Allied Professionals Volunteer Opportunities

The Allied Professionals Committee creates connection between financial planning professionals in all areas, whether CFP® professional, banker, CPA, Enrolled Agent, insurance representative, attorney, or other. We promote skills necessary to collaborate in a team approach to serve mutual clients. The committee actively reaches out to allied professionals to educate them about the importance of financial planning and the role of CFP® Professionals.

Would you like to:

  • Collaborate with attorneys, CPAs, Enrolled Agents, insurance professionals, and bankers
  • Suggest speakers or topic ideas for the OC Tax and Financial Forum
  • Be involved in hosting mixers and welcoming guests

Learn more by contacting the Allied Professionals Committee.