Financial Planning Association of the East Bay, CA:

Advancing the Financial Planning Profession in its Community

Recently Released!!!
Date Published: September 22, 2011
Summary PowerPoint Deck: 21 Slides
Reference PowerPoint Deck: 30 Slides

The Financial Planning Association of the East Bay, CA is based in in Concord, CA, and has 400 members. The Financial Planning Association of the East Bay, CA is led by its Chairman Nancy Hairsine and President Gordon Dunne. Its web site can be found at www.fpaeastbay.org.

The Financial Planning Association of the East Bay, CA's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:

  • Early Phase
  • Middle Phase
  • FPA Gold Level Phase
Its profile includes the key statistics of the firm, including offices, employees, assets under administration, revenues, & net profits.

Its profile includes detailed outlines of its core services:

  • Meetings
  • Publications
  • Community Service
And its profile concludes with the highlights of its organizational structure & ownership.




































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