It is one of the most beautiful compensations of life that no man can sincerely try to help another without helping himself.– Ralph Waldo Emerson
Dear San Francisco FPA Chapter Member:
The San Francisco chapter of the Financial Planning Association (FPA) is working to foster the idea that every financial planner has a professional responsibility to provide high quality, conflict-free pro bono financial planning services to people and/or organizations that are otherwise unable to pay. To further that goal, your chapter’s Pro Bono and Education Committee has created and compiled a series of resources for you to use in your efforts to satisfy your pro bono service obligations. These resources include general Guidelines for what the FPA has defined as pro bono service, and a series of Frequently Asked Questions to help you determine how you might best fulfill your pro bono service requirements.
There are two primary ways to begin offering pro bono financial planning services:
Volunteer for an FPASF sponsored project or event such as leading an EARN Financial Skills workshop, or
Create and deliver your own pro bono financial planning service to individuals in need or through an organization that you wish to support.
The content you’ll find on this website is constantly evolving, and will change over time. Be sure to check back periodically for additional FPA sponsored projects and additions to the planner resources.
We thank you for your interest in providing pro bono services, and we hope that you find your pro bono work personally rewarding.
Sincerely,
Holly Gillian Kindel, CFP®, CLU®, CPCC® Chairperson, Pro Bono & Education Committee
If you represent a non-profit organization looking to partner with FPA SF on a financial planning/education project, contact us at probono@fpasf.org or volunteer with the Pro Bono Committee by filling out our Volunteer Sign-up Form.
Special thanks to Holly Bogin, Benson Choy, Michael Lewis, and Cynthia Morris for their contributions to the the pro bono section of the FPA SF website.
The FPASF website is for professional use and informational purposes only. Do not rely on it for investment advice. Opinions expressed are solely those of the members and speakers and do not represent the views of the FPA or FPASF.
ATTENTION!
Your login will expire in the next five minutes due to inactivity.
Please click the link below to refresh your login.
