Fpa East Bay

What Fpa East Bay does

FPA East Bay (legal name: Financial Planning Association® of the East Bay) is a regional chapter of the national Financial Planning Association (FPA), a non-profit professional membership organization serving CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals and other financial-services practitioners in Alameda and Contra Costa Counties of the San Francisco Bay Area. Founded in 1975 and operating under the FPA® trademark, the chapter is led by volunteer board members and supported by 1–10 paid staff/contract organizers (Krysta Patterson listed as Organizer, contact (925) 778-1165, Alamo, CA). Its website (fpaeb.org) is a WordPress-based property that lists events, sponsors, a job board, a "Find Your CFP" referral link to plannersearch.org, and chapter history.

The chapter's core offerings are educational programming and community networking: monthly chapter meetings (typically at Orinda Country Club, 315 Camino Sobrante, Orinda, CA 94563), the annual FPA Far West Roundup at UC Santa Cruz (37th annual in 2026), co-promotion of the national FPA Gather for early-career planners, pro bono volunteer programs, and a scholarship/awards track. Revenue is generated indirectly via national FPA membership dues, locally through event registration fees ($49 early-bird / $59 regular for FPA members; $98 for guests), and through Gold and Silver annual sponsorship tiers. The 2026 sponsor roster includes 9 Gold Partners (Federated Hermes, Jackson, Cantor Fitzgerald, Nationwide, Signet Reverse Mortgage, PIMCO, First Trust Advisors, Inland Securities, Meridian Tax Advisors) and 8 Silver Partners (American Century, Capital Group, Mariner, Goldman, Main Management, MedicareOnDemand, encompass, AssetMark).

There is no proprietary technology product, no app, no disclosed AI/ML capability, and no funding history. Distribution runs through the chapter website, social channels (Facebook, YouTube, Instagram, LinkedIn), email newsletters, and the national FPA membership portal. Customer concentration is low — the chapter sells to many individual practitioners and a diversified sponsor base — and the addressable market is essentially the population of CFP-credentialed and adjacent financial professionals in the East Bay.

Name

Fpa East Bay

Legal name

Financial Planning Association® of the East Bay

Website

https://fpaeb.org

Company type

Private

Founded year

1975

Operating status

Operating

Headcount range

1–10 employees

Short description

FPA East Bay is a non-profit regional chapter of the Financial Planning Association serving CERTIFIED FINANCIAL PLANNER professionals in Alameda and Contra Costa Counties, delivering monthly educational meetings, the annual Far West Roundup, and networking via membership dues, event fees, and sponsorships.

Ownership category

akta.pro rank

Headquarters

HQ city

Alamo

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Operations, Marketing or Sales, Personnel, Others

Revenue model

1. Membership Dues: Revenue is generated through FPA membership fees collected at the national level. The chapter operates as part of the Financial Planning Association national organization, with local chapter events and programming funded through member participation and sponsorships.
2. Event Registration Fees: Chapter meetings and educational seminars generate revenue through registration fees. Pricing varies for members (Early Bird: $49, Regular: $59) and non-members/guests ($98). Some events include lunch components.
3. Sponsorships: Gold and Silver member partners provide sponsorship support through annual partnerships. Sponsors include financial services firms such as Federated Hermes, Jackson, PIMCO, Goldman, Capital Group, Nationwide, and others.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels5 records

Core offering

FPA East Bay is a regional nonprofit membership chapter that delivers professional development, practice support, advocacy, and networking services to CERTIFIED FINANCIAL PLANNER professionals in the East Bay (Contra Costa and Alameda Counties). It operates monthly chapter meetings, multi-day retreats, and national conferences, and connects members with industry experts through educational programming and pro bono community-service opportunities.

Product overview

FPA East Bay is a professional membership organization and trade association for CERTIFIED FINANCIAL PLANNER professionals serving Contra Costa and Alameda Counties in the San Francisco Bay Area. The organization offers a unified membership platform that combines professional development, practice management support, advocacy, and networking services. Key offerings include monthly educational chapter meetings, the FPA Far West Roundup (annual retreat), FPA Gather (national event for emerging planners), pro bono volunteer opportunities, and a CFP referral service. The organization has been serving financial planning professionals for over 52 years.

Differentiator

Problem solved

Functional benefit

Products and services

• FPA East Bay Membership Professional membership in a CFP-focused trade association providing practice support, learning, advocacy, and networking benefits for financial planning professionals in Contra Costa and Alameda Counties.
• FPA Gather Annual three-day national conference for early-career financial planners, career changers, and emerging professionals (formerly FPA NexGen Gathering), featuring learning sessions and networking.
• FPA Far West Roundup Annual informal multi-day retreat held at UC Santa Cruz for financial planning professionals, with peer-to-peer learning in a relaxed, sponsor-free environment.

Named customers6 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

29 partnerships are on record, tiered event speaker, event sponsor, event sponsor/speaker, gold partner and silver partner.

• Roklyn Consulting (Darci Smith)event speakerStrategic or Co-development Partner · 11 November 2026Darci Smith, founder of Roklyn Consulting, will present on succession and exit planning for wealth advisors.
• Rimon, P.C. (Ben Douglas)event speakerStrategic or Co-development Partner · 11 November 2026Ben Douglas, partner at Rimon, P.C., will present on legal considerations for advisory firm transitions and succession.
• INICIO (Kimberly Kearney)event speakerStrategic or Co-development Partner · 14 October 2026Kimberly Kearney, former CIA Case Officer and ICF-certified executive coach, presented on trust-building and leadership for financial professionals through her firm INICIO.
• Osterweis Capital Managementevent sponsorStrategic or Co-development Partner · 10 September 2026Shawn Eubanks of Osterweis Capital Management sponsored the divorce and financial planning event.
• Absolute Trust Counsel (Kirsten Howe)event speakerStrategic or Co-development Partner · 9 September 2026Kirsten Howe, Founder and Managing Attorney of Absolute Trust Counsel, presented on special needs planning for financial professionals.
• Bitwise Asset Managementevent speakerStrategic or Co-development Partner · 13 August 2026Matt Hougan, CIO of Bitwise Asset Management, presented on crypto and institutional investing for financial advisors.
• Pon & Associatesevent speakerStrategic or Co-development Partner · 12 August 2026Lawrence Pon of Pon & Associates presented on Trump Accounts (§530A Accounts) for FPA East Bay educational event. Lawrence Pon is a CPA, CFP, EA, USTCP, AEP based in Redwood Shores, CA.
• Optimal AdvisorAI (Craig Kirkpatrick)event speakerStrategic or Co-development Partner · 11 March 2026Craig Kirkpatrick, Co-Founder of Optimal AdvisorAI, presented on practical and ethical uses of AI for financial advisors.
• Canvas Custom Indexing (Laura Foster)event speakerStrategic or Co-development Partner · 11 February 2026Laura Foster, CFA, Managing Director at Canvas Custom Indexing, presented on direct indexing solutions for portfolio construction.
• Dimensional Fund Advisorsevent sponsor/speakerStrategic or Co-development Partner · 9 December 2025Stephen de Man, Vice President at Dimensional Fund Advisors, presented on building blocks of growth for advisory firms.
• Cantor Managed ETF Portfolios (Herb Morgan)event speakerStrategic or Co-development Partner · 10 September 2025Herb Morgan, Sr. Managing Director and CIO of Cantor Managed ETF Portfolios, presented on economic impact of tariffs and trade.
• Oak Financial Coaching (Elana Feinsmith)event speakerStrategic or Co-development Partner · 30 April 2025Elana Feinsmith, Certified Financial Therapist and Founder of Oak Financial Coaching, presented on financial therapy for advisors.
• Federated Hermesgold partnerGTM or Marketing PartnerGold member partner firm providing sponsorship support for FPA East Bay events and programs. Drew Larson serves as the sponsor contact.
• Jacksongold partnerGTM or Marketing PartnerGold member partner firm. Richard White serves as Senior Vice President of Government Relations. Brian Carlson is the local sponsor contact.
• Cantor Fitzgeraldgold partnerGTM or Marketing PartnerGold member partner firm. John Bacigalupi serves as sponsor contact for Cantor Fitzgerald Asset Management.
• Nationwidegold partnerGTM or Marketing PartnerGold member partner firm. Andrew Rich serves as sponsor contact.
• Signet Reverse Mortgage (Clay Selland)gold partnerGTM or Marketing PartnerGold member partner firm specializing in reverse mortgages. Clay E. Selland serves as both sponsor contact and President Elect of FPA East Bay.
• PIMCOgold partnerGTM or Marketing PartnerGold member partner firm. Joe Gengo serves as sponsor contact.
• First Trust Advisorsgold partnerGTM or Marketing PartnerGold member partner firm providing sponsorship support for chapter events.
• Inland Securities Corp.gold partnerGTM or Marketing PartnerGold member partner firm. Anthony Calderone serves as Senior Vice President and sponsor contact.
• Meridian Tax Advisorsgold partnerGTM or Marketing PartnerGold member partner firm. Emily Tsai serves as sponsor contact. Sponsored Trump Accounts event in August 2026.
• American Century Investmentssilver partnerGTM or Marketing PartnerSilver member partner firm providing sponsorship support.
• Capital Groupsilver partnerGTM or Marketing PartnerSilver member partner firm providing sponsorship support.
• Marinersilver partnerGTM or Marketing PartnerSilver member partner firm. Brian Leitner serves as Managing Director of Wealth Solutions.
• Goldmansilver partnerGTM or Marketing PartnerSilver member partner firm. Jennifer Guenther presented the Goldman Sachs Investment Outlook 2026 event.
• Main Managementsilver partnerGTM or Marketing PartnerSilver member partner firm providing sponsorship support.
• MedicareOnDemand (John Connor)silver partnerGTM or Marketing PartnerSilver member partner firm. John Connor serves as Chief Business Development Officer.
• encompasssilver partnerGTM or Marketing PartnerSilver member partner firm providing sponsorship support.
• AssetMarksilver partnerGTM or Marketing PartnerSilver member partner firm providing sponsorship support.

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• XY Planning Network: A membership organization and community for next-generation fee-only financial advisors. Comparable because it offers very similar membership, education, and community services to CFP professionals and targets the same advisor segments.
• FPA of Los Angeles: Another large FPA chapter in California. Comparable because it follows the same local-chapter operating model under the national FPA and serves CFP professionals in a different California metro.
• National Association of Personal Financial Advisors (NAPFA): A national association of fee-only financial advisors. Comparable because it pursues the same core mission (professional development, advocacy, and community for financial planners) and competes for the same dues-paying advisor base as FPA East Bay.
• FPA of San Francisco: A peer FPA chapter serving San Francisco-based CFP professionals with very similar chapter programming (monthly meetings, CE events, sponsorships). Comparable because it is a sister local chapter under the same national FPA umbrella with the same membership and event-revenue model.
• Society of Financial Service Professionals (SFSP): A longstanding membership association for financial services professionals. Comparable because it pursues the same professional association mission (continuing education, networking, advocacy) for financial services practitioners across the U.S.

Broad incumbents

• AICPA Personal Financial Planning (PFS): The AICPA's Personal Financial Planning section serving CPA financial planners. Comparable because it offers an alternative credential and membership community for financial planners (especially CPAs in financial planning), competing for the same advisor mindshare and CE engagement.
• Certified Financial Planner Board of Standards (CFP Board): The certifying body for the CFP® mark. Comparable because the CFP certification is the principal professional credential FPA East Bay's members hold; CFP Board sets standards and exam requirements that drive much of the chapter's continuing-education value proposition.
• Financial Planning Association (National): The national parent organization of FPA East Bay. Comparable because it is the overarching membership body providing the FPA brand, national conferences (FPA Gather), and membership infrastructure on which the local chapter's programming is layered.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@fpaeastbayadministrator115
• Facebookfacebook.com/profile.php?id=61555555562458
• LinkedInlinkedin.com/company/fpa-east-bay
• Instagraminstagram.com/fpa_eastbay

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Fpa East Bay