Click Here to go to the LinkedIn page for FPA East Bay

Click Here for FPA National's Facebook page

FPA East Bay Meeting Schedule                      
                       
Join the FPA East Bay for its monthly meeting held on the 1st Wednesday of each month, except June & July. It is a great opportunity to network with other practitioners as well as to obtain continuing education credits. The meetings begin at 7:15 a.m..  Click here to go to the Calendar page.

                  
FPA Mentor Match Program

The FPA MentorMatch program has been put together to support the continued professional development needs of our members.  Go here to see the program overview and requirements and click here to view a tutorial video.  View fellow members' testimonials here.

MentorMatch allows you the flexibility to create a mentor relationship based on your needs.

For those who have chosen the six month program, this consists of a sequence of structured activities during a six month mentor-mentee relationship.  People can connect either by phone/email or in-person.  Members may enroll in as many of the six-month programs as desired. 

FPA National has a facilitated mentorship program.  Mentors and mentorees are matched based upon interest and experience to work together for 6 months on specific goals either in person or over the phone.  Upcoming enrollment dates are July 1 and Sept. 1.  To learn more visit http://connect.fpanet.org/aboutmentormatch or email laura.brook@fpanet.org

If you have additional questions, please feel free to contact Beth McClelland Bethfinplan@gmail.com or  Susan Danzig Susan@Susandanzig.com.

Six-Month Program benefits/highlights:

*  A supportive environment which provides guidance to both mentees and mentors on how to create a successful relationship.
*  A clear start and end date, which provides clarity around the duration of mentor-mentee engagement.  
*  Kick-off call where expectations can be set and mentees are coached on how to set their goals for the engagement.  
*  A Program “check-in call” around 2 months in to share best practices and ideas.  
*  Wrap-up call to celebrate successes.

The next six-month program starts July 23, 2013.

FPA East Bay CFP® Student Scholarship Information

The Scholarship is available to candidates who are pursuing the CERTIFIED FINANCIAL PLANNER™ certification or are enrolled in a financial planning program and are motivated to obtain the CFP® designation.

FPA Easty Bay Internships

We are working with the UC Berkeley extension financial planning program to match prospective interns with financial advisors and planners.  For more information or if you are interested in working with an intern, please contact Beth McClelland bethfinplan@gmail.com

2012 Scholarship Winners

Please Check Back August 7th 2013 for the 2013 Scholarship Application. (to be posted)

Study Groups

Study groups are rapidly becoming a best practice for financial advisers who want to grow their practices, network with colleagues, and receive and give mutual support.  FPA East Bay currently has four groups to meet the various interest of our members.  Mark your calendars!

1) We have a study group for planners who have been in the business for 1-3 years.  This group meets once a month on the third Tues. @ 4:30 at the Pyramid Alehouse in Walnut Creek.    The next meeting will be May 21st, and will last about an hour.  For more information contact Teresa Riccobuono teresa@simplyorganized.com

2) The Practice Management study group is open to planners with 5+ years of experience.  This group will have it's first meeting at the Lafayette Library in the Oak Room on May 22nd at 3:30 for 1- 1.5 hours.  If you have 5+ years experience and are interested in joining this group, please contact Evor Vattuone evor@aspire.biz

3) An Oakland study group is forming and will be open to all advisors. For more information please contact Dan Hawley dan@hawleyadvisors.com

4) There will also be a study group forming to focus on Real Estate planning issues.  This group will primarily focus on common financial planning issues regarding directly held real estate investments and home ownership.  The first meeting for this group will be Tuesday May 21st from 5:30-7:30 at Bishop Ranch in San Ramon.  For more information please contact Rich Arzaga.  Rich@cornerstonewmi.com

Annual FPA Nor Cal Conference
                             
Join us in the spring for an event that features several nationally renowned speakers. It is an outstanding opportunity to network and earn many hours of continuing education credits. This link takes you to the Nor Cal Conference website with all the details you should ever need to know, including registration.

FPA East Bay Member-to-Member Career Opportunities                      

To post an opportunity here, please e-mail it to Webmaster Shags
                                         

Opportunities Available  (Oldest postings at the bottom)

Posted 5/3/2013: Summit Wealth & Retirement Partners, Inc. is dedicated to helping highly successful families transfer their personal values and their financial resources to future generations. They are seeking an Operations Specialist and Para Planner in Walnut Creek. Click on the above positions for more details and contact information.

Posted 4/29/2013: Seeking Client Service Associate – Concentric Wealth Management, one of the premier financial advisory firms in the East Bay, is seeking to add a member to their client service team. To learn more about the position or to submit an application, please review the job description.

Click Here for a full Job Description (PDF)

Posted 4/22/2013: Seeking Financial Planner - HC Financial Advisors, Inc. is a financial planning and investment advisory firm that offers services on a fee-only basis. We are based in Lafayette, California, and have been serving clients throughout the Bay Area and beyond for over twenty-five years.  The Financial Planner will work with a Lead Advisor to help manage client relationships. The position has responsibility for managing and supporting existing client relationships and may help in formulating and delivering advice. The planner will work with other members of the planning team including the Operations Manager, the Lead Advisor, the Client Relationship Manager, and the Portfolio Manager.

Click Here for a full Job Description (PDF)

Posted 4/4/2013: Financial Professional - Middle SF Penninsula Area: AXA Advisors is a leader in helping individuals and businesses address their financial goals through financial strategies, investment services and risk management. We have more than 50 branches across the country employing approximately 5,000 financial professionals. AXA Advisors is an equal opportunity employer committed to a workplace that is diverse, inclusive and merit-based.  We’re looking for highly motivated, achievement-driven individuals who want the opportunity to establish and grow a financial services practice with the support and strength of one of the nation’s leading financial services firms

Click Here for a full Job Description (Web Page Link)

Posted 4/3/2013: Full Service Financial Planning - Insurance and Investment Manager: This role, which supports a successful, full service Financial Planner based in San Francisco, will be responsible for overseeing and tracking insurance applications and investment management for a growing client base. The Insurance and Investment Manager will provide at least 5, but as many at 20, hours per week to the Financial Planner and Associate Advisors. The role will include tracking insurance applications from illustration to meeting delivery requirements and tracking investment deposits, conversions and portfolios.

Click Here for a full Job Description (PDF)

Posted 3/7/2013: Wealth Services Advisor: Destination Wealth Management is a rapidly growing Wealth Management firm with an opening for a Service Wealth Advisor. This is an opportunity for an intelligent, positive and responsible person with high initiative, strong communication skills, and a desire to learn. Destination Wealth Management is a values based financial services firm with a friendly, open environment where a highly motivated, independent work style is rewarded through personal growth and professional advancement.

Click Here for a full Job Description (PDF)