The FPA Pro Bono Program connects passionate financial planning practitioners to individuals, families, and communities in need. Are you interested in providing pro bono services? Our association is striving to connect interested FPA members with organizations in need of assistance.

Pro Bono Opportunities to Give Back:

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Become a Helpline Volunteer

Make a Difference. Offer Your Services Pro Bono and Sign Up to Volunteer.

The Savvy Ladies Free Financial Helpline supports women by arranging 1:1 phone consultations with a pro bono financial adviser who addresses their self-identified needs.  Volunteers are CFPs™, CPAs, ChFCs, CLUs, EAs, CSLP®s, CDFA®’s, MSFSs or MBAs (with Financial Planning concentration).

Savvy Ladies serves all women and provides unbiased, independent advice with no solicitations. Savvy Ladies is addressing the needs of the community we serve as we see the rising demand to educate women and help them achieve financial stability.

Join us and become a Savvy volunteer today. All Savvy Ladies volunteers are automatically covered by our pro bono E&O liability insurance.

Learn More

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The Benefits of Providing Pro Bono Services:

By opening up your company for pro bono services, you help individuals and families who are striving to build assets and improve their lives. By sharing our professional expertise, you are strengthening ties with your community while also:

  • Giving vulnerable members of our communities a helping hand
  • Gaining more professional experience
  • Strengthening your company's visibility
  • Having the chance to report hours to the CFP® Board
  • Becoming a leader and inspiration for others in the industry

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How to participate as an FPA Member:

If you are interested in being a part of our pro bono opportunities, you can reach out to our FPA Philly Pro Bono Director, Celeste Revelli, CFP®, BFA™, CSM®, CSPO®, and she would be happy to connect you with some of our active opportunities.