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The Financial Planning Association (FPA) of Oregon & SW Washington champions the value of the financial planning process and advances the financial planning profession with the CFP® mark as its cornerstone. Our primary aim is to benefit the public by helping to ensure that financial planning is delivered through proficient, ethical financial planners. We provide regular, consistent professional development and networking opportunities on a local level.

Our Chapter has approximately 300 members and are proud to be one of the most active FPA chapters in the country. We offer continuing education (CE) credits for the CFP® Board, Oregon Insurance, and Washington Insurance, to fulfil our professional's CE requirements. Our annual full-day conference, the Spring Financial Forum typically in March, attracts more than 100 financial planning professionals each year and we welcome you! Our chapter meetings host between 50 and 100 attendees -- JOIN US at our next offering!

FPA - Change Tomorrows™. Start Today.

The community that brings together those who deliver, support and benefit from financial planning.

FPA is your community with extraordinary benefits – be part of us today.

With ongoing health concerns related to the Coronavirus Pandemic, we at FPA of Oregon & SW Washington continue to monitor our local and national resources for guidance related to meetings and travel. We place our member and community health with utmost priority. If you have any questions, suggestions, or other feedback, please let us know! Thank you for your patience as we navigate this new normal.

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Financial Information to help you get started.

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All financial planning services will be delivered in accordance with the following standard of care.