Volunteer Opportunities

Getting involved in the Financial Planning Association of the East Bay by joining one of the committees is a great way to enhance your leadership skills and make connections with other FPA East Bay Chapter members. If you are interested in learning more about any position, please contact the Director of the committee. We are currently seeking volunteers for the positions listed below:

Career Development & Scholarship Committee
If you are interested in learning more about this committee, please contact one of the Career Development & Scholarship Directors: Hyun Joo Park

Partnership Committee
If you are interested in learning more about this committee, please contact one of the Partnership
Co-Director: John Jordan & Kara Paik, JD

PR & Marketing Communications Committee
If you are interested in any of the following areas: website updates, content creation or social media updates or just want to be a contributing writer, please contact our Directors of Public Relations & Media: Teresa Riccobuono

Membership Committee
If you are interested in learning more about this committee, please contact our Directors of Membership: Tom Mcneil & Eric McCormack

Programs Committee
If you are interested in learning more about this committee, please contact our Directors of Programs: Megan Rouse, CFP®, Eric M. Flett

Government Relations/Advocacy
If you are interested in learning more about this committee, please contact our Directors of Advocacy: Frank Paré, CFP® & Alise Kraus, CFP®

Pro Bono Committee
If you are interested in learning more about this committee, please contact our Director of Pro Bono: Thomas Howard, CFP® & Clay Selland, CPA

 

The Financial Planning Association of the East Bay has a long history of dedication to a variety of
Pro-Bono activities.  The chapter covers a diverse community of members serving a wide array of clients from urban to suburban. This diversity is represented in the assortment of Programs the Pro-Bono Committee has continued to support throughout the years.

This Chapter originated “Financial Planning Day” and has continued to support this Program as it expanded throughout the entire country. In recent years, as an off shoot, new forms of Financial Planning Day have evolved into the Library Program which offers a similar but less formal format in local communities such as Martinez and Lafayette. In this model, the partnership between the chapter and the library has allowed the library to market the event through its own channels and provide a space to offer the services. It has proven to be a fruitful format that allows members to make a general presentation and then provide a 20-30-minute complementary meeting to answer questions specific to the participant. It is an excellent partnership for the chapter and the library in the highest sense of partnership. The community benefits while the chapter expends minimal resources to engage the community.

Another ongoing program is the I.L.S.P Program, Independent Living Skill Program, initiated and still managed by Dan Gannett. In this program, FPA members volunteer to teach foster children basic financial literacy for 2 hours per week for the month of October. This program is offered to foster children in Richmond, Martinez, and Pittsburg. The Program serves an average of 80-100 children annually. As a volunteer you will find it to be one of the most rewarding experiences. Most volunteers continue year after year. The advice and teaching we offer the students is clearly an immeasurable return on investment, filling a gap of basic life skills traditionally provided by parents.

In 2015 we supported the Northern California Probation Department Re-Entry Program. The chapter was approached and subsequently stepped-up to offer financial literacy to a very select group of felons who had served their time and competed to participate in this exclusive program. Once completed, they were able to have a portion of their probation period reduced. In addition to job training, one of the tasks required was the Financial Literacy Modules we provide. This partnership was between community organizations such as FPA, the Northern California Probation Department, and the Justices supervising the probation of the participants. Our chapter’s involvement was the impetus to expand to the San Francisco District. We supported this Program as it offered one of the most extreme commitments to the community we serve.

In 2015 we also initiated a Financial Literacy Program with the Alameda County Food Bank, offering financial literacy workshops to Food Bank volunteers. Many of these volunteers are faith based or were once recipients of the food bank. This program reinforces the fact that we are committed to serving the neediest.

The mandate of Pro-Bono is to provide and expand Financial Literacy and represent the FPA Chapter in the Community.  Our members never engage in these Programs with the purpose of business development. Our volunteers have always taken the high road and been altruistic in their intentions. Our chapter has solid representation in local communities and represents the profession in the best possible light.

If you are compelled to participate in any of these terrific Pro-Bono activities, please contact the
Pro-Bono Chairperson(s).