Financial Planning Days - Santa Rosa
The FPA of SF is providing pro bono planning advice to Santa Rosa residents who have been affected by the wildfires of 2017. All planner volunteers need to be CFP® professionals. Non-CFP® advisors can be of logistics assistance. As with all Financial Planning Days, no business cards will be handed out so that those seeking assistance will feel safe in sharing their financial information. We ask all planners commit to refrain from working on a paid basis with any of the pro bono clients.
Email address *
Name *
Your answer
Organization *
Your answer
Cell Phone Number *
Your answer
Are you a CFP® Professional? *
What days can you attend? Each date will need 3-5 CFP volunteers. Each date could use 1 logistics volunteer. *
I understand that I am providing pro bono advice and no business cards may be distributed. I agree not to solicit a professional engagement with any of the pro bono clients. *
A copy of your responses will be emailed to the address you provided.
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