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| OF THE EAST BAY | |||||||||||||||||||||||||||||
| Financial Planning Association of the East Bay | |||||||||||||||||||||||||||||
| A Gold Level Chapter of the FPA for the 6th Consecutive Year! | |||||||||||||||||||||||||||||
| Career Development Resources | |||||||||||||||||||||||||||||
| FPA East Bay Meeting Schedule | |||||||||||||||||||||||||||||
| Join the FPA East Bay for its monthly meeting held on the 1st Wednesday of each month, except April, | |||||||||||||||||||||||||||||
| July & August. It is a great opportunity to network with other practitioners as well as to obtain continuing | |||||||||||||||||||||||||||||
| education credits. The meetings begin at 7:15 a.m.. | |||||||||||||||||||||||||||||
| FPA East Bay Mentoring Program | |||||||||||||||||||||||||||||
| This program is available to all students who are enrolled in a CFP® program and are student members of the FPA. This unique program offers students a one-on-one mentoring opportunity with an experienced CFP® Practitioner. If you would like more information, please click on the following link for a PDF: | |||||||||||||||||||||||||||||
| http://www.FPAEastBay.org/MentorshipProgram.pdf | |||||||||||||||||||||||||||||
| FPA Student Memberships may be applied for online at the following link: | www.fpanet.org/students | ||||||||||||||||||||||||||||
| FPA East Bay Member-to-Member Career Opportunities | |||||||||||||||||||||||||||||
| To post an opportunity here, please e-mail it to Shags@PlanningForLife.info | |||||||||||||||||||||||||||||
| Opportunities Available | |||||||||||||||||||||||||||||
| Posted 5/12/08: Burton/Enright Group is seeking to add a Client Services Associate who can support the continued growth of the firm. Founded in 1989, the Burton/Enright Group is an independent wealth management firm located in Walnut Creek, CA. Burton/Enright Group was ranked by the East Bay Business Times as the 5th largest financial planning firm in the East Bay. We specialize in providing sophisticated wealth management solutions to corporate executives, business owners and high net worth individuals. Registered with the Securities Exchange Commission, the Burton/Enright Group operates as an independent Registered Investment Advisor. The advisory team members are also registered representatives of Royal Alliance Associates, Inc., a registered broker-dealer and Member FINRA/SIPC. | |||||||||||||||||||||||||||||
| The firm will provide job training, and offers a rewarding work environment, competitive salary, medical benefit, 401(K) and profit sharing plan. | |||||||||||||||||||||||||||||
| Click Here for a Full Job Description (PDF) | |||||||||||||||||||||||||||||
| Posted 05/12/08: Zuk Financial Group NPC is seeking a full-time
registered sales assistant. The ideal
candidate will have: - An enthusiastic, pro-active and client service-oriented approach; - The ability to focus on details, yet be able to multi-task; - Excellent written and verbal communication skills; - The ability to learn quickly - A passion for the financial markets with basic knowledge of the financial products available in today’s marketplace; This position has many avenues for growth, upon demonstrated performance. |
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| Click Here for a Full Job Description (PDF) | |||||||||||||||||||||||||||||
| Posted 6/3/07:Ballou Plum Financial Advisors is seeking a Financial Planning Associate. We are a unique team of financial professionals offering customized tactical wealth management solutions for an affluent, predominantly female client base. Our office environment is professional and personable. Our distinctive office culture is forward thinking, which provides opportunities for personal professional development for individuals willing to rise to a challenge. Successful candidates will be self motivated and hard working with a desire to develop meaningful relationships with clients and team members. This individual will benefit from the opportunity to grow and learn the financial planning industry from two highly respected individuals willing to mentor the right person. Does this sound like you? | |||||||||||||||||||||||||||||
| Click Here for a Full Job Description (PDF) | |||||||||||||||||||||||||||||
| Posted 9/25/06: Harvey Rowen, President of Starmont Asset Management, LLC is seeking a senior person who has managed portfolios, advised Clients and managed Client relationships, to help them in these areas. Brief Description: • Firm located in Bishop Ranch 6, San Ramon, CA. • Working with founder and President Harvey Rowen managing Client portfolios, advising Clients and managing Client relationships, supported by two staff people. • 15-20 hours per week; independent contractor or employee; can grow to more hours as Starmont grows if desired. • Compensation and benefits structured to meet the needs of the person. | |||||||||||||||||||||||||||||
| Click Here for a Full Job Description (PDF) | |||||||||||||||||||||||||||||
| Posted 8/11/06: Larry P. Ginsburg, CFP®, is seeking a full-time Financial Paraplanner for his practice in Oakland, CA. Duties include learning to write financial plans, assisting with executing & reconciling trades, client investment portfolio data management, preparing investment portfolio reports, and other administrative duties. Lots of client contact. Mentoring by two Senior Client Advisors. Our desired candidate would learn our business process, client service style, our systems and management processes, and become qualified to be promoted to a client advisor within two years. | |||||||||||||||||||||||||||||
| Click Here for a Full Job Description (PDF) | |||||||||||||||||||||||||||||
| Post your listing here! | |||||||||||||||||||||||||||||
| 36th Annual FPA Nor Cal Conference | |||||||||||||||||||||||||||||
| Join us in Spring 2008 for an event that features several nationally renowned speakers. It is an outstanding | |||||||||||||||||||||||||||||
| opportunity to network and earn many hours of continuing education credits. The link above takes you to | |||||||||||||||||||||||||||||
| the website with all the details you should ever need to know! The 36th Annual Conference info will be | |||||||||||||||||||||||||||||
| posted at this site on its own page as soon as it becomes available. | |||||||||||||||||||||||||||||
| FPA Residency Program and Scholarship | |||||||||||||||||||||||||||||
| An intensive, week-long program providing insight and training in the financial planning process and in | |||||||||||||||||||||||||||||
| client communication skills. Ideal for new CFP® certificants and financial planning students eligible to | |||||||||||||||||||||||||||||
| sit for the CFP® certification exam. | |||||||||||||||||||||||||||||
| The program is approved by the CFP® Board for 30 hours of CFP® Credits and is worth three (3) | |||||||||||||||||||||||||||||
| months of financial planning work experience. | |||||||||||||||||||||||||||||
| There is a scholarship to attend the FPA Residency Program from October 26 - 31st 2008 at Lake | |||||||||||||||||||||||||||||
| Arrowhead and is available for CFP® certificants with three or fewer years of experience and | |||||||||||||||||||||||||||||
| candidates for CFP® certification who have successfully completed the CFP Certification Examination. | |||||||||||||||||||||||||||||
| This highly acclaimed program offers a client-centered training experience using comprehensive and | |||||||||||||||||||||||||||||
| detailed case studies. If you would like more information please click on the following link for a PDF. | |||||||||||||||||||||||||||||
| For more information, Click Here. | |||||||||||||||||||||||||||||
| Associations, Organizations & Networks: | Click on each line to jump to the organization's website | ||||||||||||||||||||||||||||
| • FPA – www.fpanet.org - The largest network of financial planning professionals including allied professionals | |||||||||||||||||||||||||||||
| such as attorneys, accountants, and insurance agents. Has excellent career development information under | |||||||||||||||||||||||||||||
| “Career Center.” | |||||||||||||||||||||||||||||
| • The CFP® Board Website – www.cfp.net - The premier standard for the financial planning profession. Site | |||||||||||||||||||||||||||||
| contains consumer information as well as information on how to obtain the CFP® credentials. | |||||||||||||||||||||||||||||
| • NAPFA – www.napfa.org - The National Association of Personal Financial Advisors is the largest | |||||||||||||||||||||||||||||
| professional association of comprehensive, Fee-Only financial planners in the United States. | |||||||||||||||||||||||||||||
| Information for consumers and membership. | |||||||||||||||||||||||||||||
| • The CPA-PFS – http://www.cpapfs.org/ - The Personal Financial Specialist (PFS) is the financial | |||||||||||||||||||||||||||||
| planning specialty accreditation held exclusively by certified public accountants (CPAs) who are | |||||||||||||||||||||||||||||
| members of the American Institute of CPAs (AICPA). A CPA must demonstrate experience and | |||||||||||||||||||||||||||||
| expertise in a wide range of personal financial matters before being awarded the PFS. | |||||||||||||||||||||||||||||
| Books | |||||||||||||||||||||||||||||
| Financial planners who have made the transition into financial planning as a new career have | |||||||||||||||||||||||||||||
| recommended these books. Please e-mail us to suggest additions to this list. If you would like | |||||||||||||||||||||||||||||
| to write a brief review and have it posted with attribution (or not), please send it to us. | |||||||||||||||||||||||||||||
| • Getting Started as a Financial Planner – Jeffrey H. Rattiner | |||||||||||||||||||||||||||||
| • Protecting Your Practice – Katherine Vessenes | |||||||||||||||||||||||||||||
| • Clients for Life: The Definitive Guide to Becoming a Successful Financial Life Planner | |||||||||||||||||||||||||||||
| – Mitch Anthony, Carol Anderson, & Barry LaValley | |||||||||||||||||||||||||||||
| • Deena Katz on Practice Management | |||||||||||||||||||||||||||||
| • Best Practices for Financial Advisors – Mary Rowland | |||||||||||||||||||||||||||||
| • The Wealth Management Index – Ross Levin | |||||||||||||||||||||||||||||
| • Tools and Templates for your Practice – Deena Katz | |||||||||||||||||||||||||||||
| • Asset Allocation – Roger C. Gibson | |||||||||||||||||||||||||||||
| • Simple Asset Allocation Strategies – Roger C. Gibson | |||||||||||||||||||||||||||||
| • The Simple Living Guide – Janet Luhrs | |||||||||||||||||||||||||||||
| • The 7 Habits of Highly Effective People – Stephen R. Covey | |||||||||||||||||||||||||||||
| • Who Moved My Cheese? – Spencer Johnson | |||||||||||||||||||||||||||||
| • Making a Living Without a Job: Winning Ways for Creating Work that You Love – Barbara J. Winter | |||||||||||||||||||||||||||||
| Magazines and Newsletters | |||||||||||||||||||||||||||||
| There are numerous magazines that are dedicated to financial planners. Here are some of the best! | |||||||||||||||||||||||||||||
| Most require membership in their organization or by subscription. Click on each for their website | |||||||||||||||||||||||||||||
| • Journal of Financial Planning (Financial Planning Association) - www.journalfp.net | |||||||||||||||||||||||||||||
| • Inside Information (Bob Veres) www.bobveres.com | |||||||||||||||||||||||||||||
| • Investment Advisor - www.investmentadvisor.com | |||||||||||||||||||||||||||||
| • NAPFA Advisor – www.napfa.org | |||||||||||||||||||||||||||||
| • Financial Advisor – www.financialadvisormagazine.com | |||||||||||||||||||||||||||||
| And if you want to know what your prospective clients are reading: | |||||||||||||||||||||||||||||
| • Money Magazine – http://money.cnn.com/ | |||||||||||||||||||||||||||||
| • Kiplinger Personal Finance Magazine - www.kiplinger.com | |||||||||||||||||||||||||||||
| • Time – www.time.com | |||||||||||||||||||||||||||||
| • Newsweek - www.msnbc.com/news/NW-front_Front.asp | |||||||||||||||||||||||||||||
| Articles on Financial Planning as a Career: | |||||||||||||||||||||||||||||
| • The FPA website has some excellent articles on how to get started in the financial planning | |||||||||||||||||||||||||||||
| profession - www.fpanet.org/member/practice_center/services/articles.cfm | |||||||||||||||||||||||||||||
| • FPA East Bay members are encouraged to submit articles to the FPA and the Journal | |||||||||||||||||||||||||||||
| Education Programs (East Bay Area California) | |||||||||||||||||||||||||||||
| These programs can help you meet the education requirements in order to sit for the CFP®; exam. | |||||||||||||||||||||||||||||
| Additional details are available under the CFP® Designation section of this website. | |||||||||||||||||||||||||||||
| • Degreed Program: (Master of Science in Financial Planning) Golden Gate University | |||||||||||||||||||||||||||||
| • Certificate Program: Golden Gate University, San Francisco | |||||||||||||||||||||||||||||
| • Certificate Program: University of California - Berkeley | |||||||||||||||||||||||||||||
| • Self Study Program: College for Financial Planning | |||||||||||||||||||||||||||||