Silicon Valley Chapter Of The Financial Planning Association

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 770381724 ✦ Santa clara, CA ✦ Designated as a 501(c)(6)

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Overview

What is Silicon Valley Chapter Of The Financial Planning Association?

The Silicon Valley Chapter of the Financial Planning Association is a nonprofit organization situated in Santa Clara, California. Their primary mission is to increase public understanding of the significance of financial planning and foster professional development through education, networking, and mentoring. They cater specifically to new planners in the industry, offering career advancement programs that provide networking and mentorship opportunities. Furthermore, they extend their influence to the community, advocating for the merits of financial planning and collaborating with financial advisors.


Official website here: www.fpasv.org

Is Silicon Valley Chapter Of The Financial Planning Association legitimate?

Silicon Valley Chapter Of The Financial Planning Association is a legitimate nonprofit organization registered as a 501(c)(6) entity. Silicon Valley Chapter Of The Financial Planning Association submitted a form 990EZ, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Official website here: www.fpasv.org

What is the mission statement of Silicon Valley Chapter Of The Financial Planning Association?

The Silicon Valley Chapter of the Financial Planning Association is committed to raising public understanding of the significance of the financial planning process and fostering professional development through education, networking, and mentoring. This chapter specifically focuses on aiding new planners in their careers by offering programs that encourage networking and mentorship opportunities. Furthermore, the organization extends its influence to the community, promoting the advantages of collaborating with a financial planner. The mission of the Silicon Valley Chapter of the Financial Planning Association is to enhance the financial planning profession and empower individuals by providing them with the necessary resources and support.


Official website here: www.fpasv.org

Who is the CEO of Silicon Valley Chapter Of The Financial Planning Association?

Chris Acker is the President of Silicon Valley Chapter Of The Financial Planning Association.


Official website here: www.fpasv.org

What is the revenue of Silicon Valley Chapter Of The Financial Planning Association?

Silicon Valley Chapter Of The Financial Planning Association's revenue in 2022 was $37,565.


Official website here: www.fpasv.org

Who are the executives of Silicon Valley Chapter Of The Financial Planning Association and what are their salaries?


Here are 9 key members and their salaries:


Tonia Forbus (Executive Dir.)
  • Compensation: $0
  • Related: $0
  • Other: $0
Trinh Kabbabe (Treasurer/Secty)
  • Compensation: $0
  • Related: $0
  • Other: $0
Elizabeth Boatright (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jennipher Lommen (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Curt Weil (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Todd Barney (Chairman)
  • Compensation: $0
  • Related: $0
  • Other: $0
Chris Acker (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
John Nejedly (President-Elect)
  • Compensation: $0
  • Related: $0
  • Other: $0
Michael Gallagher (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.fpasv.org

Where can I find the form 990EZ for Silicon Valley Chapter Of The Financial Planning Association?

Silicon Valley Chapter Of The Financial Planning Association's most recent form 990EZ was submitted in 2022 and can be accessed here.


Official website here: www.fpasv.org

Learn more at the official website: www.fpasv.org

Mission Statement of Silicon Valley Chapter Of The Financial Planning Association

The Silicon Valley Chapter of the Financial Planning Association is committed to increasing public understanding of the importance of the financial planning process. This organization strives to foster professional development by offering educational programs, networking opportunities, and mentorship to its members. Particularly, it focuses on supporting new financial planners in their careers. Moreover, the Silicon Valley Chapter extends its mission beyond its membership, reaching out to the community to advocate for the benefits of financial planning and collaborating with financial planners. By doing so, it aims to promote financial wellness and empower individuals in their financial decision-making.

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Impact




October, 2024

The Silicon Valley Chapter of the Financial Planning Association plays a significant role in enhancing public awareness of financial planning, emphasizing its importance in achieving financial goals. Through educational initiatives, it fosters professional growth, equipping financial planners with the knowledge and skills needed to excel in the industry.

The chapter actively supports new planners by providing career development programs focused on networking and mentorship, ensuring that emerging professionals receive guidance and resources to navigate their careers effectively. This not only strengthens the financial planning community but also elevates the overall standard of financial advice available to the public.

Moreover, the chapter reaches out to the local community, promoting the benefits of collaborating with a financial planner. By emphasizing the value of financial planning, it helps individuals and families understand how comprehensive financial strategies can lead to improved financial health and resilience. Overall, the impact of the Silicon Valley Chapter of the Financial Planning Association is felt through its commitment to education, professional development, and community engagement in financial planning.




This information is meant to be a general summary of Silicon Valley Chapter Of The Financial Planning Association. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$37,565 (2022)
Expenses
$50,176 (2022)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2022.

  • Investment Income: $16
  • Program Service Revenue: $8,837
  • Gross Receipts: $37,565

Assets and Liabilities:

  • Total Assets: $67,273
  • Total Liabilities: $0
  • Net Assets: $67,273

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Organization Details

Principal Officer

Chris Acker

Main Address

PO BOX 3530, SANTA CLARA, CA, 95055

NTEE Category

Code: S41 - Community improvement

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