Search
Close this search box.

About FPA of the East Bay

The CERTIFIED FINANCIAL PLANNER™ professional’s partner in planning.

Since our founding in 2000 with the merger of the IAFP and ICFP, FPA has been the CERTIFIED FINANCIAL PLANNER™ professional’s partner in planning by helping them realize their vision of success with practice support, learning, advocacy, and networking.

Curious about what it’s like to be on our Board?

Come shadow a board meeting, which take place for about an hour after our monthly chapter meetings. To learn more about opportunities to join the board, or to attend a Board meeting as a guest, please contact our Current President.

The FPA East Bay Board​ of Directors is responsible for setting the vision and strategic direction for the Financial Planning Association.

Using FPA’s core beliefs as the key filters for making decisions in a fiduciary capacity on behalf of members and constituents, Board members must think strategically, engage in open dialogue, and work collaboratively.

Board members (excluding the president-elect, president, and past president) are elected to an initial three-year term, based on the calendar year.

Those who are elected to the Executive Committee serve an additional three years, one year each as president-elect, pre​sident, and past president, in that order. FPA’s CEO serves as Board secretary.

2024 Board Of Directors

Mike O'Connor, CWS
2024 President

As I reflect on my financial journey, I cannot understate the pivotal role that the Financial Planning Association (FPA) has played in shaping my understanding, approach, and success in managing my finances. Read More from Michael here.

Clay Selland, CPA
Treasurer, Secretary, President Elect for 2024

Finance and annual budgets, contribute to the Board

Karen White
Secretary/Treasurer

Longbridge-Financial

Corey Silva, CIMA®
Past President/Director of Programs

BlueRock

Eric M. Flett
Director of Programs

I am responsible for bringing educational and provacative speakers to help our members learn and grow professionally.

Tom Bennett, CFP® CLU® CRPC®
Director of Advocacy

Advocating for memebers and clients in Sacramento and Washington D.C.

Mary Ballin, CFP®, CDFA®
Director of Pro Bono

Perigon Wealth Management

Director of Pro Bono

Hyun Joo Park, ChFC®, CLU, LUTCF
Director of Career Development and Scholarships

Mass Mutual Pacific

Brian Carlson, CIMA®.CFP®
Director of Sponsorship/Partnership
Elizabeth Mintzer. CFP®
Director of NexGen

In my position as Director of NexGen, I coordinate opportunities for NexGen members to network with peers, share insights and best practices, and build relationships that can support their professional development. Overall, the FPA NexGen community provides a supportive and collaborative environment for young professionals and career changers in the financial planning industry to learn, grow, and make meaningful contributions to the profession.

Chad Perbeck, CIMA®, CFP®
Past President, Director at Large

Pro Bono education with Cancer Support Community San Francisco Bay Area

Damien Couture, CFP®, ChFC®
Director at Large

Wealth Enhancement Group®

Denise Tuemmler, CFP®
Director at Large

Protected Investors of America

Liz Cassal
Director at Large

Baron Capital Group

Jason Terhune, CIMA®, CFP®
Director at Large

As a member of the FPA East Bay Board of Directors, I’m responsible for attending and actively participating in Board meetings, helping guide the vision and mission of the FPA East Bay, and ensuring timely progress is made toward the fulfillment of FPA East Bay’s objectives.

Chapter Administrators

Krysta M. Patterson
Chapter Administrator

FPA of the East Bay
(925) 778-1165

Wade Rodrigues
Chapter Administrator

FPA of the East Bay
(925) 778-1165

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