Building Connections Across the East Bay Financial Community
On June 11, financial professionals from across the East Bay gathered at Chicken Pie Shop in Walnut Creek for an evening of networking, conversation, and community during the CalCPA and FPA Joint Happy Hour.
Hosted by CalCPA and FPA East Bay, the event brought together CPAs, CFP® professionals, advisors, and other financial services professionals in a relaxed setting designed to strengthen relationships and foster new connections.
An Evening of Networking and Collaboration
One of the greatest strengths of the financial services profession is the ability to learn from and collaborate with other professionals who serve clients in complementary ways.
The happy hour provided attendees with the opportunity to:
- Reconnect with colleagues and industry peers
- Meet new professionals from across the East Bay
- Strengthen referral relationships
- Exchange ideas and industry insights
- Expand their professional networks in a welcoming environment
The casual atmosphere at Chicken Pie Shop made it easy for conversations to flow naturally, allowing attendees to focus on relationship-building and meaningful discussions rather than formal presentations or agendas.
Photos Courtesy of Emily Tsai, Meridian Tax Advisors
The Value of Cross-Professional Relationships
As financial planning and tax planning become increasingly interconnected, collaboration between advisors and CPAs continues to play an important role in delivering comprehensive client guidance.
Events like this create opportunities for professionals to build the trusted relationships that often lead to stronger client outcomes, improved communication, and long-term professional partnerships.
Whether attendees were long-time members of CalCPA or FPA East Bay, or were attending their first event with either organization, the evening highlighted the value of bringing together professionals who share a commitment to serving clients at the highest level.
Thank You to Our Sponsor
A special thank you to Jake Schwartz and Human Interest for sponsoring this event and supporting the financial planning and accounting communities throughout the East Bay.
Jake Schwartz
Human Interest
[email protected]
Looking Ahead
The CalCPA and FPA Joint Happy Hour served as a reminder that some of the most valuable professional opportunities happen through simple conversations and authentic connections.
We appreciate everyone who attended and helped make the event a success.
FPA East Bay looks forward to continuing to bring financial professionals together through educational programs, networking events, and opportunities that strengthen our professional community.
If you haven’t attended an FPA East Bay event recently, we encourage you to join us at an upcoming event and experience the value of connecting with fellow professionals who are passionate about the future of financial planning.
