FPA Puget Sound is excited to partner with Treehouse for Kids for a meaningful Pro Bono community service event. This is a great opportunity to give back, make a difference, and connect with fellow members.

About Treehouse for Kids: “Started in 1988, Treehouse is the only nonprofit in Washington state focused on the specific educational, material and financial needs of youth in foster care. Our approach is to walk alongside youth and support their unique needs. Together, we are creating a road to hope and possibility for youth in foster care in Washington state.”

After the event, we’ll keep the momentum going with a fun networking Happy Hour at Perihelion Brewery—your first drink is on us!



Come ready to serve, share, and socialize—we can’t wait to see you there! 

We're excited to announce that the 2026 FPA Puget Sound Symposium is set for Thursday, April 16, 2026! We’ll be returning to the stunning Seattle Summit Convention Center for this highly anticipated event—the largest gathering of financial planning professionals in the region. Join us for a day designed to inspire, educate, and bring our community together.

🎤 Keynote Speakers You Won’t Want to Miss

• Ed Slott, CPA – America’s IRA Expert and one of the most trusted voices in tax and retirement planning. He’ll deliver timely strategies and guidance to help you better serve your clients and prepare for the evolving financial landscape.
• Carl Richards – Author and creator of The Sketch Guy. Known for his ability to simplify complex financial concepts, Carl will challenge and inspire you with fresh perspectives on communication, client engagement, and the human side of financial planning.

What to Expect

Beyond our keynote sessions, the Symposium will feature a full day of engaging breakout sessions led by top industry professionals, covering timely topics across financial planning, investment strategies, tax, practice management, and more. You’ll walk away with actionable ideas you can immediately apply to your practice.

Networking Opportunities

Connect with peers, thought leaders, and solution providers throughout the day. From dedicated networking breaks to conversations in the exhibit hall, you’ll have ample opportunities to share ideas, build relationships, and expand your professional community.

📅 Save the Date & Register Now

Mark your calendar now for a day of learning, growth, and connection. Early-Bird registration discounts and group discounts now available!

We're thrilled to announce that the new and improved FPA MediaSource is now live! The platform, which connects FPA members with journalists working on financial planning-related stories, has been completely refreshed with a new look and a more intuitive, user-friendly interface. Additionally, participating members can now view their full history of media query responses. Learn more about FPA MediaSource and how you can take part!

FPA Puget Sound is thrilled to announce our newest pro bono partnership with Advisers Give Back, a nonprofit organization dedicated to expanding access to high-quality financial guidance.

This exciting collaboration will help us match more volunteer financial planners with individuals and families in need—directly aligning with our mission to uplift our communities through education, empowerment, and expert support.

Advisers Give Back is a 501(c)(3) non-profit pro-bono effort to provide a pro-bono for CFP professionals that is easy, turn-key and more useful for pro-bono clients. Rather than attempt to arrange in person meetings which are often a one-time event. AGB offers the ability to schedule meetings when you have availability, follow-up is provided by AGB staff, and it’s a national scale program you can find regular ongoing pro-bono work that works around your schedule. You simply set your pro-bono schedule on the website and AGB will assign meetings for you.

Why Advisers Give Back?

Advisers Give Back offers a secure, scalable platform that makes it easier than ever for CFP® professionals to deliver pro bono planning from anywhere—on your schedule, with built-in tools and guidance.

What this means for you:

New opportunities to volunteer virtually

Streamlined onboarding and support

A powerful way to give back—one conversation at a time

We believe this partnership will make a lasting difference—not only for those we serve, but for the financial planning profession as a whole.

Ready to Get Involved? Sign Up Today!

Join us in making an impact. Learn more about doing pro-bono through AGB

For referring pro-bono clients in the Puget Sound area:

FPA of Puget Sound partnership - Advisers Give Back

Qualifications:

Less than $250k investable assets

Income under $100k for individuals and $150k for couples

FPA is excited to offer members 10% off the innovative MRI Core, a breakthrough tool that uncovers the psychological and behavioral drivers behind client financial decisions. By integrating MRI Core into your practice, you can deepen client engagement, build stronger trust, and tailor recommendations that align with each client’s true comfort with risk. Start transforming your client conversations and planning outcomes today. Try it here, or contact Dr. Charles Chaffin at DrCharles@moneyandriskinventory.com for firm pricing.

Welcome Our Newest FPA Puget Sound Members

We are proud to announce and warmly welcome our newest members to the FPA Puget Sound community! Your decision to join us marks the beginning of an exciting journey together, filled with opportunities for networking, professional development, and collaboration. As part of our organization, you will have access to a wealth of resources, events, and a supportive community of financial planning professionals. We encourage you to get involved, participate in our upcoming events, and connect with fellow members. Together, we can continue to advance the financial planning profession and make a positive impact in our community. Welcome!

Akindeji Bakinde

Brian Drumhiller, CFA, CFP®

Capital Advisors Wealth
Management

Carla Avendano, CSRIC®

Laird Norton Wetherby

Cody Reaves, CFP®

Laird Norton Wetherby

John Haley

Duncan & Haley, Ltd.

Kate Donnelly, CFP®

Laird Norton Wetherby

Nayeli Sanchez, CFP®

Laird Norton Wetherby

Nik Grosch, CFP®

Elliott Cove

Celebrating Member Milestones

At FPA of Puget Sound we are proud to celebrate the dedication and commitment of our members as they reach significant membership milestones. Your continued involvement strengthens our community, inspires others, and contributes to the ongoing success of our profession. Thank you for your invaluable contributions, and here's to many more years of growth and success together!