Financial Planning Association

The Financial Planning Association (FPA) of Silicon Valley is a professional organization dedicated to advancing the financial planning profession. Our chapter is a powerful resource for Certified Financial Planner (CFP) professionals and financial planning professionals seeking advancement in a dynamic and growing profession. We offer a range of services designed to support our members' professional development, including top-quality educational events, networking opportunities, and access to critical business and career-building resources.

Services Offered

Our chapter organizes various events throughout the year, including chapter meetings, social events, and conferences. These events provide educational content, best practices, and networking opportunities for our members. We also offer a range of resources, such as a learning center, library programs, and financial planning day events. Additionally, we have partnerships with other organizations that provide exclusive benefits to our members.

Chapter Events

We have several upcoming events, including our Annual Bocce Ball Event, Chapter Meetings, and Conferences. Our Annual Bocce Ball Event is a fun networking opportunity that brings together professionals and their families. Our Chapter Meetings offer educational content and networking opportunities, while our Conferences provide in-depth training and networking with industry leaders.

Leadership Opportunities

We are currently seeking board and committee members for the upcoming year. This is a great opportunity to strengthen your community and leadership skills. If you are interested, please contact Tonia Forbus to learn more.

Member Resources

We have a range of resources available to our members, including calculators, educational materials, and access to our partners' services. These resources are designed to help our members grow professionally and provide better services to their clients.