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“I have been blessed to have attended and spoken at conferences on five continents.  NorCal is one of the best.  The caliber of the staff and organizing committee is better than many national level conferences and as a result they put together top notch content and a fantastic attendee experience.  A few days at NorCal is one of the best investments you can make in your professional and personal future.”

Dan Moisand, CFP®
Spraker, Fitzgerald, Tamayo & Moisand
FPA National President 2007

 

Larry Ginsburg"I attend the FPA NorCal Conference annually because the quality of programs is equal to the FPA National Conference.  I am able to network with my peers; share and learn from them.  All this in only two days out of my office... and I can get to the Palace Hotel by BART!  The only way the Nor Cal Conference could be more convenient if it were held near my office…unfortunately, we have no hotels or convention facilities." 

Larry P. Ginsburg, CFP®
Ginsburg Financial Advisors, Inc.
FPA East Bay

 

Linda Fitz“NorCal is the best bang for your buck: Famous national speakers, tons of continuing education credits, and fun with engaging CFPs---all without getting on an airplane!”

Linda J. Fitz
ASPIRIANT (Formerly Kochis Fitz)
FPA San Francisco

 

“The NorCal FPA conference is as good as any in the country.  The best speakers from around the country, current topics, and the chance to mingle with peers that you will actually see again--how could it get any better?  If you don’t attend, you are missing out on one of the best bargains in the industry.”

Norman M. Boone, MBA, CFP®
Mosaic Financial Partners, Inc.
FPA San Francisco

 

“I have attended every Nor Cal Conference since 1973.  I don’t plan to break that string until the Sun stops rising each morning.  Nor Cal offers quality information and new ideas for everyone – experienced planner or newly minted CPF® practitioner.”

George H. Coughlin II, CFP®
FPA East Bay

 

“As someone who has been part of the Northern California investment advisor community for the past decade, I can truly say that FPA NorCal is the one event I never miss.  The content is top notch and the networking opportunities unsurpassed.”

Tony W. Parkin
Bellatore, LLC
San Jose, CA


Gretchen Hollstein“In a time when there are too many news headlines about financial professionals that consumers should NOT have trusted, I am prouder than ever to be associated with the people who make up the independent advisor community.  Attending the FPA NorCal Conference always reminds me how valuable it is to carve out quality time to talk with these other professionals, and how unique it is to our profession that we are willing to share with each other.” 

Gretchen Hollstein, CFP®
Litman Gregory Asset Management
FPA San Francisco

 

"I have attended the NorCal conference four years running and been consistently impressed with the caliber of the presenters and the quality of the educational sessions.  Of all the conferences I attend each year it is invariably among the best."

Gerald E. Gasber, CFP®, CFS, CIMA®, CIMC®
Gasber Financial Advisors, Inc.
FPA Sacramento

 

“I attend the FPA NorCal Conference because it is so well organized with a wide range of presentations and thought-provoking speakers at the general meetings. The networking is always valuable, and it doesn’t hurt to have won the 2008 grand prize one-week stay at a beautiful condo in Kauai as well as other lesser prizes in past years.”

Carol Gosho
Associated Securities Corp.

 

Rich Arzaga“Getting involved at the NorCal FPA Conference, either as an attendee or a volunteer, is a big idea for those seeking professional growth and development. Success in our business is ultimately driven by personal relationships and collaboration. This all comes together when veterans and newer practitioners alike elect to share questions and best practices at NorCal. In very few other industries and settings will you find “competitors” willing to share their best ideas with each other.”

Rich Arzaga Founder and CEO
Cornerstone Wealth Management, Inc.
Instructor, UB Berkeley Extension Personal Financial Planning


 

sapcer
The FPA Nor Cal Conference is offered only to professionals and not the general public. The FPA Nor Cal Conference is only for informational purposes and not investment advice. Opinions expressed are solely those of the Speakers. Past Performance does not guarantee future results. Investment returns and the value of any fund and/or investment will fluctuate, and investors may have a gain or loss when they sell shares. Nothing herein constitutes a solicitation or an offering to sell or purchase any securities.