Upcoming Chapter Events

25 Feb 2015 8:00 AM (PST) • Embassy Suites Portland Airport

Event Updates

  • Estate Planning Council of Portland, "Growing the next generation of estate planners", panel discussion. MAC, Nov 19, 4:00 social, 4:30 panel discussion. Call 503-416-6153 to register.

  • FPA Board Orientation, December 12, 2014, noon – 4 pm, Northwest Wealth Advisors, 1800 Blankenship Rd., West Linn.

  • Mid-Winter Conference is February 25-26, 2015 at the Embassy Suites Portland Airport. The theme is "Financial Planning All-Stars." Click HERE for a sneak peek of our "all-star" speakers.
  • Exhibit tables and sponsorships for Mid-Winter Conference are available. Click HERE for more information!

Get Involved in FPA!

  • Volunteer for Junior Achievement! JA educates students about financial literacy. Contact Jennifer Lee, volunteer coordinator.
  • There are many ways you can get involved in our FPA chapter, click HERE for info.
  • Want to help out your community? Here are pro bono opportunities, Click HERE!



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

  • FPA members Ted Haley and Bob Haley's company Advanced Wealth Management was honored to have been named a finalist in the 2014 Excellence in Family Business Awards, granted by the Oregon State University Austin Family Business Program. The category is “emerging” family businesses focusing on Generational Development.  A link to the Program’s website can be found HERE. Congratulations!
  • Members log in to get the member rate for events. 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.
  • You may be on camera! FPA chapter photo album.
  • Members Bowl for Junior Achievement. Click HERE for info.

Consumer News

  • Oregon State University announces a new Wealth Management MBA program. The 53 credit hour graduate program comes with all class work required to sit for the CFP exam. Click HERE for more information.
  • Struggling to make your mortgage payment? Don’t face it alone. Free home foreclosure help is available to homeowners statewide.


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 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 |

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