The Financial Planning Association® (FPA®) is the largest membership organization for CFP® professionals in the U.S. and also includes members who support the financial planning process. Working in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations, FPA helps connect all in our membership through a variety of unique and compelling ways. FPA members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. FPA membership consists of CERTIFIED FINANCIAL PLANNERS™, educators, financial services professionals, students and more; FPA is compensation neutral and represents those from diverse backgrounds and business models.

FPA of Oregon & SW Washington provides professional development and networking on a local level. Our Chapter has over 300 members and one of the most active chapters in the country. We offer continuing education credits for CFP®, Oregon Insurance, and Washington Insurance. Our annual Mid-Winter Conference attracts more than 100 participants each year and our monthly chapter meetings are host between 50 and 100 attendees each month.

The Financial Planning Association of Oregon & SW Washington is governed by a volunteer Board of Directors who are charged with helping the organization reach its strategic goals. FPA staff member are dedicated to creating an unparalleled membership experience.


Financial Planners

CFP certificants and other professionals who have made a commitment to the financial planning process. All members are encouraged to pursue and attain the CFP certification.

Allied Professionals

include accountants, attorneys, bankers, charitable giving specialists, insurance agents, investment consultants and others who advance the financial planning process in their work with clients.

Corporate Membership

consists of firms who have products and services that are appropriate for financial planners as well as financial planning broker-dealers who have access to other Corporate members as well as to FPA’s individual members.