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

Upcoming Chapter Events

19 Nov 2014 11:30 AM (PST) • Multnomah Athletic Club

Event Updates

  • October Monthly Meeting Topic Change! We have had a change of speakers for October 15th. Ben Hammer from Vanguard will be presenting, “Bond Portfolio Construction, Balanced Portfolio Projections and the Value a Professional Advisor Brings.” RIAs, this will be of interest to you. Click HERE to register!
  • 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.


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!

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

  • 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. http://www.oregonhomeownersupport.gov/

 

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


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