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Welcome to the Financial Planning Association of the East Bay

Financial Planning Association® of the East Bay is the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process.

FPA East Bay is your partner in planning by helping you realize your vision of professional fulfillment through practice support, learning, advocacy, and networking.
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Grow Your Financial Services Firm

Create Connections

Our events offer unparalleled opportunities to connect with fellow financial planners, share your passion, and collaborate on future successes. Don’t miss out—join us to expand your professional network and find inspiration among peers.

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Give Back

By offering professional development, practice management support, and volunteer opportunities, we empower Certified Financial Planners (CFPs) and financial professionals across the San Francisco Bay Area. Get involved today to grow your practice, give back to the community, and connect with industry experts. Let’s make a difference together!

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Learn from Experts

Our member programs offer direct access to industry experts, providing you with the knowledge and tools to innovate and excel. Embrace this opportunity to learn from the best, enhance your skills, and stay ahead in the ever-evolving financial landscape. Join us now and transform your practice with expert insights!

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Advance your career with an FPA Membership. Become a member today

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Upcoming FPA East Bay Events

Events Search and Views Navigation

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Today

Finding Opportunity in the Energy & Power Systems Transformation

Round Hill Country Club 3169 Roundhill Rd, Alamo, CA, United States

Presented by Eli Horton ETF Senior Portfolio Manage Increasing pressure from public demand and government policy has ignited a global transition that requires unprecedented investment in the energy and power […]

FPA East Bay Membership Happy Hour at Headlands Brewery

Headlands Brewing 3420 Mount Diablo Blvd, Suite A, Lafayette, CA, CA, United States

FPA East Bay Membership Happy Hour hosted by NexGen at Headlands Brewery. Not a NexGen? No Problem! No matter what stage you are at in your career, come network and […]

FPA East Bay Membership Happy Hour at Chicken Pie Shop

chicken pie shop 1251 Arroyo Way, Walnut Creek, United States

Not a NexGen? No Problem! No matter what stage you are at in your career, come network and connect with fellow financial planners who share your passion and vision. Whether […]

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Who We Are

As a CERTIFIED FINANCIAL PLANNER™ professional, FPA East Bay is your partner in planning by helping you realize your vision of success with practice support, learning, advocacy, and networking.

  • We lead with power and purpose.
  • We are passionate about our calling.
  • We strive for personal and professional excellence.
  • We connect for collaborative impact.
  • We care for and support each other.

52

YEARS OF

Education and Community

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We Bring Together Those Who Deliver, Support and Benefit from Financial Planning.

Gold Member Partners

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Pimco
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Federated-Hermes
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Advance your career with an FPA Membership. Become a member today

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Silver Member Partners

American-Century-Investments
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JPMorgan_AM_B_Black
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Voya

What Our Members Say

Mary Ballin, CFP(R), CDFA(R) Perigon Wealth Management

I have been a member of the FPA for over 10 years. FPA has been an integral part of the ongoing education that is needed to stay up to date in this industry. It also provides opportunities to meet others in the industry and network with these other professionals to discuss techniques and best practices with each other. The FPA meetings and conferences have top notch speakers on various financial topics that are important for every wholistic advisor to know. I would recommend FPA to any professional in the financial planning and investment management industry. My career wouldn't be where it is today without FPA being an important part of my professional journey.
Eric Flett Concentric Wealth Management

"FPA membership has been the best investment I've made in my career--bar none. The time and resources that I've put into FPA East Bay have been repaid exponentially in my learning, professional development, business growth and rewarding relationships."
Chad V. Perbeck Past President, Director at Large

Being an active member, as well as board member, has helped me grow personally and professionally. I’ve met several mentors, been able to mentor others, and have gotten involved in pro bono services within our East Bay community. The educational programs are top notch and keep continuing education at the forefront of my mind. My suggestion for any members on the fringe would be to raise your hand to get more involved with the chapter. Giving back to the community and profession will pay dividends for sure.

Thomas F Bennett Director of Advocacy

Excellent speakers, community, and solid network of peers and friends.
Elizabeth Mintzer Director of NexGen

Joining the Financial Planning Association has been incredible for my career. Not only have I gained access to top-notch educational resources and networking opportunities, but I've also stayed ahead of industry trends and regulations. Being part of FPA isn't just about professional development; it's about being part of a community that advocates for our profession and supports each other's growth.

Jason Terhune Director at Large

I live in Danville and work in Walnut Creek. I enjoy the FPA's commitment to providing its members with valuable and timely information, perspectives, and actionable ideas. I benefit from the networking opportunities and enjoy interacting with my local peers in the industry. If you are a Financial Advisor, investment wholesaler, or work adjacent to the financial planning and wealth management business, I highly encourage you to consider joining the FPA East Bay chapter.
Clay E. Selland Treasurer, Secretary, President Elect for 2024

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.

Who is the FPA?

The Financial Planning Association® (FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, educators, financial services providers and students who seek advancement in a growing, dynamic profession. FPA members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve and take part in FPA’s One Connection™ for professional education, business success, advocacy and community at the national and chapter levels. FPA is truly an indispensable force in the advancement of today’s CFP® professionals. The National FPA is headquartered in Denver, Colo. and is governed by a volunteer Board of Directors who are charged with setting the strategic vision for the organization. FPA’s staff is dedicated to implementing that vision and ​creating an unparalleled membership experience.​

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