Welcome to the Financial Planning Association of the East Bay

As a member of the Financial Planning Association of the East Bay for well over a decade and currently serving as the President-Elect for 2024, my journey with the FPA has been immensely rewarding. From my early days focusing on pro bono efforts including basic financial planning worshops and seminars , to my recent role as Treasurer, each position has offered unique insights and opportunities. I particularly enjoy our monthly meetings where we delve into a diverse range of topics that, although not related to my direct responsibilities, enrich my understanding of the financial planner's and their clients' perspectives—especially in relation to senior clients' needs. Located in the Tri-Valley area and serving clients throughout California and five other Western states, I value the professional level of global economic insights the FPA provides, alongside the opportunity to network with planners. This association is notably professional and stands out compared to others I've experienced. For anyone considering joining, my advice is simple: attend regularly and get involved. The FPA is filled with good people and being actively engaged has amplified the benefits of my membership, allowing me to be a better resource for planners concerning reverse and conventional mortgage needs.