The all-new FPA PlannerSearch® is live, and it's built for consumers who search by niche, life event, and approach (and the AI tools asking on their behalf). Your profile puts your specialty, your best advice, and a video intro in your own voice front and center, then adapts to each reader's situation so the right clients recognize themselves in you. Inquiries come straight to you, bot-screened, with the consumer's situation already attached. It's included with FPA membership, takes 20 minutes to set up, and one good-fit client pays your dues many times over. 

This course takes place VIRTUALLY only and it qualifies for 2 CFP Ethics CE. 

Join our host, Charles Garcia, JD, CFP® for your required 2-hours of CFP Ethics. This course fulfills the 2 hour CFP Board of Standards Ethics requirement. It does not qualify for CPA, CIMA, AIF, IAR or other designations. 

As part of CFP® certification, all CFP® professionals commit to uphold the high standards outlined in the Code of Ethics and Standards of Conduct. This helps give clients confidence they're partnering with a financial advisor who will put them on the path to a secure future. The CFP Board's Code of Ethics and Standards of Conduct requires CFP® professionals to uphold the principles of integrity, objectivity,

competence, fairness and confidentiality. They make a commitment to put their clients' interests first at all times when providing financial advice.



CFP Ethics CE will be submitted to the CFP Board of Standards by FPA San Antonio/South Texas. 

Staying ahead in the business world is crucial for success, and what better way to do that than by gaining insights from reputable authorities? By bookmarking the FPA Business Hub, you'll gain access to a wealth of knowledge to help you stay informed and make better decisions for your business. Don't miss out on this opportunity to stay ahead of the curve. Visit www.fpahub.org today and start taking your business to the next level!

Come and go as your schedule allows! Hosted by FPA NexGen, this casual networking event is open to all FPA members and financial professionals. If you are a new and aspiring financial planner, this is a great opportunity to connect with peers and hear insights from planners with decades of experience. We'll provide the coffee, and food will be available for purchase.



Coffee TAB, 211 Lenora St., Suite A, Seattle, WA 98121

FPA Puget Sound is looking for volunteers to make a meaningful difference in our community by participating in FPA Puget Sound Volunteer Day - hosted by the FPA Pro Bono Team - at Hopelink on Friday, December 4, from 12:30 p.m. to 2:30 p.m.

As financial planning professionals, we have the unique opportunity to use our knowledge and expertise to help individuals and families gain greater financial confidence and move toward a more secure future. Whether you're an experienced pro bono volunteer or participating for the first time, your time and guidance can have a lasting impact.

To thank our volunteers, a complimentary light lunch will be provided for those who are able to arrive by 12:00 p.m. This is a great opportunity to connect with fellow FPA members before the event begins.

We encourage you to join us in giving back to our community through this rewarding volunteer opportunity. Even a few hours of your time can make a significant difference in the lives of those seeking financial guidance.

Save the Date for the

2027 FPA Puget Sound Symposium!

Join us at the FPA Puget Sound Symposium—the region’s premier gathering of financial planning professionals—for a full day of insight, strategy, and inspiration designed to elevate your practice and expand your impact. Connect with peers, earn valuable CE credits, and gain actionable insights you can implement immediately. Whether you're looking to sharpen your technical expertise, strengthen client relationships, or stay ahead of industry change, the FPA Puget Sound Symposium is the must-attend event of the year.

We're excited to welcome back Carolyn McClanahan, MD, CFP® of Life Planning Partners and Russell Kroeger, CFP® of Trayecto to Seattle as our two exceptional keynote speakers.

A third keynote to be announced soon!

Online registration + early bird rates + group discounts --- ALL COMING SOON!

FPA LIVE: What Actually Works in Business Development Today?

Business development in financial services has changed. The tactics that built practices a decade ago are producing diminishing returns, and most financial planners know it. In this episode of FPA LIVE, we're joined by Julie Johnson, founder of XY Communication and a former Smith Barney advisor who managed more than $1 billion in AUM, to talk about what's actually working in business development today, what has stopped working and why, and what planners need to do differently to build sustainable growth. Julie has lived on both sides. She built a practice the hard way, learned what communication and trust really require, and now spends her time helping financial professionals and their teams do it better.



View the FPA LIVE video

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!

Christopher Bell

Nicole Burdick, CFP® I Savvy Wealth


Margo Godersky


Briana Gutierrez Canales I Bear Mountain Capital

Celebrating Member Milestones in October

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!