FPA NorCal Conference

One week from today, the 54th Annual FPA NorCal Conference kicks off at the Palace Hotel in San Francisco and we could not be more excited to welcome you!

If you're still working out your travel plans, here's everything you need to know about getting there.

The Palace Hotel is located at 2 New Montgomery Street in the heart of downtown San Francisco (just 15 miles and about 30 minutes from San Francisco International Airport (SFO).) We recommend flying into SFO for the most direct route to the hotel.

Once you land, getting from the airport to the Palace couldn't be easier. Hop in an Uber or Lyft, or take BART straight into the city — MUNI streetcars stop directly in front of the hotel at Montgomery Station, making it one of the most accessible venues in San Francisco Oakland International Airport (OAK) is also a great option and is accessible via BART.

However you get here, we will be ready for you.
May 26–27, 2026 | Palace Hotel, San Francisco
To book your room, go to sfpalace.com or call 415-537-6347

Succession planning is often treated as an exit strategy. This year's FPA NorCal speaker, Terri Kallsen CFP®, is here to change that conversation.

Terri is the Managing Partner at Rise Growth Partners and one of the most accomplished executives in wealth management. She previously managed more than 7,000 employees and $1.6 trillion in AUM at Charles Schwab, served as COO at Wealth Enhancement Group, and currently chairs the Board of Directors for the CFP Board. She has been featured in Bloomberg, The Wall Street Journal, Barron's, and CNN and was named San Francisco Financial Woman of the Year in 2019.

At the FPA NorCal Conference on May 26–27th, Terri will be presenting "Succession as Strategy: Turning Transition into Competitive Advantage," a session built around helping RIA founders shift from exit thinking to enterprise thinking. Through real-world case studies, she will walk through valuation drivers, deal structures, and how to bring in outside capital without sacrificing your culture or your clients.

With just two weeks until the conference, we hope you're as excited as we are. See you at the Palace Hotel on May 26th and 27th.