Upcoming Chapter Events

20 Jan 2016 11:30 AM (PST) • Multnomah Athletic Club
24 Feb 2016 8:00 AM (PST) • Columbia Edgewater Country Club
16 Mar 2016 11:30 AM (PDT) • Multnomah Athletic Club
20 Apr 2016 11:30 AM (PDT) • Multnomah Athletic Club

Event Updates

  • Mid-Winter Conference 2016, Feb 24-25, 2016, Columbia Edgewater Country Club, Portland. Theme: "Retreat and Refocus" Note for sponsors: only 4 exhibit tables remaining!
  • Quick Calendar - monthly events for 2016.

Get Involved in FPA!

  • Get Trained in Working with the Media. Join this webinar offered by FPA on Dec 10. Members who receive media training are eligible to receive media inquiries in the Oregon area. To register, log in required, click HERE.
  • Volunteer for Junior Achievement! JA educates students about financial literacy. Contact Jennifer Lee, volunteer coordinator. For pics of the 2015 J.A. Bowling Tournament, click HERE.
  • 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
  • Meet your 2016 Board of Directors: Click HERE
  • Chapter gains national recognition of their Financial Empowerment Clinics in the Journal of Financial Planning. Read MORE.

Consumer News

  • Oregon Supreme Court rules to overturn 2013 PERS Reforms. Click HERE for more info.
  • 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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