FOSTERING THE VITAL SERVICE, BENEFITS AND LIFELONG VALUE OF PROFESSIONAL FINANCIAL PLANNING. 

Upcoming Chapter Events

23 May 2013 4:00 PM • Bazi Bierbrasserie - 1522 SE 32nd Ave, Portland, OR 97214
19 Jun 2013 11:30 AM (PDT) • Multnomah Athletic Club
20 Sep 2013 7:30 AM • Holiday Inn, Wilsonville, OR
26 Feb 2014 8:00 AM (PST) • Embassy Suites Portland Airport

News & Updates

  • Register for the May 15th Monthly Meeting, "Advance IRA Topics" with Jim Blankenship. 
  • Mid-Winter Conference 2014 is coming up! Wednesday and Thursday, February 26 and 27, 2014. 
  • Meet our 2013 Sponsors (as of February 12, 2013): Click HERE

Join the Conversation

  • Visit our Group Forum to read about the latest issues and provide us with your feedback!

Connect!

Welcome!


Welcome to the FPA of Oregon and SW Washington. We are proud to serve our members in Oregon, Portland Metro, and SW Washington. 



Membership News

  • At the "Ethics in Action" course at Mid Winter Conference, the winning team in the game show contest voted to send the $125 of funds collected to Young Americans Center for Financial Education based in Denver, CO. Thanks You!
  • Members log in to get the member rate. Logging in avoids making duplicate entries when you register. Contact the office for questions 503-286-8350.
  • Update your profile on FPA's website. Click here.
  • Volunteer for Junior Achievement! JA educates students about financial literacy. Contact Jennifer Lee, volunteer coordinator. 
  • You may be on camera! Click here for our FPA chapter photo album.

Consumer News

 

New: Member Spotlight

  • Do you have a colleague who excels at what they do?  Who recently accomplished a giant feat? Someone you think should be recognized for their work?  Well if so, let us know!

    We've added a Member Spotlight to our homepage to highlight the accomplishments of our members.  If you have a colleague you'd like us to recognize email us at admin@fpa-or.org or call our office at 503-286-8350. We'd love to hear from you!


About FPA

The Oregon and Southwest Washington Chapter of the Financial Planning Association (FPA®) is a non-profit professional organization with a mission to foster the vital service, benefits and lifelong value of professional financial planning. Members include individuals and companies who have contributed to building the financial planning profession and all those who champion the financial planning process. FPA members are dedicated to supporting the financial planning process in order to help people achieve their goals and dreams. FPA believes that everyone needs objective advice to make smart financial decisions and that when seeking the advice of a financial planner, the planner should be a CFP® professional.


 
 

© The Financial Planning Association of Oregon and SW Washington
PO Box 2126, Salem, OR 97308 | 503-286-8350 | admin@fpa-or.org


Powered by Wild Apricot Membership Software