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FINANCIAL PLANNING ASSOCIATION
SCOTTSDALE, AZ · EIN 954834545 · Form 990EZ · FY2022 · Micro (<$100K) · www.fpala.org
revenue
$59K
expenses
$37K
net assets
$42K
employees
—
mission · from form 990

EDUCATION AND KNOWLEDGE EXPANGE OF MEMBERS. THE ORGANIZATION PROMOTES THE VALUE OF THE FINANCIAL PLANNING PROFESSION, TO SUPPORT PERSONAL AND PROFESSIONAL GROWTH OF OUR MEMBERS, AND TO BE A POSITIVE INFLUENCE IN OUR COMMUNITY THROUGH PROMOTING FINANCIAL LITERACY.

profile · synthesized from sources

Financial Planning Association of Los Angeles (FPA of LA) supports CERTIFIED FINANCIAL PLANNER™ professionals through education, networking, and advocacy. It promotes financial literacy and responsible financial decision-making in the Los Angeles area. The organization connects consumers with qualified financial planners and facilitates pro bono financial planning services for underserved communities.

named programs · 4 · from sources

what they call their work

Advocacy Committee
Coordinates with state and federal representatives on policy issues including title protection for financial planners and financial literacy in schools
Mentorship Program
6-month program matching experienced financial planners with mentees for professional development; open to all career stages and includes practice transition guidance
NexGen Committee
Serves financial advisors in the first ten years of practice by building community and strengthening professional skills in the Greater Los Angeles area
Pro Bono Committee
Organizes pro bono financial planning events including one-on-one sessions and financial literacy workshops for underserved individuals in the LA area
activities · 7 groups

what they do

  • Financial Planner Career Support 13 activities
    • CFP Certification Support Resources
      Provides information on CFP Certification Scholarships and educational resources to support individuals pursuing certification.
    • CFP Certification Support and Scholarships
      Provides information and resources on CFP Certification Scholarships to support individuals pursuing certification.
    • Career Resources for Financial Professionals
      Maintains a job board and provides information on CFP Certification Scholarships and discounts on Kaplan CFP Testing Materials to support career development in financial planning.
    • Career Resources for Financial Professionals
      Maintains a job board and provides information on CFP Certification Scholarships and discounts on Kaplan CFP Testing Materials to support individuals pursuing a career in financial planning.
    • Career Support and Resources
      Maintains a job board and provides information on CFP Certification Scholarships and discounts on Kaplan CFP Testing Materials to support members' career development.
    • Career Support for Financial Professionals
      Maintains a job board and provides information on CFP Certification Scholarships and discounts on Kaplan CFP Testing Materials to support career development for financial professionals.
    • Job Board and Career Resources
      Maintains a job board to support career advancement and employment opportunities for financial planning professionals.
    • Member Practice Support and Benefits
      Provides CERTIFIED FINANCIAL PLANNER™ professionals with practice support, learning opportunities, networking, and discounts on insurance, technology, marketing, and Kaplan CFP exam materials.
    • Member Practice Support and Benefits
      Provides CERTIFIED FINANCIAL PLANNER™ professionals with practice support, learning resources, networking opportunities, and discounts on insurance, technology, marketing, and Kaplan CFP exam materials.
    • Professional Development and Networking for Financial Planners
      Provides practice support, learning opportunities, and networking through local chapters and online communities for CERTIFIED FINANCIAL PLANNER™ professionals, aiming to build planning competencies.
    • Professional Development and Networking for Financial Planners
      Supports CERTIFIED FINANCIAL PLANNER™ professionals by providing practice support, learning opportunities, advocacy, and networking through local chapters and online communities.
    • Professional Development and Support for Financial Planners
      Provides practice support, learning opportunities, and networking to its members, including savings on insurance, technology, and marketing products, and offers learning programs to build planning competencies.
    • Professional Development and Support for Financial Planners
      Provides practice support, learning opportunities, and networking to CERTIFIED FINANCIAL PLANNER™ professionals, including learning programs to build planning competencies and discounts on insurance, technology, and marketing products.
  • Financial Advisor Referral Services 7 activities
    • Consumer Access to Qualified Financial Planners
      Maintains a "Planner Search" tool and supports the "Let's Make a Plan" initiative to help consumers find qualified CERTIFIED FINANCIAL PLANNER™ professionals.
    • Consumer Resource for Finding Financial Planners
      Offers a "Planner Search" tool and supports a "find a planner" function through "Let's Make a Plan" to help consumers find qualified CERTIFIED FINANCIAL PLANNER™ professionals, along with providing articles and tips for hiring a financial planner.
    • Consumer Resource for Finding Financial Planners
      Provides tools and resources like "Planner Search" and "Let's Make a Plan" to help consumers find qualified CERTIFIED FINANCIAL PLANNER™ professionals, along with articles offering tips on hiring a financial planner.
    • Consumer Resources for Finding Financial Planners
      Provides a "Planner Search" tool and "Let's Make a Plan" function to help consumers find qualified CERTIFIED FINANCIAL PLANNER™ professionals, along with articles offering tips for hiring a financial planner.
    • Consumer Resources for Finding Financial Planners
      Offers tools and resources for consumers to find qualified CERTIFIED FINANCIAL PLANNER™ professionals, including a "Planner Search" tool and information on hiring a financial planner.
    • Consumer Tools for Finding CFP® Professionals
      Operates the "Planner Search" tool and supports the "Let's Make a Plan" initiative to help consumers locate qualified CERTIFIED FINANCIAL PLANNER™ professionals.
    • Public Education on Financial Planning
      Offers articles and resources to educate consumers on topics such as hiring a financial planner and selecting a qualified CFP® professional.
  • Financial Planning Advocacy 6 activities
    • Advocacy for Financial Planning Profession
      Engages in advocacy efforts at both state and federal levels, including CA State Advocacy day and meetings with elected representatives, to promote the recognition of CERTIFIED FINANCIAL PLANNER™ professionals and raise awareness of financial planning among lawmakers, consumers, and the media.
    • Advocacy for Financial Planning Profession
      Engages in advocacy efforts at local and state levels, including CA State Advocacy day, to promote the recognition of CERTIFIED FINANCIAL PLANNER™ professionals and create awareness of financial planning among lawmakers, consumers, and the media.
    • Advocacy for Financial Planning Profession
      Engages in advocacy efforts at local and state levels, including CA State Advocacy day, to promote the recognition of CERTIFIED FINANCIAL PLANNER™ professionals and create awareness of financial planning among lawmakers, consumers, and the media.
    • Advocacy for Financial Planning Profession
      Engages in advocacy efforts at local, state, and federal levels to promote the recognition of CERTIFIED FINANCIAL PLANNER™ professionals and raise awareness of financial planning among lawmakers, consumers, and the media.
    • Advocacy for Financial Planning Profession
      Engages in advocacy efforts at the state and federal levels, including participation in CA State Advocacy Day and biannual events to promote recognition of CFP® professionals and raise awareness of financial planning among lawmakers, regulators, and the public.
    • Advocacy for Financial Planning Recognition
      Engages in advocacy efforts at the state and federal levels, including CA State Advocacy Day and biannual coordination of advocacy events, to promote recognition of CFP® professionals among lawmakers and regulators.
  • Mentor Training and Support Programs 6 activities
    • Mentorship Program for Members
      Operates an ongoing mentorship program that supports members through guided professional development and peer engagement.
    • Mentorship Programming
      Operates a mentorship program for its members, fostering professional development and knowledge transfer within the financial planning community.
    • Mentorship Programming for Financial Professionals
      Operates a mentorship program for its members, supporting their professional development in financial planning.
    • Mentorship Programming for Financial Professionals
      Operates a mentorship program for its members, supporting their professional development in financial planning.
    • Mentorship Programming for Members
      Offers structured mentorship opportunities for members to support professional development and growth within the financial planning field.
    • Professional Development and Competency Building
      Offers learning programs and resources designed to build and enhance financial planning competencies among members.
  • Pro Bono Financial Planning Clinics 6 activities
    • Pro Bono Financial Literacy and Planning Events
      Organizes pro bono financial literacy days, workshops, and one-on-one financial planning sessions for underserved communities, including disaster-affected populations like Eaton Fire survivors.
    • Pro Bono Financial Literacy and Planning Events
      Organizes pro bono financial literacy days, workshops, and one-on-one financial planning sessions for underserved communities, including disaster-affected populations such as Eaton Fire survivors.
    • Pro Bono Financial Planning Services
      Organizes pro bono financial literacy days and clinics, offering one-on-one financial planning sessions or workshops for underserved individuals and specific communities, such as Eaton Fire survivors.
    • Pro Bono Financial Planning Services
      Organizes pro bono financial literacy days and clinics, offering one-on-one financial planning sessions or workshops for underserved individuals and specific communities, such as Eaton Fire survivors.
    • Pro Bono Financial Planning Services
      Organizes pro bono financial literacy days and clinics, offering one-on-one financial planning sessions or workshops for underserved individuals and specific communities, such as Eaton Fire survivors.
    • Pro Bono Financial Planning Services
      Organizes and produces pro bono financial literacy days, clinics, and one-on-one financial planning sessions for specific communities and underserved individuals, often in partnership with CERTIFIED FINANCIAL PLANNER™ professionals.
  • Member Benefits and Support Services 2 activities
    • Member Benefits and Discounts
      Offers members savings on various products and services, including insurance, technology, and marketing.
    • Member Benefits and Savings
      Offers members savings on various products and services, including insurance, technology, and marketing.
  • Uncategorized 8 activities
    • Chapter Member Spotlights
      Produces and shares video interview spotlights of chapter members for distribution through chapter communications and the chapter website to highlight their contributions and expertise.
    • Community Building for Financial Professionals
      Maintains a network of local chapters and online communities for members and produces video interview spotlights of chapter members to foster connection and knowledge sharing.
    • Community Outreach and Education Initiatives
      Organizes community outreach activities such as financial literacy events and non-financial civic activities like beach clean-ups to engage members and serve the public.
    • Community Outreach and Engagement
      Organizes community outreach activities such as literacy day events and beach clean-ups.
    • Community Outreach and Engagement
      Organizes community outreach activities such as literacy day events and beach clean-ups.
    • Community Outreach and Engagement
      Organizes community outreach activities such as literacy day events and beach clean-ups.
    • Member Career and Networking Infrastructure
      Maintains a job board and supports a network of local chapters and online communities to facilitate member engagement, career advancement, and professional connection.
    • Member Networking and Community Engagement
      Supports a network of local chapters and online communities to foster professional connections and community outreach, including events like beach clean-ups.
financials · form 990EZ · fy2022
revenue
Total revenue$59K
Contributions & grants——
Program service revenue$59K100%
Investment income——
Other revenue—
expenses
Total expenses$37K
Program expenses—
Admin / overhead—
Fundraising—
Salaries & benefits—
Grants paid out—
balance sheet
Total assets$42K
Cash—
Investments—
Liabilities—
Net assets$42K
2 years on record · 2021–2022 · YoY revenue +401.9%
leadership · form 990 part vii · fy2022

who runs it

board members · 5
  • DAVID TASSONE — Director
  • DAVID WESTERHOUT — Director
  • KATRINA SOELTER — Director
  • LA TANYA HARRIS — Director
  • TRACY CAVANAUGH — Director
relationships · 26

who they work with

  • American Association of Retired Persons (AARP) Partner — Lists as a helpful website for retired persons.
  • CFP Board of Standards Partner — Supports a "find a planner" function through "Let's Make a Plan".
  • California State Treasurer's Office Government — Lists CalHOPE, CalSAVERS, and CalABLE programs as helpful resources.
  • College Board Online Partner — Lists as a helpful website for academic preparation, college entry, and financial aid information.
  • Consumer Credit Counseling Service of Los Angeles Partner — Lists as a helpful website for personal money management difficulties.
  • Consumer Federation of America Partner — Lists as a helpful website for consumer advocacy and information.
  • Equalis Financial Partner — Board member Theresa Pablos is affiliated with Equalis Financial.
  • FPA of California Partner — Collaborates with the state-wide chapter on advocacy efforts.
  • FPA of Los Angeles Network — Local chapter of the Financial Planning Association
  • Federal Reserve of Dallas Partner — Lists "Building Wealth" as a helpful personal finance education resource.
  • Forward Wealth Management Partner — Board member Katerina Minevich is affiliated with Forward Wealth Management.
  • Full Circle Financial Planning Partner — Board member Gina Hagen is affiliated with Full Circle Financial Planning.
  • General Services Administration (GSA) Government — Lists as a helpful federal agency that publishes the Consumer Information Catalog.
  • Highline Wealth Partners Partner — Board member Jamie Rugg is affiliated with Highline Wealth Partners.
  • Kaplan Partner — Offers a discount on CFP Testing Materials.
  • LourdMurray Partner — Board member Gloria Garcia Cisneros is affiliated with LourdMurray.
  • National Association of Unclaimed Property Administrators (NAUPA) Partner — Lists as a helpful website for searching for unclaimed funds.
  • Noor Financial Services Partner — Board member Patrick Yaghoobians is affiliated with Noor Financial Services.
  • Premium Organization Government — Handles mail and administrative services for the Financial Planning Association of Los Angeles.
  • Premium Organization Partner — In care of mailing address provided for FPA of Los Angeles
  • Primeros Financial Partner — Board member Uziel Gomez is affiliated with Primeros Financial.
  • Rosenberg + Kawabata Law Partner — Board member Elliot Rosenbrg is affiliated with Rosenberg + Kawabata Law.
  • Strategic View Advisors Partner — Board member Shanelle Sua is affiliated with Strategic View Advisors.
  • UCLA Partner — Hosts events at UCLA.
  • US Bancorp Partner — Board member Jonathan Gruber is affiliated with US Bancorp.
  • WSJ Partner — Provides articles with tips for hiring a financial planner.