Overview
What is Fpa Of Oregon And Sw Washington?
Fpa Of Oregon And Sw Washington is a nonprofit organization dedicated to promoting and enhancing the field of financial planning. They uphold the importance of the CFP mark and strive to serve the public by assisting them in achieving their financial objectives. The organization conducts educational events, such as the August CE gathering that welcomed 42 attendees for learning and networking opportunities with their peers in the financial sector. Furthermore, Fpa Of Oregon And Sw Washington organizes summits, like the fall CE event that attracted 63 participants, offering them a platform to broaden their knowledge and foster connections with fellow professionals.
Official website here: www.fpa-or.org
Is Fpa Of Oregon And Sw Washington legitimate?
Fpa Of Oregon And Sw Washington is a legitimate nonprofit organization registered as a 501(c)(6) entity. Fpa Of Oregon And Sw Washington 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.fpa-or.org
What is the mission statement of Fpa Of Oregon And Sw Washington?
The mission of FPA of Oregon and SW Washington is to advocate for the significance of financial planning and strengthen the profession, with the CFP mark serving as its foundation. Their primary objective is to contribute positively to the public, helping individuals achieve their financial objectives. To accomplish this, they conduct educational events, such as the August CE event that attracted 42 attendees for learning and networking opportunities with fellow financial professionals. Furthermore, they organize events like the fall CE summit, which attracts participants for knowledge acquisition and networking with peers. These activities aim to advance the financial planning profession and benefit the public.
Official website here: www.fpa-or.org
Who is the CEO of Fpa Of Oregon And Sw Washington?
Traci Nelson is the President of Fpa Of Oregon And Sw Washington.
Official website here: www.fpa-or.org
What is the revenue of Fpa Of Oregon And Sw Washington?
Fpa Of Oregon And Sw Washington's revenue in 2022 was $86,666.
Official website here: www.fpa-or.org
Who are the executives of Fpa Of Oregon And Sw Washington and what are their salaries?
Here are 10 key members and their salaries:
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Official website here: www.fpa-or.org
Where can I find the form 990EZ for Fpa Of Oregon And Sw Washington?
Fpa Of Oregon And Sw Washington's most recent form 990EZ was submitted in 2022 and can be accessed here.
Official website here: www.fpa-or.org
Learn more at the official website: www.fpa-or.org
Mission Statement of Fpa Of Oregon And Sw Washington
Fpa of Oregon and SW Washington is an advocacy organization dedicated to promoting the importance of financial planning and enhancing the profession. The cornerstone of their efforts is the CFP mark, which they use to benefit the public by helping individuals achieve their financial goals. In pursuit of this mission, Fpa of Oregon and SW Washington organized two educational events. The first was an August CE event, which drew 42 attendees for both education and networking opportunities with other financial professionals. The second was a fall CE summit, which attracted 63 participants, offering them the chance to gain knowledge and connect with peers in the field. Through these events, Fpa of Oregon and SW Washington demonstrates its commitment to advancing financial planning and supporting financial professionals in their mission to help the public achieve financial success.
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Impact
October, 2024
FPA of Oregon and SW Washington significantly enhances the financial planning landscape in the region. By championing the value of financial planning and advancing the profession centered around the CFP mark, it plays a crucial role in equipping financial professionals with essential knowledge and skills.
Through its educational events, such as the August CE gathering and the fall CE summit, the organization fosters a collaborative environment for learning and networking among financial professionals. With a strong turnout—42 attendees at the August event and 63 at the fall summit—they not only facilitated skill development but also encouraged the exchange of best practices and strategies within the industry.
Moreover, the organization's commitment to benefiting the public directly aligns with its mission to help individuals achieve their financial goals. By enhancing the capabilities of financial planners in Oregon and SW Washington, they ultimately contribute to the broader community's financial well-being, thus making a notable impact in the region.
This information is meant to be a general summary of Fpa Of Oregon And Sw Washington. 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.
Other financial information:
This information is from the most recently submitted tax form from this organization, which was in 2022.
- Investment Income: $354
- Program Service Revenue: $66,930
- Gross Receipts: $86,666
Assets and Liabilities:
- Total Assets: $96,617
- Total Liabilities: $4,929
- Net Assets: $91,688
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Organization Details
Phone
(503) 286-8350Principal Officer
Traci Nelson
Main Address
9600 SW OAK STREET STE565, TIGARD, OR, 97223
Website
www.fpa-or.orgNTEE Category
Code: S41 - Community improvement
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