53rd Annual FPA NorCal Conference

May 27-28, 2025 · San Francisco, CA

FPA NorCal is one of the longest-running and most respected regional planning conferences in the country. Run by the Northern California FPA chapters, it has built a reputation for technical depth that rivals national events, and it draws attendees from well beyond the Bay Area.

Who attends

CFP professionals and financial planners across Northern California and the western states, from solo practitioners through to teams at established RIAs, plus associate advisors, paraplanners and operations staff.

What it covered

• Advanced technical planning across tax, retirement and estate

• Investment strategy and portfolio construction

• Practice management and firm operations

• Continuing education for CFP professionals

Why the operations sessions keep growing

Bay Area planning practices tend to serve clients with concentrated equity compensation, multiple custodians and significant held-away assets. Producing a complete household picture for that kind of client is manual work in most firms, and it repeats every quarter — which is why the operational sessions at NorCal draw the audiences they do.

Milemarker is the data infrastructure layer for wealth management, unifying custodial, held-away and equity compensation data across 130+ systems.

FPA NorCal 2026

The 54th Annual FPA NorCal Conference ran May 26-27, 2026 in San Francisco.

Talk to us about your firm's data layer