The Financial Planning Association of the East Bay is a member-driven organization comprised of professionals from the financial planning profession, many of whom have received the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. With about 400 members, the FPA East Bay strives to maintain and promote the ethical practice of the financial planning profession.
If you are interested in using an FPA East Bay professional as a resource of information for your reporting needs, please contact us. We are ready to help.
If you would like to talk with an FPA East Bay professional, please contact President David Borrelli or either Public Relations Co-Chair: Barry Mendelson or Debbie Pursey.
And please visit the FPA National website for their latest information for press and other media.
The purpose of the Speakers Bureau is to provide individuals to speak to associations and other public groups as a way of informing and educating the public about what sets the CFP® Certificant designation apart from the others. If you would like to have a local FPA East Bay member speak to your group or organization, please contact either Public Relations Co-Chair: Barry Mendelson or Debbie Pursey.
Krysta M. Patterson
FPA of the East Bay