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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…



September 3, 2014 (1 hour of CE Credit for this course)
MLPS: A Prospect for Growth & Income
Presented By Charles Anderson, Oppenheimer Funds
Sponsored by David Shaffer - - David Shaffer Insurance Services


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


September 16, 2014
FPA East Bay Young Proffesionals/NexGen Event
      Masses Sports Bar & Grill 6pm-8pm
      2721 N. Main St.
      Walnut Creek, CA 94597


October 4, 2014
Financial Planning Days
     Oakland City Hall
     1 Frank H. Ogawa Plaza
     Oakland, CA 94612

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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