Maximize Your Impact At FPA NorCal Conference 2026
FPA NorCal Conference 2026, scheduled for May 26, 2026, in San Francisco, California, brings together senior financial planners, wealth advisors, and investment strategists from leading firms across the United States. Known for its high-level content and curated attendance, this conference provides a rare opportunity to engage with decision-makers who directly influence portfolio strategies, technology adoption, and client service models in financial services.
Many attendees are firm owners, managing partners, and senior advisors who control budget decisions and vendor relationships. Others drive research, practice management, or fintech evaluation. The conversations that happen at FPA NorCal affect everything from client acquisition strategy to practice operations. With access to Vendelux’s enriched attendee list, companies can identify high-value contacts early, prioritize outreach to senior decision-makers, and enter the event with a clear engagement plan that’s rooted in data—not guesswork.
How Sales, Marketing and Revops Teams Can Use This Attendee List
The enriched conference attendee list for FPA NorCal Conference 2026 is especially useful for teams selling financial software, advisory platforms, continuing education, or client experience solutions. Segmenting attendees by firm size, advisor seniority, or role allows your team to filter prospects based on influence over technology or compliance decisions.
Use the attendee data to personalize introductions tied to firm growth goals, regulatory shifts, or planning trends. You can book meetings in advance with CEOs, CIOs, or lead partners who are open to new vendor relationships. Since many independent advisors and boutique firms attend, authentic outreach before the event results in higher meeting conversion rates.
After the conference, use the data to follow up with context—tie your messaging back to session topics, keynote discussions, or in-person moments you shared. Whether your goal is to build referral partnerships, pilot your platform, or close a vendor agreement, this enriched attendee list gives you clarity on who to contact, what matters to them, and how to get more meetings that generate outcomes.
Timing Is Everything
FPA NorCal Conference 2026 is scheduled for May 26, 2026. Since the event draws established financial professionals, contact windows open early—often months ahead of the event date.
Using Vendelux, your team can begin identifying strategic leads now and align campaigns with those individuals’ business cycles and planning windows. This early access helps secure meetings before calendars fill and ensures your brand is visible during the evaluation phase leading up to the event. By connecting early, you can enter the conference with meetings confirmed and leave with a more productive pipeline.
What’s Included In The FPA NorCal Conference 2026 Attendee List?
Vendelux provides visibility into executives expected to attend FPA NorCal through a combination of organizer-sourced information and proprietary predictive data. Clients can upload their target account list to identify overlaps within the conference audience and refine campaign efforts accordingly.
The enriched attendee list includes first and last name, job title, company name, company website, location including city, state, and country, LinkedIn profile, verified email addresses, and phone numbers where available.
Where Is FPA NorCal Conference 2026?
The event will take place in San Francisco, California, United States. Venue details are currently to be announced.
When Is FPA NorCal Conference 2026?
FPA NorCal Conference 2026 is scheduled for May 26, 2026.
What Type Of Event Is FPA NorCal Conference 2026?
FPA NorCal is a conference for financial advisors, planners, and wealth management professionals, featuring high-level sessions on investment strategy, industry regulation, and practice development. The event includes keynote presentations, expert-led panels, breakout discussions, and extensive networking with peers and solution providers.
How Many People Attend FPA NorCal Conference 2026?
The conference is expected to host approximately 600 to 800 financial professionals, primarily from the United States. The attendee base includes senior-level advisors, managing partners, and decision-makers from independent firms, regional offices, and national RIA networks.
