The primary aim of the Financial Planning Association is to be the community that fosters the value of financial planning and advances the financial planning profession. Core values include:

• Competence – lifelong learning: continual assessment of our ability to appropriately and effectively address the needs of those whom we serve;
• Integrity – congruence between our words and deeds, and to deliver genuine value to those whom we serve;
• Relationships – open, inclusive and respectful relationships; and
• Stewardship – act with vision, ever mindful of the effects of our actions on the future.

The committee structure works to foster these values. The East Bay Chapter Committees are as follows:

MEMBERSHIP

Activities include developing new member campaigns; contacting new, current, and terminated members by phone; and acting as greeters at the monthly meetings. Following up with guests and prospective members and members interested in joining a committee.

Co-Chairs: Evor C. Vattuone, CFP^® (925) 786-2709 and Ken Perine (925) 292-5936

Committee:

PROGRAMS

What makes the chapter as successful as it is! Do you have a topic you would like to see on the program? Do you know a great speaker you would like to hear again? Help design the education programs for the Chapter.

Co-Chairs: Barry N. Mendelson, CFP^® (925) 348-5852 and Brian C. Gemmer (925) 933-3786

Committee:

COMMUNITY OUTREACH

Pro bono activities are key to one of the FPA’s core values of Stewardship. Activity has been started with Habitat for Humanity, the Salvation Army Toy Drive, STAND Against Domestic Violence, and Wardrobe for Opportunity and the kick off to Financial Planning Days. This committee determines how the Chapter can provide financial planning services to those who need it most.

Co-Chairs: Megan Rouse (925) 828-2969 and Thomas Bennett, CFP^® (707) 980-1506

Committee: Debbie Pursey, Jean Gannett, Suzanne Krasna, Nancy Gire,George Coughlin, Illana Weisman, Richard Gross, Scott Dawson, William Tom, Chuck Bowes, Allan Moskowitz, Beverly Murray, Megan Rouse, Joyce Muse, Diane Woodward, Barbara Gray, Sharon Wright, Judy Goldman,Ora Citron, Jeff Judson, Natalie Leininger, Frank Paré, Leslie Biggers, Wei Hwung, Harry Hendricks & Ken Perine.

GOVERNMENT RELATIONS

Staying abreast of current and pending legislation and determining how Chapter members should respond.

Co-Chairs: Frank Paré (800) 750-5764 xt.704 and Aldo Barbaglia (925) 736-8622

Committee: Jeannie Rhodes

CAREER DEVELOPMENT & SCHOLARSHIP

To promote the development of competent, ethical financial planning professionals and to advance the Chapter’s support of those new and transitioning to the financial planning profession. The team’s ultimate goal is to develop a culture within the East Bay community that embraces next-generation planners and provides the tools and support for them to attain professional success.

Co-Chairs: Barbara Gray (925) 246-6040 and Susan Danzig (925) 361-7347

Committee: William Tom and Beth McClelland.

PUBLIC RELATIONS

To promote the value of financial planning and the CFP® marks and to build and maintain media resources and provide consumer education.

Co-Chairs: Barry N. Mendelson, CFP^® (925) 348-5852 and Teresa Riccobuono (510) 381-8046

Committee: Steve Paddock, Suzanne Krasna and Charles Putney.

SPONSORSHIP & ADVERTISING

Co-Chairs: Alex Hayes (415) 730-3941 and Roshan Weeramantry (408) 314-7895

Committee: