

Join us on the evening of Wednesday, May 27th from 5:30 to 7:00 pm in the French Parlor on the second floor of the Palace Hotel for an informal networking event hosted by the 2026 FPA NorCal Conference Committee.

This is a relaxed, welcoming space designed for the next generation of financial planners to connect, share ideas, and build the kinds of relationships that shape a career.

Whether you're just starting out or a few years into your practice, this is a great opportunity to meet fellow colleagues.

Here's the best part...no conference registration is required! So if you know someone in your office who is part of NexGen, invite them. Or if you know someone exploring a career in financial planning, bring them along. And if your firm has open positions, come ready to share. This is a great opportunity to connect with emerging talent in the profession.

We would love to see you there!
NexGen Community Networking Event
Register HERE: https://lp.constantcontactpages.com/ev/reg/2csz8vw
Wednesday, May 27th | 5:30 to 7:00 pm
French Parlor, 2nd Floor | Palace Hotel, San Francisco

You only have 2 days left to register for the upcoming FPA NorCal Conference and we couldn't be more excited about what's waiting for you in San Francisco.

The FPA NorCal Conference is where the financial planning industry connects year after year. It's where the conversations that actually matter happen: the ones that spark new ideas, lead to real referral partnerships, and create new business opportunities you didn't even know existed.

This year's theme, "A Day in the Life of a Financial Planner," is a celebration of the real experiences that define this profession and the people behind the work. And when Michael Kitces names you the Best Overall Financial Planning Conference for 2026, you know the room is going to reflect exactly that.

Here are just some of the benefits of being an attendee:

📚 Earn CE credits to keep you at the top of your game
🎤 Listen to renowned speakers and thought leaders shaping the future of financial planning
💡 Attend breakout sessions on industry trends, tech innovations, and client engagement strategies
💬 Form connections with fellow financial professionals from across the country
🔥 Experience a renewed sense of purpose and inspiration to bring back to your practice

Registration closes in 2 DAYS, this Friday, May 8th at 11:59 pm Pacific. The planners who show up for this are the ones who never stop growing.

Register today at fpanorcal.org 🔗
May 26–27, 2026 | Palace Hotel, San Francisco