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Covid-19 Pro Bono Financial Planning Program

Providing access to financial planning services on a pro bono basis during the crisis.

​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.

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.

ARIZONA

CALIFORNIA

COLORADO

CONNECTICUT

DELAWARE

FLORIDA

GEORGIA

ILLINOIS

INDIANA

MARYLAND

MASSACHUSETTS

MINNESOTA

NEW HAMPSHIRE

NEW JERSEY

NEW YORK

NEVADA

NORTH CAROLINA

OHIO

PENNSYLVANIA

RHODE ISLAND

TENNESSEE

TEXAS

UTAH

VIRGINIA

WASHINGTON

WISCONSIN

* 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​.