- Career Development
- Consumer Resources
- Pro Bono
- Member’s Corner
As a financial planner you understand the value that you bring to your clients. But you also have the opportunity to multiply that value many times over by making a difference in the lives of people who do not have access to or who otherwise cannot afford professional financial planning help. FPA Silicon Valley organizes many pro bono events to help improve the financial literacy and financial situations of individuals and organizations, and you can be a part of this effort! Help us show the public and the community the best of our profession by volunteering to help with one or more of our pro bono programs on the Peninsula and in the South Bay.
Homes for Our Troops assists severely injured veterans and their immediate families by raising donations of cash, building materials, and professional labor, and by coordinating the process of building specially adapted homes that provide maximum freedom of movement and the ability to live more independently. FPA-SV assists these veterans to live financially within their means as well as to take advantage of the myriad programs providing financial support that are available from the Federal Government.
FPA-SV volunteers provide seminars on a wide range of financial planning topics to members of the public at various libraries throughout Santa Clara County on a seasonal basis.
This program, a partnership involving FPA-SV, Habitat for Humanity East Bay/Silicon Valley, and the University of California Extension Santa Cruz, utilizes CFP student and mentor volunteers to provide free financial planning advice to Habitat homeowner families to help them make the right financial decisions not only to be able to maintain their home but also to improve their chances of achieving the other goals they have in their lives.
This program provides one-on-one consulting to members of the public on whatever financial topics are of interest and importance to them. Since 2010, FPA Silicon Valley volunteers have provided valuable financial planning advice to over 500 people through this program and its predecessor, Financial Planning Day.
MAITRI is a free, non-proﬁt organization based in the San Francisco Bay Area that primarily helps women from South Asia facing domestic violence, emotional abuse, cultural alienation, human-trafﬁcking, and family conﬂict. FPA provides volunteers to help these women with their various financial issues, ranging from debt management through asset building. The goal is to help them become financially independent and self-reliant.