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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.

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.

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!

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!

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

Upcoming FPA East Bay Events

2024 Election Preview and Potential Implications

Orinda Country Club Orinda Country Club, Orinda, CA, United States

Presented by Michael Townsend Managing Director, Legislative and Regulatory Affairs Charles Schwab & Co. This special event will be live and at the Orinda Country Club Join Schwab’s Washington insider, Michael […]

FPA Northern California 2024 Summer Symposium

Franklin Templeton 3344 Quality Drive, Rancho Cordova, United States

Early Bird Pricing: $60 members, $125 non-members, $20 students Late Registration After July 11th: $75 members, $125 non-members, $20 students SESSION 1: Boost the Value of Your Practice Presented by: […]

FPA Far West Roundup

UC Santa Cruz

The Far West Roundup is an informal retreat for financial planning practitioners and those intending to enter the financial planning profession. It is usually held on the campus of UC Santa […]

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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.

52

YEARS OF

Education and Community

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

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

What Our Members Say

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.​