2025-10-31T10:00:39-07:00 2023-12-31 455634499 Strategic Financial Reporting 330 N Lantana St Ste 28 5136 Camarillo CA 93010 990EZ 2023-01-01 581313679 Financial Planning Association of San Francisco FINA 8772603218 9630 Bruceville Rd 106-149 Elk Grove CA 95757 Tim Connolly Director 2025-10-31 true true Charity Agar P01501955 8053061325 2023 2025-03-06 01:10:19Z X X X http://www.fpasf.org/ X X 87311 X 38666 16122 32407 116 0 0 0 0 87311 52873 4550 1143 27270 85836 1475 123950 125425 X 137003 142973 6321 5953 143324 148926 19374 23501 123950 125425 The Mission of the Financial Planning Association of San Francisco is to advance the financial planning profession in accordance with the highest ethical and professional standards by providing education, community, networking and leadership for our Bay Area members and through them the public they serve. Held ten monthly meetings serving its approximately 400 members, integral contributor to regional financial planning conference Key organizer of San Francisco Financial Planning Day X Rita Lee CPA PFS CGMA CDFA Director 1.00 0 Margery Neis CFP Director 1.00 0 Homa Rassouli Director 1.00 0 John Bacigalupi President 8.00 0 Jacob Quiroz Director 1.00 0 Sydney Woodward CFP Director 1.00 0 Adam Battat Director 1.00 0 Lauren Wright Director 1.00 0 Reed Nothwang Director 1.00 0 Alejandro Aceves Madriz Director 1.00 0 Jeremy Griffith CFP Director 1.00 0 Larry Pon CPAPFS CFP EA USTCP A Director 1.00 0 Scott Fong Director 1.00 0 Christine Thibodeaux Director 1.00 0 Kristie Cahill CFP CEP Director 1.00 0 Sheila Rabaut CFP Chairman 8.00 0 Paul Cordero CFP EA Treasurer 8.00 0 false false false false false false false 0 0 0 0 0 false Tim Connolly 9630 Bruceville Rd 106-149 Elk Grove CA 95757 5402502994 false false false false false false false false NONE NONE Other Expenses.1 Newsletter $10233 Other Expenses.2 Monthly Meetings $7188 Other Expenses.3 Board Expenses $4759 Other Expenses.4 Operations $2427 Other Expenses.5 Credit Card Fees $2345 Other Expenses.7 Committee Expenses $318 Other Assets.1005 Accounts Receivable - Beginning $2935 Accounts Receivable - Ending $1841 Other Assets.1011 Prepaid Expenses and Deferred Charges - Beginning $3386 Prepaid Expenses and Deferred Charges - Ending $4112 Total Liabilities.1001 Accounts Payable and Accrued Expenses - Beginning $9410 Accounts Payable and Accrued Expenses - Ending $10113 Total Liabilities.1003 Deferred Revenue - Beginning $9964 Deferred Revenue - Ending $13388