activities · 25
what they do
direct service · 16
- CFP Certification Support Resources Financial Planner Referral & Certification SupportProvides information on CFP Certification Scholarships and educational resources to support individuals pursuing certification.
- CFP Certification Support and Scholarships Financial Planner Referral & Certification SupportProvides information and resources on CFP Certification Scholarships to support individuals pursuing certification.
- Career Resources for Financial Professionals Financial Planner Referral & Certification SupportMaintains 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.
- Community Outreach and Education Initiatives Charity Sports & Recreation TournamentsOrganizes community outreach activities such as financial literacy events and non-financial civic activities like beach clean-ups to engage members and serve the public.
- Consumer Access to Qualified Financial Planners Financial Planner Referral & Certification SupportMaintains 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 Financial Planner Referral & Certification SupportOffers 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 Tools for Finding CFP® Professionals Financial Planner Referral & Certification SupportOperates the "Planner Search" tool and supports the "Let's Make a Plan" initiative to help consumers locate qualified CERTIFIED FINANCIAL PLANNER™ professionals.
- Job Board and Career ResourcesMaintains a job board to support career advancement and employment opportunities for financial planning professionals.
- Member Career and Networking InfrastructureMaintains 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 Member-Focused Social & Recreational EventsSupports a network of local chapters and online communities to foster professional connections and community outreach, including events like beach clean-ups.
- Member Practice Support and Benefits Financial Planner Referral & Certification SupportProvides CERTIFIED FINANCIAL PLANNER™ professionals with practice support, learning resources, networking opportunities, and discounts on insurance, technology, marketing, and Kaplan CFP exam materials.
- Member Practice Support and Benefits Financial Planner Referral & Certification SupportProvides CERTIFIED FINANCIAL PLANNER™ professionals with practice support, learning opportunities, networking, and discounts on insurance, technology, marketing, and Kaplan CFP exam materials.
- Pro Bono Financial Literacy and Planning Events Financial Literacy Education & CoachingOrganizes 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 Literacy and Planning Events Financial Literacy Education & CoachingOrganizes 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 Planning Services Financial Literacy Education & CoachingOrganizes 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.
- Public Education on Financial Planning Financial Planner Referral & Certification SupportOffers articles and resources to educate consumers on topics such as hiring a financial planner and selecting a qualified CFP® professional.
advocacy · 3
- Advocacy for Financial Planning Profession Professional Standard PromotionEngages 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 Profession Professional Standard PromotionEngages 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 Recognition Professional Standard PromotionEngages 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.
capacity building · 6
- Community Building for Financial ProfessionalsMaintains a network of local chapters and online communities for members and produces video interview spotlights of chapter members to foster connection and knowledge sharing.
- Mentorship Program for Members Mentorship Program Development & SupportOperates an ongoing mentorship program that supports members through guided professional development and peer engagement.
- Mentorship Programming for Financial Professionals Mentorship Program Development & SupportOperates a mentorship program for its members, supporting their professional development in financial planning.
- Mentorship Programming for MembersOffers structured mentorship opportunities for members to support professional development and growth within the financial planning field.
- Professional Development and Competency BuildingOffers learning programs and resources designed to build and enhance financial planning competencies among members.
- Professional Development and Support for Financial Planners Financial Planner Referral & Certification SupportProvides 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.
strategies · 12
how they think
Theories of action extracted from this org's own source material. Click any to see the full field of orgs running the same approach.
- Advocacy for the Financial Planning Industry and Public Policy advocacy_and_relationship_buildingThe organization advocates for the financial planning industry by raising awareness of public policy issues, building relationships with elected representatives and regulatory bodies, and supporting initiatives like title protection and financial literacy in schools.
- Advocating for the Financial Planning Profession and Public Policy advocacy_and_ethical_standardsThe organization advocates for the financial planning industry by raising awareness of public policy issues, building relationships with elected representatives and regulatory bodies, and supporting initiatives like title protection and financial literacy in schools, while also promoting ethical standards to benefit the public.
- Advocating for the financial planning profession and public financial literacy advocacy and community educationThe organization advocates for the financial planning industry by engaging with policymakers, promoting title protection, and supporting financial literacy initiatives in schools, while also providing resources and education to the public to encourage responsible financial decision-making.
- Empowering financial professionals through education, networking, and ethical standards professional development and ethical standards promotionThe organization empowers financial professionals by offering education, networking opportunities, and advocating for high ethical standards, which ultimately benefits the public by ensuring competent and ethical financial planning services.
- Facilitating Pro Bono Financial Planning Services pro_bono_service_facilitationThe organization organizes and executes opportunities for its members to provide pro bono financial planning services, thereby serving the local community and extending financial expertise to those in need.
- Facilitating pro bono financial planning to serve the community pro bono service facilitationThe organization organizes and executes opportunities for its members to provide pro bono financial planning services, directly benefiting the local community.
- Fostering Professional Development and CommunityThe organization supports the success and professional development of its members through education, networking, and community building, enabling them to better serve the public and strengthen the financial planning profession.
- Fostering Professional Development and Community through Mentorship and Networking mentorship_and_networkingThe organization supports the success and professional development of its members by providing mentorship programs that match mentees with mentors for career guidance, facilitating mentee-driven relationships, and fostering peer networking and community building to strengthen practices and bolster the profession.
- Fostering professional growth and community through mentorship mentorship programThe organization facilitates mentorship relationships, particularly mentee-driven ones, to provide guidance across various career stages within the financial planning profession, thereby supporting professional development and building a strong, ethical community.
- Mentee-Driven Mentorship for Career Growth mentee_driven_mentorshipThe organization facilitates mentorship relationships where mentees lead the agenda and expectations, providing guidance for various career stages from students to established practitioners, thereby supporting professional growth and practice development.
- Promoting Financial Literacy and Community Service financial_literacy_and_pro_bonoThe organization promotes financial literacy and responsible financial decision-making within the community by providing helpful tools and information to consumers and by organizing pro bono financial planning opportunities for its members to serve the local community.
- Promoting Financial Literacy and Ethical Standards for Public BenefitThe organization promotes financial literacy and responsible financial decision-making within the community, while also ensuring that financial planning is delivered through competent and ethical financial planners, ultimately benefiting the public.
named programs · 4
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
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.