About FPA of the East Bay

The CERTIFIED FINANCIAL PLANNER™ professional’s partner in planning.

Since our founding in 2000 with the merger of the IAFP and ICFP, FPA has been the CERTIFIED FINANCIAL PLANNER™ professional’s partner in planning by helping them realize their vision of success with practice support, learning, advocacy, and networking.

Curious about what it’s like to be on our Board?

Come shadow a board meeting, which take place for about an hour after our monthly chapter meetings. To learn more about opportunities to join the board, or to attend a Board meeting as a guest, please contact our Current President.

The FPA East Bay Board of Directors is responsible for setting the vision and strategic direction for the Financial Planning Association.

Using FPA’s core beliefs as the key filters for making decisions in a fiduciary capacity on behalf of members and constituents, Board members must think strategically, engage in open dialogue, and work collaboratively.

Board members (excluding the president-elect, president, and past president) are elected to an initial three-year term, based on the calendar year.

Those who are elected to the Executive Committee serve an additional three years, one year each as president-elect, president, and past president, in that order. FPA’s CEO serves as Board secretary.