2024 Scholarship winnersRobert Paylor and BOD
(925) 778-1165 eastbayfpa@gmail.com

Member Opportunities

Interested in learning more? Our Chapter Leaders want to hear from you

Holiday Donation Drive

We are participating in the Salvation Army Holiday Donation Drive.
You can help us by going to Concord’s Virtual Red Kettle and help to reach their goal.
Thank you for your help and have a Happy Holiday!

Legislative Advocacy

FPA of the East Bay members and chapter leaders travel to Sacramento every March to meet with state lawmakers and regulators on a variety of issues. The goal of advocacy efforts is to share our knowledge of what clients are facing and how legislation may impact clients or the financial planning profession. In June, chapter leaders meet with national lawmakers at FPA’s National Advocacy Day. Members are encouraged to attend, sharing expertise to advise on and learn about relevant, pending legislation. To learn more about participating, or about the latest news from Sacramento, contact our Director of Advocacy.

Pro Bono Financial Planning

FPA of the East Bay has a long history of dedication to pro-bono financial planning in our local community. Check out our events page, or sign up for pro bono mailing list to learn about current opportunities to give back. Our Director of Pro Bono, is always forming partnerships with local nonprofit organizations to bring meaningful opportunities for members to share their professional skills with those in the East Bay who need it most.

Past Pro Bono activities have included Financial Planning Day in Oakland, teaching financial literacy to foster children through the Contra Costa County Independent Living Skills Program (ILSP), and teaching daily financial skills through the Northern California Probation Department Re-Entry Program. Additionally, FPA of the East Bay connects members with one-on-one financial counseling opportunities as individuals in need contact us. 

Study Groups

One of the most important things you can do to stay positive and keep things moving in the right direction is to surround yourself with successful people, and there’s no better way to do that than to become part of an expert study group. Study groups are a benefit for our members, and they are forming on a continuous basis as interest demands.

If you would like to grow your current study group, please fill out this form. This will help FPA members to locate and express interest in your group.

  • Please provide the name of the Study Groups Key contact
  • Please provide the number which the contact may be reached.
  • Please submit your Study group's name. Answer "none" if there is not one.
  • Please describe the topics or concepts your study group discusses.
  • Please provide the location where the study group typically meets. If group meets virtually, leave this blank and add Virtual meeting information below in the "Additional Info" tab please.
  • Please give us the date and time the group meets.
  • Please provide us any additional information that you feel is important.

Chapter Leadership Committees

Chapter Leadership is comprised of members dedicated to the experience of our members and the future of our chapter. Committees, as part of this volunteer leadership team, host of variety of events throughout the year. To learn more about committee openings, contact our current Chapter President.