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Financial Advisors Needed For Pro Bono/Planners in the Library

October 18, 2025 @ 10:30 am - 2:00 pm

FPA Silicon Valley is providing complimentary financial planning sessions to the community

The Financial Planning Association supports our community by providing complimentary one-to-one financial planning advice at this Financial Planning Day. This will be an in-person event and available to the entire public.
Please note that per the FPA of Silicon Valley guidelines, Financial Counseling Volunteers must be CFP(R) professionals and members of an FPA chapter (Logistics Volunteers do not have to be).
The logistic volunteers will assist with checking in arriving attendees, trouble shooting and collecting survey responses as attendees exit each session.

Information and Instructions will follow after registration

To sign up: https://app.planhero.com/meetings/5078-october-2025-san-mateo-financial-planning-day

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Participants needing pro bono services

To sign up: https://sanmateopublic.libcal.com/event/15373105

Thank you for your time, and if you have questions, please get in touch with the event organizer, Kalvin Sid, via email: kalvin@sidfinancial.com

Details

Venue

  • San Mateo Public Library
  • 55 W 3rd Ave
    San Mateo, CA United States
    + Google Map