Members of the Financial Planning Association® (FPA®) have been committed to supporting underserved communities by providing access to financial planning services on a pro bono basis. This commitment has been a hallmark of the association since the turn of the century with the 9/11 tragedy and continues to this day - with the realities of COVID-19 - through the hard work and passion of our members and chapters across the country.
To support underserved* individuals who are going to be most impacted financially by COVID-19 and the economic turmoil it is causing, many FPA members are providing short-term, no-strings-attached financial planning guidance to those who need it. In the coming days, we will update this page with links to chapters as well as their local community partners of which their respective Pro Bono team serves.
In addition to the individuals listed below, underserved individuals will have a resource within the local FPA chapters and should reach out to the community organization to gain access to additional pro bono volunteers.
The FPA members below are CERTIFIED FINANCIAL PLANNER professionals and have completed a pro bono training course through the association. If you think you can use some guidance, reach out and if they feel they can help you, they will. If you engage a pro bono financial planner below, they will ask you to complete a letter of engagement that outlines what is entailed in the pro bono relationship and the expectations of all parties. The following list will be updated as more financial planners opt-in to provide pro bono assistance.
And be sure to access the e-book "Navigating the New Reality: Covid-19, Market Turmoil and Your Financial Well-Being." This e-book, with ideas shared by several FPA members, provides steps you can take now to ensure you are navigating this extraordinary time.
If you're an FPA member and want to volunteer to help in this important effort, we want to hear from you! Please contact FPA Director of Pro Bono Kurt Kaczor to let us know and to learn about the eligibility requirements.
Want to donate? Right now, DOUBLE your donation to the FFP COVID-19 Financial Resilience Fund. Charles Schwab Foundation is matching all gifts or multi-year pledges dollar-for-dollar, up to a total of $500,000.
ARIZONA
- Angela M. Caballero, CFP®
www.ascensioncp.net | angela@ascensioncp.net
Tucson, AZ | 520-955-2727
CALIFORNIA
- John Lee, CFP®
www.massmutual.com/ | JohnMarkLee@financialguide.com
Fremont, CA | 650-319-8210 - Morgan Christen, CFP®
morgan@spinninvest.com
Newport Beach, CA | 949-396-6703 - Hannah Depew, CFP®
www.truuwaterfinancial.com | hannah@truuwaterfinancial.com
San Diego,CA | 858-764-3811 - Michael Hansen, CFP®
www.frontierwealthstrategies.com | Michael@FrontierWealthStrategies.com
Walnut Creek, CA | 925-390-3971 - Jamie Rugg, CFP®
www.charlesworthrugg.com | jamie@crugg.com
West Hollywood, CA | 424-225-1141 - Ciano Villaquiran, CFP®
www.curofp.com | cvillaquiran@financialguide.com
San Diego, CA | 626-320-6391 - Ariadne Horstman, CFP®
www.appreciatefinance.com | ariadne@appreciatefinance.com
Palo Alto, CA | 650-687-7089 - Katrina Soelter, CFP®
www.kcswealth.com | katrina@kcswealth.com
Los Angeles, CA | 310-734-4740 - John Manocchio, CFP®
www.myadvisor.wradvisors.com | jmanocchio@wradvisors.com
Truckee, CA | 530-412-3757 - Abraham Martinez, CFP®
www.briofg.com | abraham@briofg.com
San Francisco, CA | 707-688-0321 - Steven Fox, CFP®
www.nextgenfinancialplanning.com | Steven@NextGenFinancialPlanning.com
San Diego, CA | 619-363-5187 - Mike Alves
www.vidapw.com | team@vidapw.com
Pasadena,CA | 626-993-6723 - Adam Govani, CFP®
www.summitry.com/team/adam-govani-cfp/ | adam@summitry.com
San Mateo, CA | 650-212-2240
COLORADO
- Karl Frank, CFP®
www.assetsandincome.com | karl@assetsandincome.com
Denver, CO | 303-690-5070 - Nathan Sumner, CFP®
www.nsumner.wradvisors.com | nsumner@wradvisors.com
Denver, CO | 720-613-6160
CONNECTICUT
- Geoffrey Kanner, CFP®
www.kannerfinancialserices.com | Geoff@KannerFinancialServices.com
North Haven, CT | 203-239-5370 - Tony Brown, CFP®
www.abundant-wealth.com | tony@fabrownwealth.com
Stamford, CT | 203-661-3441
DELAWARE
- Ken Nuttall, CFP®
www.blackdiamondwealth.com | ken@kennuttall.com
Wilmington, DE | 302-893-7985
FLORIDA
- Michael Hennessy, CFP®
www.harborcrestwealth.com | mike.hennessy@harborcrestwealth.com
Fort Lauderdale, FL | 954-210-7890 - Christian Stearns, CFP®
www.contewealth.com | cstearns@contewealth.com
Fort Myers, FL | 239-288-4237 - Bill Drexler
yourfcg.com | bill@yourfcg.com
Rockledge, Florida | 321-735-4994 - Laura L. Thompson
www.lauraleethompson.com | laurathompson@gwnsecurities.com
Lake City, FL 321-414-8936
GEORGIA
- LaToya Maddox, CFP®
www.latoyamaddox.com | Latoya@latoyamaddox.com
Marietta, GA | 678-892-6988 - Lee Pence, CFP®
www.pencefinancialweb.net | lee@pencefinancialweb.net
Woodstock, GA | 678-354-9353 - Matthew Travis
www.investrya.com | mtravis@ryaltd.com
Augusta, Georgia | 706-739-0725
ILLINOIS
- Raymond Giese, CFP®
www.cfpathways.com | ray@cfpathways.com
Arlington Heights, IL | 847-915-0695 - Tess Zigo, CFP®
www.emergews.com | Tzigo@wradvisors.com
Lisle, IL | 630-864-1068 - Tammy Wener, CFP®
www.rwfinancialplanning.com | twener@rwfinancialplanning.com
Lincolnshire, IL | 847-777-0272 - Tim McGrath, CFP®
www.riverpointwealth.com | mcgrath@riverpointwealth.com
Chicago, IL | 312-239-1330 - Brian Levy, CFP®
www.zimwealth.com | Blevy@Zacks.com
Chicago, IL | 773-972-9576
INDIANA
- Edward Wildermuth, CFP®
www.ioms.com | ed@ioms.com
Indianapolis, IN | 317-324-8018 - Tom Calkusic
thomas.x.calkusic@ampf.com
Indiana | 219-926-4501
KANSAS
- Jason Anderson, CPA, CFP®
www.gradmetrics.com | jason@gradmetrics.com
Overland Park, KS | 816-601-2002
MARYLAND
- Marguerita Cheng, CFP®
www.blueoceanglobalwealth.com | mcheng@blueoceanglobalwealth.com
Gaithersburg, MD | 301-502-5306 - Steven Dengler, CFP®
www.mosaicassetpartners.com | steven@mosaicassetpartners.com
Towson, MD | 410-821-0089
MASSACHUSETTS
- Maura Griffin, CFP®
www.bluesparkfinancial.com | mg@bluesparkfinancial.com
Lenox, MA | 212-537-3999 - Luke Neumann, CFP®
www.crestwoodadvisors.com | lneumann@crestwoodadvisors.com
Boston, MA | 617-226-0028 - Patrick Phelan, CFP®
HyannisMApphelan@ft.newyorklife.com
Boston, MA | 508-362-2915 - Shaun Erickson, CFP®
www.spcfo.com | shaun.erickson@spcfo.com
Boston, MA | 617-600-0511
MINNESOTA
- Suzette Rothberg, CFP®
DelanoMNSuzette.rothberg@nwasset.com
Delano, MN | 763-515-0206 - Travis Apollo Haage, CFP®
www.apolloworksfinancial.com | travis@apolloworksfinancial.com
Saint Paul, MN| 651-571-0556
NEW HAMPSHIRE
- Kristina George, CFP®
www.northstarfp.com | kristina@northstarfp.com
Windham, NH| 603-458-2776
NEW JERSEY
- John J. Crosby, CFP®
JCrosby@Individual-Financial-Services.com
Manasquan, NJ| 732-706-0912 - Gaurang (GP) Pandya, CFP®
www.alliedwealthpartners.com | gpandya@alliedwealthpartners.com
Martinsville, NJ| 732-630-7912
NEW YORK
- Adam Kozak, CFP®
www.kplfg.com | AKOZAK@kplfg.com
Eastchester, NY| 914-222-9695 - Jennifer Kang, CFP®
Jennifer_kang@ml.com
New York, NY| 718-431-5724 - Carol O'Rourke, CFP®
www.shorfinancialwellness.com | Carol@shorfinancialcoach.com
New York, NY| 917-902-0685 - Robert Hernandez, CFP®
www.financialplannerny.com | rhernandez@FinancialPlannerNY.com
New York, NY| 866-506-9336 - Matthew Ricks, CFP®
www.ameripriseadvisors.com/matthew.g.ricks | matthew.g.ricks@ampf.com
New York, NY| 917-409-7878 - James Lee, CFP®
www.leemgt.com | jameslee@leemgt.com
Saratoga Springs, NY| 518-580-0088 - Brett A. Koeppel, CFP®
www.eudwealth.com | brett@eudwealth.com
Buffalo, NY| 716-362-1182 - Lou Abrams, CFP®
www.fisecal.com | lou.abrams@fisecal.com
New York, NY| 570-604-3903 - Anora Gaudiano, CFP®
www.wealthspire.com | anora.gaudiano@gmail.com
New York, NY| 917-932-3069 - Robert End, CFP®
www.retirable.com | tyler@retirable.com
New York, NY| 414-788-0023
NEVADA
- Joshua M. Flatley, CFP®
www.xvector.ltd | josh.flatley@xvector.ltd
Reno, NV| 775-453-0010
NORTH CAROLINA
- Bray Creech, CFP®
www.joeladamsasheville.com | bray.creech@raymondjames.com
Asheville, NC| 828-251-9700
OHIO
- Sana Haque, CFP®
www.gianolafinancial.com | sana@gianolafinancial.com
Columbus, OH | 614-340-0770 - Kristen Buchanan, CFP®
www.cincinnatiinvestmentadvisors.com | Kristen.Buchanan@lpl.com
Chester, OH | 513-575-3930
PENNSYLVANIA
- Dawn Santoriello, CFP®
www.dsfinancialstrategeis.com | dawn@dsfinancialstrategies.com
King of Prussia, PA | 215-660-0288
RHODE ISLAND
- Nathan Beauvais, CFP®
www.sowafinancial.com | nbeauvais@sowafinancial.com
Lincoln, RI | 401-434-8090
TENNESSEE
- Leona Edwards, CFP®
leona.edwards@marinerwealthadvisors.com
Nashville, TN | 615-673-7795 - Robert Bolen, CFP®
www.touchstonepathway.com | Bob@touchstonepathway.com
Franklin, TN | 615-268-9531
TEXAS
- Tim Griesdorn, CFP®
www.uiw.edu/hebsba/faculty/tim_griesdorn | griesdor@uiwtx.edu
San Antonio, TX | 806-535-8888 - Melissa Brennan, CFP®
www.arsprivatewealth.com | melissa@arsprivatewealth.com
Plano, TX | 877-272-2201
UTAH
- Joshua Bush, CFP®
BushFinancialPlanning@gmail.com
North Salt Lake, UT | 703-984-9490
VIRGINIA
- Joseph Stemmle, CFP®
RichmondVAstemmlejr@vcu.edu
Richmond, VA | 804-304-4807 - Paul Spencer, CFP®
RichmondVAsantafepaul101@gmail.com
Richmond, VA | 804-937-8617 - Christopher Woods, CFP®
www.lifepointfinancialgroup.com | chris@lifepointfinancialgroup.com
Alexandria, VA | 571-357-5399 - Weslie Green, CFP®
www.ameripriseadvisors.com/weslie.green | weslie.green@ampf.com
Midlothian, VA | 804-419-2542
WASHINGTON
- Stephanie Shinn, CFP®
Stephanie@fa-partners.com
Tacoma, WA | 253-882-6475 - Todd Koyama, CFP®
www.selkirkwealth.com | todd@selkirkwealth.com
Spokane, WA | 509-270-2886 - Terry Bradford-Crane, CFP®
www.peaceofmindwaypoints.com | terry@peaceofmindwaypoints.com
South Colby, WA | 805-407-1694 - Christine Opp, CFP®
www.freestonecapital.com | christine.o@freestonecapital.com
Seattle, WA | 206-707-7342
WISCONSIN
- Chad Nehring, CFP®
www.ontrackadvisor.com | chad@ontrackadvisor.com
Appleton, WI | 920-731-9500 - Jeffrey Schouten, CFP®
www.annexwealth.com | jschouten@annexwealth.com
Mequon, WI | 414-975-6016 - Deanne Phillips, CFP®
dphillips@annexwealth.com
Elm Grove, WI | 262-786-6363
* Underserved is defined as low-income individuals and families, military personnel/veterans, domestic violence survivors; people affected by natural disasters, serious medical crises, bankruptcy, etc.
Certified Financial Planner Board of Standards, Inc. ("CFP Board"), a 501(c)(3) organization that is independent of the Financial Planning Association, grants the CFP® certification to CERTIFIED FINANCIAL PLANNER™ professionals in the United States. CFP Board owns the trademarks CFP® and CERTIFIED FINANCIAL PLANNER™.
You may find additional information about this individual through FINRA's BrokerCheck and the SEC's Investment Adviser Public Disclosure databases, which are free tools that may be used to conduct additional research on the background and experience of CFP® professionals and those who held the CFP® certification at one time, including with respect to employment history, regulatory actions, and investment-related licensing information, arbitrations, and complaints.
FPA does not provide financial advice or Certified Financial Planner™ referrals.