Our Chapter is an experienced and diverse group with almost 400 members. We meet on the first Wednesday of the month for breakfast from 7:15 a.m. to 9:00 a.m. at Round Hill Country Club, 3169 Roundhill Road in Alamo. Click here for a map and directions in PDF.
The Chapter meetings are of a technical nature for financial services professionals and are not open to the public.
Those who are not yet members of the Financial Planning Association are invited to attend. The advance meeting fee is $30 for FPA members and $40 for non-members and walk-ups are $40 and $50 respectively; please see the meeting notice for complete reservation details.
The East Bay Chapter's Committee structure works to foster a core set of values including Competence, Integrity, Relationships, and Stewardship.
History of Our Chapter- Prepared by Eric Flett, November 2011
The International Association for Financial Planning’s (IAFP) East Bay Chapter was founded in 1970 and Ken Nitzberg served as the first president. George Coughlin joined Equitec Financial Group’s Oakland office where Nitzberg was one of the firm’s principal. Coughlin began attending the monthly East Bay Chapter meetings which were held in the conference room at the MacArthur/Broadway Shopping Center in Oakland. According to Coughlin about thirty planners attended their afternoon gatherings—which were free of charge at the time.
In the early 90’s, the chapter was holding breakfast meetings at the Concord Hilton hotel and typically attracted thirty to forty members. In the mid 90’s the group started meeting at the Scott’s Seafood restaurant in Walnut Creek. The East Bay Chapter hired a dedicated Executive Director, Brenda Herrington, to assist the chapter operations. This was a turning point as the merger between Brenda’s organizational skills and her use of technology allowed the members to hear about meetings regularly.
Attendance continued to increase and the meetings were moved to the Walnut Creek Marriott hotel from 1997 to 2000. Around 2000, the organization moved its meetings to Round Hill Country Club in Alamo. Round Hill had just completed a renovation and had the capacity to accommodate eighty to one hundred members for our breakfast meetings. Round Hill has been a terrific partner with the East Bay Chapter as they provide a lovely room, delicious food, and friendly service to our members.
In 1996, the FPA East Bay earned its first Gold Chapter Awards.
In 2008, the East Bay Chapter held its first, free “Financial Planning Clinic” in Downtown Oakland. Led by Frank Parè, the clinic received widespread praise and interest. Although only a small number of community members sought out advice, the FPA and its leaders felt their idea had come. In 2009, over 150 community members attended and the numbers have increased each year.
East Bay Chapter of the IAFP – Founded 1970
1970-1972: Kenneth E. Nitzberg, CFP®
1972-1974: Richard A. Stone, CFP®, CLU
1974-1975: William “Jerry” Ball, CFP®
1975-1976: John M. Cahill, CFP®, CLU
1976-1977: Allen W. Chafin, CFP®
1977-1978: George H. Coughlin, II, CFP®
1978-1979: R. Ken Coit, CFP®
1979-1980: Fred H. DeVinney, CFP®
1980-1981: Tom Green, CFP®
1981-1982: Darwin J. Harwood, EA, CFP®
1982-1983: Jerry S. Mosher, CFP®
1983-1984: Cass Candell, CFP®
1984-1985: James P. King, CFP®
1985-1986: Balleria C. McGowan, CFP®
1986-1987: Phil Wojtalewicz, JD, CFP®
1987-1988: Darryl A. Bayuk, CFP®, CLU, ChFC
1988-1989: Gregor Greig, CFP®
1989-1990: Mark D. Forsyth, CFP®
1990-1992: Kenneth Gunter, CFP®
1992-1993: Gregg Manning, MBA, CFP®
1993-1994: Marilyn D. Plum, CFP®
1994-1995: Kelly F. Crane, CFP®, CFA, CLU
1995-1996: Lawrence N. Kummer, CFA, CFP®
1996-1997: Judith L. Goldman, CFP®
1997-1998: Eric M. Flett, CIMC
1998-1999: Kevin M. Gahagan, CFP®, CIMC
1999-2000: Stephen M. Ondeck, CFP®, MBA, MS
FPA of the East Bay – Founded 2000
2000: Stephen M. Ondeck, CFP®, MBA, MS
2001: Larry P. Ginsburg, CFP®
2002: Greg T. Warner
2003: Michael D. Ricinak, CFP®
2004: Steven P. Grager, CFP®
2005: Christopher Lanzafame
2006: Jane Levine
2007: Gary Gardner, CFP®
2008: Adele Ostomel, CFP®
2009: Nancy Hairsine, CFP®
2010: Gordon Dunne
2011: David Borrelli, MBA
2012: Chuck Bowes, CFP®
Core Values: At FPA, our core values represent who we are. They describe our intended state of being. They are so integral to our being that we would not abandon them even if we were penalized for holding them. We want to attract as members those who share our values.
Competence: Our dedication to competence requires not only lifelong learning, but also that we continually assess our ability to appropriately and effectively address the needs of those we serve.
Integrity: We strive to have ever more congruence between our words and deeds, and to deliver genuine value to those whom we serve.
Relationships: We are committed to open, inclusive and respectful relationships, including collaboration among diverse parties on common interests.
Stewardship: We recognize our responsibility to act with vision, ever mindful of the effects of our actions today and tomorrow on the future.
Objectives: Our Business Objectives describe actions we will take to achieve our Primary Aim. We seek to accomplish this through strong and active leadership in partnership with FPA's community of chapters.
Unify the voice, focus and resources of the financial planning community, bringing together those who champion the financial planning process.
Facilitate the success of our members and grow the organization.
Cultivate the body of knowledge of personal financial planning.
Advance awareness of the characteristics of professional financial planners and support the standards of the CFP® certification in order to serve the public.
Define and effectively communicate a common understanding of the discipline of personal financial planning and the benefits of its use.