FPA of Puget Sound is Your Partner in PlanningTM

FPA of Puget Sound is one of the nation’s largest and most preeminent organizations for financial planning professionals. With over 400 members FPA of Puget Sound serves the financial planning professionals from Oregon to the Canadian Border and east to the Tri-Cities.

FPA of Puget Sound promotes the value of financial planning. It provides educational and networking opportunities for financial planning professionals in the Puget Sound region. Each year FPA of Puget Sound holds several chapter meetings, social hours, one Annual Symposium, and one Ethics meeting. Please refer to our Calendar of Events for the most recent event information and join one of our social media groups (TwitterFacebookor LinkedIn) to keep updated and to participate online with FPA of Puget Sound.

Connect with FPA of Puget Sound

2024 FPA Puget Sound Symposium

Save the date! See you at Summit - May 9, 2024
Learn more

FPA Puget Sound News

Keep up with the latest news from FPA Puget Sound.
Check out the latest publication
Woman sitting and smiling while shaking hands across table.

Pro Bono & Community Outreach

Connecting underserved and at-risk communities with pro bono financial planners.
Learn more

Member Benefits

Click below for specific links that we think would be beneficial to you as a member.
CLICK HERE to take advantage of FPA membership benefits

Sponsorship Opportunities

Partner with FPA of Puget Sound. Learn about the ways you can support our chapter. We welcome your involvement.
CLICK HERE to learn more about partnering with us
2 people presenting, with white board in background

Speaker Presentations

Recent event handouts & presentation materials
CLICK HERE to access speaker presentations
Austin Career Center pic

Career Center

Post job openings, find potential candidates, search openings. The online Career Center is a free benefit for FPA members.
CLICK HERE for more information

NexGen Community

Our NexGen Community is a sub-community of FPA geared toward aspiring and early-career CFP® professionals. This is a place where those who are still learning and growing as professionals can come to network and learn from those who have gone before us.
Learn more
Person looking at papers on desk

Benefits of Membership

FPA of Puget Sound is here for you, wherever your are in your career.
Learn more

Suggest a Speaker

If you have a speaker whom the programs committee should consider, please submit via the online form.
Click Here to Submit


Bart Housman bhousman@ftadvisors.com
Max Kaiser m.kaiser@saturna.com Gus Grefthen gog@saturna.com
Austin Clouse, CIMA clousa1@nationwide.com