Finance Groups San Francisco
Finance networking and learning meetups near you

Book Club - Taking Stock
Thu, Oct 15, 12:30 AMWe will read Taking Stock by Jordan Grumet, MD. He is a hospice doctor. What is his advice on Financial Independence, Building Wealth, and Living a Regret-Free Life **About the book** Written by a hospice doctor with a unique front-row seat to the regrets of his dying patients, this book will remind you to take stock of life now, before it is too late. The goal of financial independence is to have the economic fuel to live a full life and avoid regret. Taking Stock is your guide to taking control of your finances and investing in yourself. Inside you'll find: The three basic archetypes of building wealth, and how to choose which is right for you Time-hacking techniques to modify your perception of time passing and fill your moments with meaning Tips to invest in education, family, and your own physical and mental health And much more! Don't wait until the last moment to live life to the fullest. I will update chapters to read at each event in the **Comment** area down below. Make sure to check it out. **How to find us** I will be at 2nd floor. Take the escalator up. I will be at your right with a green sign "Cafe Finance" when you stand at the entrance. **Agenda** 5:30 \~ 6:00 pm Sharing and Networking ( You can buy or bring food to eat while we are discussing the book) 6:00 \~ 7:30 pm Book Discussion 7:30 \~ 8:00 pm Conclusion & Final thought

Bootstrappers Breakfast for San Francisco Startups
Fri, Oct 9, 4:00 PMCome Meet Entrepreneurs Who Eat Problems For Breakfast At a Bootstrappers Breakfast® we have serious conversations about growing a business based on internal cash flow and organic profit: this is for founders who are actively bootstrapping a startup. The other attendees will all be in startups. It will be a chance to compare notes on operational, development, and business issues with peers. NOTE: We start with round-the-table introductions, so be on-time so you don't miss that! For more information about the group - visit bootstrappersbreakfast.com (http://www.bootstrappersbreakfast.com/)

Financial Planning Day: Financial Workshops and More
Sat, Oct 24, 5:00 PMA full day of expert advice on managing your finances and planning for the future. Get free, objective, no-strings-attached one-on-one counseling from CERTIFIED FINANCIAL PLANNER**®** professionals and attend financial workshops throughout the day. All financial workshops will take place in the Koret Auditorium. Select workshops will also be livestreamed on Zoom. **This is a hybrid event. Registration is required for Zoom attendance. In-person attendance does not require registration; seats available first come, first served.** Topics this year include investing, income tax updates, property tax and intergenerational transfers, resources to strengthen your financial skills and an empowering approach to budgeting. Register for individual workshops using the calendar links below. Secure your spot with a CERTIFIED FINANCIAL PLANNER® using the blue "Register" button or [by clicking here!](https://www.eventbrite.com/e/annual-bay-area-financial-planning-day-tickets-1987709133526) Registration for one-on-one counseling closes at midnight on Thursday, October 22. Walk-ins are welcome, but we cannot guarantee that you will receive a slot. **One-on-one counseling is available in person at the Latino/Hispanic Meeting Room, Main Library.** Workshop Schedule: \| **Diving Into Investments** 10:15–11:45 a.m. [Register to join via Zoom](https://sfpl-org.zoom.us/webinar/register/WN_O07HUlOKS7OqPhXekU_BIQ) Learn about asset allocation, the behavioral habits that make or break returns, stocks vs. bonds, and where alternatives like REITs, commodities, and crypto fit — if at all — in a well-built plan. Whether you're building your first portfolio or fine-tuning a lifetime of investments, hear three Certified Financial Planners have a candid conversation on what actually works. | Panelists: **Jenny Coffey Smith, MSAPF, CFP®, Cynthia Flannigan, CFP®, Deirdre Hegarty, CFP® and Tim Connolly, CFP ® (Moderator)** | | ------------------------------------------------------------------------------------------------------------------------------ | | **Property Tax Basics and Intergenerational Transfers** | 11:55 a.m.–12:35 p.m. In person only Explore property tax topics, changes in State law, and how the Office of the Assessor-Recorder serves you, whether you're a homeowner or not. Presenter: **San Francisco Assessor-Recorder Joaquín Torres** \| \| **Tax Update** 12:45–2:15 p.m. [Register to join via Zoom](https://sfpl-org.zoom.us/webinar/register/WN_bVtbx5RQS4Wr6U6fUrG4gw) Tax laws keep changing and being refined. Learn about the latest trends and topics in taxes. Presenter: **Larry Pon, CPA/PFS, CFP®, EA, USTCP, AEP** \| \| **Economic Justice Programming from the SF Treasurer’s Office** 2:25–3:05 p.m. In person only The Economic Justice Center is an initiative of the SF Treasurer’s Office dedicated to advancing economic justice and financial inclusion for all San Franciscans. Learn about the Office’s free programming, including Kindergarten to College, SF Financial Counseling, StopScamsSF, and the Fine and Fee Discounts. Presenter: **Mandy Ngu, Community Engagement Specialist** \| \| **The Misunderstood B-word: Budgeting** 3:15–4:45 p.m. [Register to join via Zoom](https://sfpl-org.zoom.us/webinar/register/WN_5xThGXpLQpaI6x9GaENRAA) Budgeting has a reputation problem. People hear that b-word and think "no more fun!" But we’re going to flip that script and make “cents” of it all. Learn the foundations for building a budget, tips on organizing your money, and see how this often misunderstood b-word can actually empower you to fund what truly matters (including those fun things!). Presenter: **Serene Lau** \|

San Francisco Tech Connect: Startups, Investors, Professionals Networking
Wed, Oct 21, 2:00 AM**✨ To join this event, please make sure to book your ticket here 👉[https://www.eventbrite.com/e/sf-tech-startups-investors-experts-networking-pitch-event-tickets-2000577575382](https://www.eventbrite.com/e/sf-tech-startups-investors-experts-networking-pitch-event-tickets-2000577575382)** **Spaces are limited, and only registered guests with a ticket will be able to attend. Don’t miss out!** Join us in the heart of San Francisco for an evening of **tech innovation, networking, and new opportunities**. This event brings together **startup founders, entrepreneurs, investors, and professionals** from across the tech ecosystem to connect, collaborate, and exchange ideas. Whether you’re looking to **meet potential co-founders, pitch your startup, explore partnerships, or simply expand your professional circle**, San Francisco Tech Connect is the place to be. **Event highlights:** * **Co-Founder Matching** – Meet others with the skills, mindset, and ambition to help shape your venture * **Strategic Partnerships** – Connect with marketers, product leads, tech experts, ops minds, and more * **1-Minute Elevator Pitch** – Every attendee gets a moment to share who they are and what they're looking for * **Peer Networking** – Engage with fellow founders and builders navigating similar challenges * **Idea Sharing & Collaboration** – Discover opportunities to team up, support each other, or simply swap insights **Who should attend?** IT and Technology Professionals Networking Event welcomes all IT and Technology professionals who are passionate about advancing their careers, expanding their networks, and staying at the forefront of the ever-evolving digital landscape. This event is ideal for: * **Startup Founders**: Looking to pitch ideas, find partners, or secure funding. * **Investors & VCs**: Seeking new, disruptive technologies and promising startups to invest in. * **Innovators & Tech Enthusiasts**: Exploring emerging trends and sharing breakthrough ideas. * **Software Developers & Engineers**: Building innovative solutions or seeking collaboration in new projects. * **Cybersecurity Specialists**: Interested in protecting tech innovations and networking with startups. * **Data Scientists & Analysts**: Exploring data-driven technologies and connecting with tech leaders. * **IT Managers & Team Leads**: Looking to scale their teams, streamline operations, or discover new tools. * **Cloud Computing Experts**: Engaging with startups utilizing cloud infrastructure for growth. * **AI & Machine Learning Professionals**: Exploring the latest AI trends and networking with innovators. * **Industry Professionals**: From tech, finance, or legal sectors offering expertise in scaling businesses. * **Business Developers**: Focused on partnerships, collaborations, or market expansion. * **Mentors & Advisors**: Offering guidance on business strategy, scaling, or product development. **Why attend:** **1-Minute Elevator Pitches:** Every attendee will have the chance to do a **short, 1-minute pitch** to the room — introduce yourself, share what you’re building or working on, and let others know what kind of co-founder, partner, or expertise you’re looking for. **Networking**: Experience an evening of dynamic networking in a relaxed and welcoming atmosphere. Meet IT professionals from diverse backgrounds, including software development, cybersecurity, data science, cloud computing, artificial intelligence, and more. **Career Advancement Opportunities**: Explore potential career opportunities by interacting with representatives from leading tech companies and startups. Discover the latest job openings and internships in the IT and Technology sectors. The event will be held in a sophisticated and vibrant venue, adorned with modern decor and equipped with state-of-the-art facilities to ensure your comfort and convenience throughout the day. Register now for Tech Startups, Investors, Innovators & Professionals Networking Event: Empowering Connections in the Digital Age, and take the first step towards fostering meaningful connections that will propel your career to new heights.

Global innovation showcase
Tue, Oct 6, 6:00 PMGM CryptoMondays SF! Register here: https://luma.com/tfot-globalinnovationshowcase2026?tk=IPjBxv&utm_source=cryptomondays We’re partnering with the Global Innovation Showcase on Tuesday, October 6, along with Stand with crypto, 1inch, and TerraAI to throw a day of talks on Deep Tech, Dual Tech, FinTech, Web3, Global Expansion and Scaling. Join founders, investors, and builders for a day of conversations, live demos, and networking across Web3, AI, and emerging tech. The planned lineup has something for anyone in web3, AI, or other frontier technology: \- AI and deep tech: Speakers from AWS and Loop8 discussing how emerging technologies reach real\-world adoption\. \- Investing and global growth: Perspectives from Cisco\, Booz Allen Ventures\, Vine Ventures\, and SV Venture Group\. \- Web3: A panel on infrastructure\, capital\, policy\, and adoption with Matt Snow from 1inch\, Carrie “Ms\. NFTy” Lyn from Stand With Crypto\, Kenneth Hurley\, and moderator Brett Bunnell\. \- Hands\-on experiences: Live startup demos across AI\, robotics\, and emerging tech\, plus opportunities to sign up for Tesla test drives and an overnight experience\. There will also be conversations around housing innovation and defense tech, followed by networking with complimentary alcoholic and non-alcoholic drinks and bites. **When:** Tuesday, October 6, 2026, 11 AM to 7 PM PDT **Where:** War Memorial Veterans Building, 401 Van Ness Ave, San Francisco [Find out more information and register here](https://luma.com/tfot-globalinnovationshowcase2026?tk=IPjBxv&utm_source=cryptomondays) Should be a great day of learning, networking, and fun Web3 is back!

Professional Business Networking Mixer at InterContinental SF | Oct 7, 2026
Thu, Oct 8, 1:00 AMJoin us for our Professional Business Networking Mixer on Wednesday, October 7th, 2026 from 6PM to 8PM PDT at InterContinental SF **The Professional Connector** next **Professional Business Networking Mixer** is on **Wednesday, October 7th, 2026 from 6PM to 8PM PDT** at **InterContinental San Francisco by IHG** located at **888 Howard St, San Francisco, California.** Whether you’re looking to expand your network, explore new opportunities, or simply unwind after work, this mixer offers the perfect setting for meaningful conversations and connections. We look forward to an evening of networking, great drinks, and engaging conversations. RSVP Now for FREE Early Bird Tickets while avialable. General Ticket is $15. Early registration is encouraged. **RSVP NOW: [https://professionals-business-mixer-ihg.eventbrite.com](https://professionals-business-mixer-ihg.eventbrite.com/)** ***RSVP on Meetup does not guarantee admission!*** **Note #1**: If you are feeling sick, have a cough, cold, fever, or any other symptoms, please stay home and join us at a future event when you are feeling better. **Note #2:** We are grateful to our host venue for welcoming our group. Please support them by purchasing at least one drink and, if possible, some food, and by tipping generously. Our **Professional Business Networking Mixer** events are where young professionals, startup professionals, executives, tech leaders, and more meet, relax, and have a good time making connections after work. Interested in meeting amazing professionals? Come to the beautiful InterContinental San Francisco and be ready to build relationships, expand your network, and have a great time! This is a great opportunity to find new connections and meet new people in general. Regardless of your industry level, or your industry you are welcomed to join us. RSVP Now for FREE Early Bird Tickets while avialable. General Ticket is $15. Early registration is encouraged. **RSVP NOW: [https://professionals-business-mixer-ihg.eventbrite.com](https://professionals-business-mixer-ihg.eventbrite.com/)** ***RSVP on Meetup does not guarantee admission!*** Our attendees work at companies such as Bank of America, Wells Fargo, Google, ZeroCater, Coffee Meets Bagel, Redfin, Google, Comcast Ventures, Oracle, Salesforce, GoPro, Sequoia Real Estate, DoorDash, Hyatt Regency, BlueCart, Kaiser Permanente, IBM, Genentech, Deloitte, Nestle, Accenture, HP, Intel, Amazon, Lyft, Facebook, HSBC, Capegimini, Yelp, J.P. Morgan and more. [The Professional Connector](https://professionalconnector.com/) has hosted successful events with well-known sponsors and partners. Based on the type of event we reach out to different partners we have worked with in the past and are always looking for new sponsors. Our previous Partners and Sponsors have included such companies as WP Engine, Instapage, vCita, General Assembly, Constant Contact, Yelp, WeWork, Diablo Magazine, SF Business Times, Lyft, Uber and more. To learn more about our Sponsorship Opportunities, call us today at 510-761-5895 or visit our website [www.ProfessionalConnector.com/Sponsors/](https://www.professionalconnector.com/sponsors/) **The Professional Connector** proudly hosts this networking happy hour at the **InterContinental San Francisco**, one of the city’s premier luxury hotels located in the heart of the South of Market (SoMa) district. Known for its contemporary design, upscale atmosphere, and exceptional hospitality, the InterContinental provides the perfect setting for professionals to connect, socialize, and build meaningful relationships. Join an evening of networking with entrepreneurs, business leaders, tech professionals, and new connections in a sophisticated and welcoming environment. With its modern interiors, stylish gathering spaces, and vibrant downtown energy, the InterContinental San Francisco offers an ideal backdrop for after-work networking and memorable conversations. Conveniently located near the Moscone Center, Financial District, Union Square, and many of San Francisco’s leading business and technology companies, the InterContinental San Francisco is a preferred destination for corporate events, professional gatherings, and social networking experiences. **Located at 888 Howard St, San Francisco, California.** We can’t wait to see you! RSVP Now for FREE Early Bird Tickets while avialable. General Ticket is $15. Early registration is encouraged. **RSVP NOW: [https://professionals-business-mixer-ihg.eventbrite.com](https://professionals-business-mixer-ihg.eventbrite.com/)** ***RSVP on Meetup does not guarantee admission!*** **MEET THE PROFESSIONAL CONNECTOR/EVENT HOST - David Mitroff, PhD** David is a sought-after Business Growth Strategist who shares his secrets for creating successful brands that stand out and thrive. David inspires business professionals through his keynote talks on a wide range of topics such as how to build a brand with data-driven marketing, digital leadership: growing your online presence, and the psychology behind building professional connections. **David Mitroff, Ph.D.** ([www.DavidMitroff.com](https://www.davidmitroff.com/)) is the Founder and Chief Consultant at Piedmont Avenue Consulting ([www.PiedmontAve.com](https://www.piedmontave.com/)). David questions assumptions, offers creative ideas, and encourages new initiatives from strategy through implementation. David’s wealth of knowledge is transferred to clients leading to heightened sales, increased customer experiences, and enhanced relationship building techniques. David has an extensive educational background, in addition to professional sales training, which includes a Ph.D. in Clinical Psychology with coursework in Business Administration, Legal Studies, and Marketing, providing a foundation for excellent critical and analytical thinking, business strategy, relationship building, and networking. Piedmont Avenue Consulting provides professional business consulting services designed to help businesses navigate growth, strategy, and operational challenges. Whether you are looking for [business consulting in Newport Beach](https://piedmontave.com/newport-beach-business-consulting/), [business consulting in San Diego](https://piedmontave.com/san-diego-business-consulting/), or broader [business consulting services](https://piedmontave.com/consulting/), Piedmont Avenue Consulting offers tailored guidance to support your business goals. Businesses in Northern California can also explore [Bay Area business consulting](https://piedmontave.com/bay-area-business-consulting/) and specialized [Oakland business consulting](https://piedmontave.com/oakland-business-consulting/) services. Contact us at [www.PiedmontAve.com](http://www.piedmontave.com/), and let’s create a customized plan to elevate your business success. Throughout his career, Dr. Mitroff has served as an instructor for several reputable colleges such as the University of California at Berkeley, in addition to being a featured media expert for NBC, ABC, Forbes, Entrepreneur, Inc. Magazine, Washington Post, Hospitality Technology, Hospitality Net and more. David has also written books on[ Online Business Growth Strategies](https://davidmitroff.com/marketing-book/), [Law Firm Business Growth Strategies](https://davidmitroff.com/books/), [The Event Effect](https://davidmitroff.com/books/), and more! If you're looking for a business consultant, keynote speaker, executive coach, or marketing expert, schedule a FREE call with David Mitroff Ph.D. to get started! RSVP Now for FREE Early Bird Tickets while avialable. General Ticket is $15. Early registration is encouraged. **RSVP NOW: [https://professionals-business-mixer-ihg.eventbrite.com](https://professionals-business-mixer-ihg.eventbrite.com/)** ***RSVP on Meetup does not guarantee admission!*** [The Professional Connector](http://www.professionalconnector.com/). A vision of [Piedmont Avenue Consulting, Inc.](http://www.piedmontave.com/) We organize and promote hundreds of Bay Area business networking and social mixers to specifically target Business Strategies and Small Medium Business Enterprises and provide industry professionals with a chance to make new business and personal connections, build their network, find new clients, and expand their business. We bring the SF Bay Area working community together and strive to promote positive business relationships. ### **Frequently Asked QuestionsWhy Attend?** Looking to expand your professional network in the Bay Area entrepreneurial and business community? Our Cocktails and Tech Happy Hour is the perfect place to meet founders, entrepreneurs, investors, creatives, marketers, and professionals from a wide range of industries. Exchange ideas, build meaningful connections, discover new opportunities, and stay connected with what’s happening in the local business scene — all in a relaxed and welcoming atmosphere. ### **Who Usually Attends?** Our events attract a diverse mix of professionals, including entrepreneurs, investors, consultants, marketers, recruiters, business owners, and creatives. Attendance can range from intimate gatherings to larger mixers with hundreds of attendees. No matter the size, the environment is always friendly, social, and easy to network in. Event hosts will also be available throughout the evening to help introduce guests and keep conversations flowing. ### **What Should I Bring?** Bring business cards and be ready to share your LinkedIn profile or contact information. Networking events move quickly, so having an easy way to connect after the event helps turn conversations into lasting professional relationships. ### **Is There a Dress Code?** Business casual is recommended. Whether you’re coming from work or meeting friends afterward, we encourage attendees to dress polished and professional. Photos and videos may be taken during the event, so it’s a great opportunity to make a strong impression. ### **What’s on the Menu?** Enjoy expertly crafted cocktails and beverages available throughout the evening at **InterContinental San Francisco by IHG**. Sip, unwind, and connect in a stylish atmosphere while enjoying drinks designed to elevate your networking experience. ### **Want to Expand Your Network?** Whether you’re looking for new partnerships, career opportunities, business ideas, clients, or simply a fun and productive way to spend your evening, this mixer is designed to help you connect with ambitious and like-minded professionals. Invite your colleagues, friends, or team members and join us for an evening of networking, conversations, and community at InterContinental San Francisco. RSVP Now for FREE Early Bird Tickets while avialable. General Ticket is $15. Early registration is encouraged. **RSVP NOW: [https://professionals-business-mixer-ihg.eventbrite.com](https://professionals-business-mixer-ihg.eventbrite.com/)** ***RSVP on Meetup does not guarantee admission!***
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