Upcoming Chapter Events

07 May 2015 7:30 AM • Multnomah Athletic Club
07 May 2015 5:30 PM (PDT) • The Blitz Ladd, 2239 SE 11th Ave, Portland, OR 97214
20 May 2015 11:30 AM (PDT) • Embassy Suites Portland Airport

Event Updates

  • Location Change! Our monthly meeting on May 20 is in a different location than the MAC. We will be at Embassy Suites Portland Airport. This change of location is due to remodeling at the MAC. Click HERE to register.
  • Are You a Bowler? Join our FPA Team for Junior Achievement Bowl-A-Thon 2015.  Friday, May 1, 2015, 5-7pm at AMF 20th Century Lanes, 3550 SE 92nd Avenue, Portland.  Contact the FPA office to sign up at 503-286-8350.

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!

Stay Connected!

  • Connect and keep updated with your colleagues through our  to our Linkedin Group  
  • Follow FPA on Twitter
  • 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.
  • Stay connected with affiliated organizations. Click HERE for links to their websites.


  • 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
  • Chapter gains national recognition of their Financial Empowerment Clinics in the Journal of Financial Planning. Read MORE.

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.

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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