The Triple Treat Mixer on May 1st brought together members of the Financial Planning Association of Silicon Valley, CalCPA, and The Estate Planning Council of Santa Clara for an evening of connection and collaboration. Generously hosted at The Silicon Valley Charitable Fund, the event offered a warm and welcoming space to build relationships across our professional communities. Attendees enjoyed reconnecting with familiar faces and forging new bonds with fellow financial professionals. It was truly a memorable evening of networking, camaraderie, and shared purpose.

Join us for our summer social on Tuesday August 12th at Campo di Bocce from 4:00-6:00pm. Our next Chapter meeting will be held on Tuesday, September 9th, from 11:30am-1:30pm, at Maggiano’s Little Italy in Santana Row.

Pro Bono Corner: Susanna Tang

This quarter, we highlight chapter member Susanna Tang and her contributions to our Pro Bono committee.

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You can celebrate FPA’s 25th Anniversary by taking the ’25 in 2025’ Financial Wellness Pledge and sharing your expertise with those who need it most. Your expertise can change lives: Take the Pledge!

Around The Chapter: Curt Weil

Silicon Valley chapter member Curt Weil traveled to Washington, D.C. to celebrate the 30th anniversary of the Foundation for Financial Planning, for which he previously served two terms on the board in the early 2000s. He took several photos of the beautiful cherry blossoms, and this one was taken at the National Cathedral."

Have travels or events to share with chapter members? Please email execdirector@fpasv.org with your update and we'll share it in our next newsletter!

Mark Your Calendar: Firm Office Visit

This quarter on Sep 30th, we are visiting Davalos Financial Advisors. Pick the brain of a successful firm owner and learn more about building a career in financial services! Learn More