Giving Back

FPA of the East Bay elevates the profession that changes
lives through the power of financial planning

Giving Back

Check out our volunteer opportunities

Create Connections

Check out our Upcoming Events

Learn from the Experts

Meet our sponsors

It is time to start thinking about The Salvation Army Food and Toy Drive. As you might imagine, things will be different again this year. The Salvation Army has been working hard behind the scenes to institute safety measures to be sure donors, clients, volunteers, and employees are safe and to insure that making a donation is as easy as possible. The process will again be moved online where each donor can select a child to adopt.  As of November 1st, the online Angel Tree program has all children and seniors with their gift lists uploaded for your consideration. As is always the case, there is a huge need, at least 600 families this year, and The Salvation Army does not turn anyone away. Our chapter continues to be one of their largest supporters during the holidays. We are fortunate that our industry has not been impacted by the pandemic like many others. With the disruption to supply chains, parents know there is no guarantee their child’s first choice will be available.  Shop early to increase your chance of success. Let’s make this another terrific year of giving!

Welcome to the Financial Planning Association of the East Bay

Calendar of Events

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May 2022

Date/Time Event
May 31, 2022 - June 1, 2022
All Day
2022 FPA NorCal Conference

Come celebrate our 50th Annual FPA NorCal Conference
at The Palace Hotel, San Francisco on May 31 and June 1, 2022.

It’s our 50th Anniversary! The theme for our Golden Anniversary 2022 is TOGETHER.
Now is the time to embrace new ways of being with each other. We cannot afford to go back to the pre-pandemic life that created the global challenges we face today.

What if we chose to focus on our similarities and what connects us to one another? How would that transform capital for the betterment of all humanity? We’re all in this together.

Register NOW to get the discounted rate before Registration opens for all on December 13th!

Join us to celebrate this milestone year at The Palace Hotel!

Space is Limited!


Aug 2022

Date/Time Event
August 9, 2022 - September 8, 2022
7:30 am - 9:00 am
August Meeting

Meeting details will be posted soon!

Sep 2022

Date/Time Event
September 7, 2022
7:30 am - 9:00 am
September Meeting

Meeting details will be posted soon!

Oct 2022

Date/Time Event
October 5, 2022
7:30 am - 9:00 am
October Meeting

Meeting details will be posted soon!

Nov 2022

Date/Time Event
November 2, 2022
11:30 am - 1:00 pm
November LUNCH Meeting

Meeting details will be posted soon!

Dec 2022

Date/Time Event
December 7, 2022
7:30 am - 9:00 am
December Meeting

Meeting details will be posted soon!

The Value of FPA Membership


A Special Thanks to our Sponsors

A Special Thanks to our Sponsors

Gold Sponsors

Silver Sponsors