Welcome to the Financial Planning Association of the East Bay

Financial Planning Association® of the East Bay is the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process.

FPA East Bay is your partner in planning by helping you realize your vision of professional fulfillment through practice support, learning, advocacy, and networking.

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Grow Your Financial Services Firm

Create Connections

Our events offer unparalleled opportunities to connect with fellow financial planners, share your passion, and collaborate on future successes. Don’t miss out—join us to expand your professional network and find inspiration among peers.

Give Back

By offering professional development, practice management support, and volunteer opportunities, we empower Certified Financial Planners (CFPs) and financial professionals across the San Francisco Bay Area. Get involved today to grow your practice, give back to the community, and connect with industry experts. Let’s make a difference together!

Learn from Experts

Our member programs offer direct access to industry experts, providing you with the knowledge and tools to innovate and excel. Embrace this opportunity to learn from the best, enhance your skills, and stay ahead in the ever-evolving financial landscape. Join us now and transform your practice with expert insights!

Upcoming FPA East Bay Events

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Who We Are

As a CERTIFIED FINANCIAL PLANNER™ professional, FPA East Bay is your partner in planning by helping you realize your vision of success with practice support, learning, advocacy, and networking.

We lead with power and purpose.
We are passionate about our calling.
We strive for personal and professional excellence.
We connect for collaborative impact.
We care for and support each other.

52

YEARS OF

Education and Community

We Bring Together Those Who Deliver, Support and Benefit from Financial Planning.

Gold Member Partners

Advance your career with an FPA Membership. Become a member today

Silver Member Partners

What Our Members Say

Mary Ballin, CFP(R), CDFA(R) Perigon Wealth Management

I have been a member of the FPA for over 10 years. FPA has been an integral part of the ongoing education that is needed to stay up to date in this industry. It also provides opportunities to meet others in the industry and network with these other professionals to discuss techniques and best practices with each other. The FPA meetings and conferences have top notch speakers on various financial topics that are important for every wholistic advisor to know. I would recommend FPA to any professional in the financial planning and investment management industry. My career wouldn't be where it is today without FPA being an important part of my professional journey.

Eric Flett Concentric Wealth Management

"FPA membership has been the best investment I've made in my career--bar none. The time and resources that I've put into FPA East Bay have been repaid exponentially in my learning, professional development, business growth and rewarding relationships. "

Chad V. Perbeck Past President, Director at Large

Being an active member, as well as board member, has helped me grow personally and professionally. I’ve met several mentors, been able to mentor others, and have gotten involved in pro bono services within our East Bay community. The educational programs are top notch and keep continuing education at the forefront of my mind. My suggestion for any members on the fringe would be to raise your hand to get more involved with the chapter. Giving back to the community and profession will pay dividends for sure.

Who is the FPA?

The Financial Planning Association® (FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, educators, financial services providers and students who seek advancement in a growing, dynamic profession. FPA members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve and take part in FPA’s One Connection™ for professional education, business success, advocacy and community at the national and chapter levels. FPA is truly an indispensable force in the advancement of today’s CFP® professionals. The National FPA is headquartered in Denver, Colo. and is governed by a volunteer Board of Directors who are charged with setting the strategic vision for the organization. FPA’s staff is dedicated to implementing that vision and creating an unparalleled membership experience.