Overview
What is Financial Planning Association Of San Fr Ancisco?
The Financial Planning Association of San Francisco is a notable nonprofit organization dedicated to upholding the integrity and advancement of the financial planning profession. Situated in the Bay Area, they foster an environment of learning, collaboration, and influence by organizing regular meetings for their approximately 400 members. These gatherings serve as a platform for exchanging ideas, networking, and honing professional skills. Furthermore, the organization contributes significantly to regional financial planning conferences, demonstrating their commitment to shaping the industry. Beyond events, they play a pivotal role in organizing the San Francisco Financial Planning Day, offering valuable resources and insights to the community.
Official website here: www.fpasf.org
Is Financial Planning Association Of San Fr Ancisco legitimate?
Financial Planning Association Of San Fr Ancisco is a legitimate nonprofit organization registered as a 501(c)(6) entity. Financial Planning Association Of San Fr Ancisco submitted a form 990EZ, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.
Official website here: www.fpasf.org
What is the mission statement of Financial Planning Association Of San Fr Ancisco?
The Financial Planning Association of San Francisco, as an organization, is committed to advancing the financial planning profession by upholding the highest ethical and professional standards. They achieve this through various means, including providing education, fostering a sense of community, facilitating networking opportunities, and offering leadership development for its members. The association serves around 400 professionals in the Bay Area, hosting ten monthly meetings and contributing significantly to regional financial planning conferences. Furthermore, it plays a significant role in organizing the San Francisco Financial Planning Day event, which is a notable event in the local financial planning community.
Official website here: www.fpasf.org
Who is the CEO of Financial Planning Association Of San Fr Ancisco?
Sheila Rabaut Cfp is the President of Financial Planning Association Of San Fr Ancisco.
Official website here: www.fpasf.org
What is the revenue of Financial Planning Association Of San Fr Ancisco?
Financial Planning Association Of San Fr Ancisco's revenue in 2022 was $77,311.
Official website here: www.fpasf.org
Who are the executives of Financial Planning Association Of San Fr Ancisco and what are their salaries?
Here are 12 key members and their salaries:
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Official website here: www.fpasf.org
Where can I find the form 990EZ for Financial Planning Association Of San Fr Ancisco?
Financial Planning Association Of San Fr Ancisco's most recent form 990EZ was submitted in 2022 and can be accessed here.
Official website here: www.fpasf.org
Learn more at the official website: www.fpasf.org
Mission Statement of Financial Planning Association Of San Fr Ancisco
The Financial Planning Association of San Francisco, as an organization, strives to elevate the financial planning profession in adherence to the most stringent ethical and professional standards. It achieves this by providing its approximately 400 members with educational resources, fostering a sense of community, and offering opportunities for networking and leadership development. The association is actively involved in organizing monthly meetings and contributes significantly to regional financial planning conferences. Furthermore, the Financial Planning Association of San Francisco assumes a pivotal role in coordinating the San Francisco Financial Planning Day event, demonstrating its commitment to advancing the financial planning profession in the Bay Area.
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Impact
October, 2024
The Financial Planning Association of San Francisco significantly impacts the financial planning profession by promoting the highest ethical and professional standards. Through its educational programs, it enhances the knowledge and skills of approximately 400 members, fostering a community dedicated to excellence in financial services.
By organizing ten monthly meetings, it provides a platform for networking, allowing financial professionals to share insights and best practices. This collaborative environment encourages growth and innovation within the industry. Additionally, the association plays a crucial role in regional financial planning conferences, further elevating the standards and practices of financial planning in the Bay Area.
One of its hallmark events, San Francisco Financial Planning Day, exemplifies its commitment to improving community financial literacy and access to financial planning resources. This event connects the community with financial planners, offering valuable advice and guidance, further enhancing the overall financial wellbeing of the local population.
Overall, the Financial Planning Association of San Francisco not only enriches the professional landscape for its members but also contributes to the broader community by championing financial education and ethical practices.
This information is meant to be a general summary of Financial Planning Association Of San Fr Ancisco. Please take the time to review official sources before making any decisions based upon the content provided here.
Financials
This financial information is from Propublica.
Other financial information:
This information is from the most recently submitted tax form from this organization, which was in 2022.
- Program Service Revenue: $13,691
- Gross Receipts: $77,311
Assets and Liabilities:
- Total Assets: $143,324
- Total Liabilities: $13,605
- Net Assets: $129,719
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Organization Details
Phone
(877) 260-3218Principal Officer
Sheila Rabaut Cfp
Main Address
9630 Bruceville Road 106-14, Elk Grove, CA, 95757
Website
www.fpasf.orgNTEE Category
Code: S41 - Community improvement
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