About FPA of Puget Sound 

FPA of Puget Sound is one of the nation’s largest and most preeminent organizations for financial planning professionals. With over 400 members FPA of Puget Sound serves the financial planning professionals from Oregon to the Canadian border and east to the Tri-Cities. 

FPA of Puget Sound promotes the value of financial planning. It provides educational and networking opportunities for financial planning professionals in the Puget Sound region. Each year FPA of Puget Sound holds several Breakfast Series and Happy Hour Forums, one Annual Symposium, and one Ethics meeting. FPA of Puget Sound encourages you to join one of our social media groups (Twitter, Facebook, or LinkedIn) to keep updated and to participate online with FPA of Puget Sound.

Find a Local Planner

Are you looking for a Financial Planner? FPA of Puget Sound has compiled a list of our local members who would love to help. Use the search criteria below to find an FPA member near you. 

Local Planner Search

Learn About Pro Bono Opportunities

Are you interested in providing pro bono services? Our association is striving to connect interested FPA members with organizations in need of assistance. If you are an FPA member interested in providing services, please take the time to update your FPA of Puget Sound profile and select the "Available for Pro Bono Work" checkbox to be added to our Pro Bono Planner Directory. Once you have opted in for pro bono work, use our Local Planner Search and select "Available for Pro Bono Work".

Learn More

Current Career Opportunities

Wealth Management Intern
Merriman Wealth Management
Date Posted: 1/23/2023 | Closing Date: 3/31/2023

Associate Advisor
Merriman Wealth Management
Date Posted: 1/23/2023 | Closing Date: 2/28/2023

Director of Client Engagement
Creative Planning
Date Posted: 1/17/2023 | Closing Date: 4/30/2023

Financial Planner
Organization: Creative Planning
Date Posted: 1/17/2023 | Closing Date: 4/30/2023

Wealth Manager
Organization: EP Wealth Advisors
Date Posted: 1/17/2023 | Closing Date: 4/30/2023

Senior Financial Planner
Organization: EP Wealth Advisors
Date Posted: 12/10/2022 | Closing Date: 1/31/2023

Wealth Management Operations
Organization: Kaizen Financial Advisors
Date Posted: 09/22/2022 | Closing Date: Until Filled

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