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The Financial Planning Association of Silicon Valley (FPA-SV) believes that financial literacy leads to good financial decision-making. Part of our mission is to educate our community whatever your financial knowledge or situation may be. To that end we organize many different types of events designed to help you better deal with financial challenges and to improve your knowledge and ability to achieve everything you want in your life. All our programs are open and free to the public.
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. The program requires participants to obtain financial education to ensure they will be able to maintain their homes. FPA-SV volunteers provide assistance in financial planning, goal-setting, budgeting and basic education about investing for the long term.
If you would like more information on this program, contact Peggy Stephan at 408-551- 6100 x1105 or at email@example.com.
FPA-SV volunteers provide free seminars on a wide range of financial planning topics at various libraries throughout Santa Clara and San Mateo Counties. No signup is required. For the current schedule click here.
FPA-SV – in partnership with Habitat for Humanity East Bay/Silicon Valley and the University of California Extension Santa Cruz – brings together student and mentor Certified Financial Planner™ (CFP®) volunteers to create a financial plan for Habitat homeowner families. Such a plan not only guides you in making the right financial decisions to be able to maintain your home but also in improving your chances of achieving all the goals you have in your life. If you are a Habitat homeowner and would like to find out more, contact Craig Uffelman at 408-663-6447 or at firstname.lastname@example.org.
Get free personalized consulting from a CFP® volunteer on any financial topic(s) that may be of concern or importance to you. You get to meet privately to discuss your situation and to benefit from their expertise. There are no strings attached; volunteers are not there to solicit business but rather to help those who do not have access to their own financial planners.
FPA-SV partners with local non-proﬁt organizations that help women facing domestic violence, emotional abuse, and other conflicts. FPA volunteers help with various financial challenges ranging from debt management through asset building. The goal is to help you become financially independent and self-reliant.
If you are in such a situation, and would like to find out if the shelter or the organization supporting you works with FPA-SV to provide such help, contact Ariadne Horstman at email.