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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 (the coronavirus)​ -- 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 PLANNERTM 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.

 

PLANNERCITYSTATEWEBSITEEMAILPHONE
Angela M. Caballero, CFP®TucsonAZwww.ascensioncp.netangela@ascensioncp.net520-955-2727
John Lee, CFP®FremontCAwww.massmutual.comJohnMarkLee@financialguide.com650-319-8210
Morgan Christen, CFP®Newport BeachCAmorgan@spinninvest.com949-396-6703
Hannah Depew, CFP®San DiegoCAwww.truuwaterfinancial.comhannah@truuwaterfinancial.com858-764-3811
Michael Hansen, CFP®Walnut CreekCAwww.FrontierWealthStrategies.comMichael@FrontierWealthStrategies.com925-390-3971
Jamie Rugg, CFP®West HollywoodCAwww.charlesworthrugg.comjamie@crugg.com424-225-1141
Mike Alves, CFP®PasadenaCAwww.vidapw.comteam@vidapw.com626-993-6723
Ciano Villaquiran, CFP®San DiegoCAwww.curofp.comcvillaquiran@financialguide.com626-320-6391
Ariadne Horstman, CFP®Palo AltoCAwww.appreciatefinance.comariadne@appreciatefinance.com650-687-7089
Katrina Soelter, CFP®Los AngelesCAwww.kcswealth.comkatrina@kcswealth.com310-734-4740
Karl Frank, CFP®DenverCOwww.assetsandincome.comkarl@assetsandincome.com303-690-5070
Nathan Sumner, CFP®DenverCOwww.nsumner.wradvisors.comnsumner@wradvisors.com720-613-6160
Geoffrey Kanner, CFP®North HavenCTwww.KannerFinancialSerices.comGeoff@KannerFinancialServices.com203-239-5370
Tony Brown, CFP®StamfordCTwww.abundant-wealth.comtony@fabrownwealth.com203-661-3441
Michael Hennessy, CFP®Fort LauderdaleFLwww.harborcrestwealth.commike.hennessy@harborcrestwealth.com954-210-7890
Christian Stearns, CFP®Fort MyersFLwww.ConteWealth.comcstearns@contewealth.com239-288-4237
LaToya Maddox, CFP®MariettaGAwww.latoyamaddox.comLatoya@latoyamaddox.com678-892-6988
Raymond Giese, CFP®Arlington HeightsILwww.cfpathways.comray@cfpathways.com847-915-0695
Tess Zigo, CFP®LisleILwww.Emergews.comTzigo@wradvisors.com630-864-1068
Edward Wildermuth, CFP®IndianapolisINwww.yourclearsolution.bized@yourclearsolution.biz615-967-4222
Maura Griffin, CFP®LenoxMAwww.bluesparkfinancial.commg@bluesparkfinancial.com212-537-3999
Luke Neumann, CFP®BostonMAwww.crestwoodadvisors.comlneumann@crestwoodadvisors.com617-226-0028
Patrick Phelan, CFP®HyannisMApphelan@ft.newyorklife.com508-362-2915
Marguerita Cheng, CFP®GaithersburgMDwww.blueoceanglobalwealth.com mcheng@blueoceanglobalwealth.com301-502-5306
Suzette Rothberg, CFP®DelanoMNSuzette.rothberg@nwasset.com763-515-0206
Travis Apollo Haage, CFP®Saint PaulMNwww.apolloworksfinancial.comtravis@apolloworksfinancial.com651-571-0556
Bray Creech, CFP®AshevilleNCwww.joeladamsasheville.combray.creech@raymondjames.com828-251-9700
Kristina George, CFP®WindhamNHwww.northstarfp.comkristina@northstarfp.com603-458-2776
John J. Crosby, CFP®ManasquanNJJCrosby@Individual-Financial-Services.com732-706-0912
Joshua M. Flatley, CFP®RenoNVwww.xvector.ltdjosh.flatley@xvector.ltd775-453-0010
Adam Kozak, CFP®EastchesterNYwww.KPLFG.COMAKOZAK@kplfg.com914-222-9695
Jennifer Kang, CFP®New YorkNYJennifer_kang@ml.com718-431-5724
Carol O'Rourke, CFP®New YorkNYwww.Shorfinancialwellness.comCarol@shorfinancialcoach.com917-902-0685
Robert Hernandez, CFP®New YorkNYwww.FinancialPlannerNY.comrhernandez@FinancialPlannerNY.com866-506-9336
Matthew Ricks, CFP®New YorkNYwww.ameripriseadvisors.com/matthew.g.ricksmatthew.g.ricks@ampf.com917-409-7878
James Lee, CFP®Saratoga SpringsNYwww.leemgt.comjameslee@leemgt.com518-580-0088
Brett A. Koeppel, CFP®BuffaloNYwww.eudwealth.combrett@eudwealth.com716-362-1182
Lou Abrams, CFP®New YorkNYwww.Fisecal.comlou.abrams@fisecal.com570-604-3903
Anora Gaudiano, CFP®New YorkNYwww.wealthspire.comanora.gaudiano@gmail.com917-459-0920
Sana Haque, CFP®ColumbusOHwww.gianolafinancial.comsana@gianolafinancial.com614-340-0770
Kristen Buchanan, CFP®West ChesterOHwww.cincinnatiinvestmentadvisors.comKristen.Buchanan@lpl.com513-575-3930
Dawn Santoriello, CFP®King of PrussiaPAwww.dsfinancialstrategeis.comdawn@dsfinancialstrategies.com215-660-0288
Leona Edwards, CFP®NashvilleTNleona.edwards@marinerwealthadvisors.com615-673-7795
Tim Griesdorn, CFP®San AntonioTXwww.uiw.edu/hebsba/faculty/tim_griesdorngriesdor@uiwtx.edu806-535-8888
Joshua Bush, CFP®North Salt LakeUTBushFinancialPlanning@gmail.com703-984-9490
Joseph Stemmle, CFP®RichmondVAstemmlejr@vcu.edu804-304-4807
Paul Spencer, CFP®RichmondVAsantafepaul101@gmail.com804-937-8617
Christopher Woods, CFP®AlexandriaVAwww.lifepointfinancialgroup.comchris@lifepointfinancialgroup.com571-357-5399
Stephanie Shinn, CFP®TacomaWAStephanie.Shinn@KMSFinancial.com253-882-6475
Todd Koyama, CFP®SpokaneWAwww.selkirkwealth.comtodd@selkirkwealth.com509-270-2886
Terry Bradford-Crane, CFP®South ColbyWAwww.peaceofmindwaypoints.comterry@peaceofmindwaypoints.com805-407-1694
Chad Nehring, CFP®AppletonWIwww.ontrackadvisor.comchad@ontrackadvisor.com920-731-9500
Jeffrey Schouten, CFP®MequonWIwww.annexwealth.comjschouten@annexwealth.com414-975-6016​

* 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​.