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For FPA Members

Financial PlannersMission Statement:

The Financial Planning Association of the East Bay Chapter exists to help our members serve their clients through the financial planning process. The Purpose of the Financial Planning Association of the East Bay Chapter is to promote to the public the financial planning profession and the CERTIFIED FINANCIAL PLANNER™ designation and CFP® service mark as the designation of choice. We are dedicated to support our members' success by providing continuing professional development. We aspire to be the preeminent financial planning organization encompassing associated professionals. Effective for us is meeting needs of members and increasing public awareness of the financial planning process, and is measured by active membership participation and public recognition.

Chapter Highlights

ABOUT FPA of the EAST BAY - Learn about how you can become involved…

NORTHERN CA EVENT CALENDAR - Check out upcoming events around Northern CA's Various FPA Chapters

CONTACT US - Find out how FPA of the East Bay helps reach your career goals…


August 6, 2014 (1 hour of CE Credit for this course)
"Advanced 'Late Stage' College Planning - Helping Middle and High-Income Parents Reduce Their Out-of-Pocket College Expenses"
Presented By Deborah Fox, Fox Financial Planning Network
Sponsored by Doug Stockslager - - Lord Abbett



August 26, 2014
FPA East Bay Boccee Tournament
    Diablo Country Club
    1700 Clubhouse Rd.
    Diablo, CA 94528


September 8, 2014
FPA East Bay 4th Annual Charity Golf Tournament
     Roundhill Country Club
     3169 Roundhill Road
     Alamo, CA 94507

Events and



Register Now for the FPA East Bay
4th Annual Golf Tournament!!! Click Here for more details!

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Your Practice
Your Clients



FPA’s Virtual Learning Center offers practice management sessions on topics ranging from generating referrals to effectively using social media. Browse these sessions and more (many of which are free to FPA members) through the Practice Management Center.

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Member Benefits: Use Them




Referring and referred members receive discounts on their annual membership dues.


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Knowledge and



Take advantage of FPA’s archived ethics courses – each comes complete with streaming audio, PowerPoint presentation and an online CE exam. 

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