Financial Planning Day Virginia Beach is a Big Success for FPA of Hampton Roads

Share Article

The Financial Planning Association of Hampton Roads’ first ever Financial Planning Day was held at the Virginia Beach Convention Center. CERTIFIED FINANCIAL PLANNER ™ Professionals from the region provided one-on-one private consultations to families and individuals. Over 200 preregistered at to meet with a CERTIFIED FINANCIAL PLANNER ™ Professional for a consultation. The event’s keynote address was provided by Governor Betsy Duke of the Federal Reserve Board.

Personal financial planning is essential, regardless of age or income, and it is vital to meeting life goals, such as buying a home, paying for college or achieving a secure retirement. There are millions of Americans with pressing financial questions that need answers, and unfortunately, many have not had the opportunity to discuss those questions with competent and ethical financial planners.

With a shared vision in mind, four national non-profit organizations – Certified Financial Planner Board of Standards, Inc. ®, Financial Planning Association®, the Foundation for Financial Planning, and the U.S. Conference of Mayors – have joined forces to offer the Financial Planning Days initiative. This ground-breaking program is designed to unite the collective resources of the financial planning community and city governments nationwide to assist Americans in need of financial guidance through a series of free Financial Planning Day events.

Each local Financial Planning Day features experts from the Financial Planning Association® and highly qualified CERTIFIED FINANCIAL PLANNER™ professionals, all volunteering their time and expertise to provide free one-on-one counseling and classroom-style educational presentations addressing key personal finance topics. Best of all, there are no strings attached – volunteer financial planners will not sell products or services, give out business cards or take down names.

We believe that with our collaborative resources, we can provide the financial planning knowledge and guidance to people who need it most and empower them to achieve their life goals.
Information was provided on a pro-bono basis by experts from the Financial Planning Association and highly qualified CERTIFIED FINANCIAL PLANNER™ professionals. There were no strings attached - volunteering financial planners didn’t pass out business cards, marketing materials or sell products or services.

Information and advice was provided on a wide range of topics, including: General Financial Planning, Income Tax Planning, Estate Planning, Investment Planning, Retirement Planning, Insurance Planning and Employee Benefits.
In addition to personalized advice, Virginia Beach Financial Planning Day also featured a series of classroom-style 50-minute Educational Workshops.

FPA of Hampton Roads Chapter Financial Planning Day Volunteer’s included:
Scott Alperin
Rick Amelon CFP®
Andrew Braille
Meg Bartelt
Virginia Brown CFP®
Scott Davis
Dani Feret CFP®
Mark Flaherty CFP®
Lori Irwin CFP®
Jake Jacklich CFP®
(Estelle) Weiwei Jin CFP®
Mary Mondelli
Caroline Oliver CFP®
William Pardee CFP®
Ron Pearson CFP®
Bob Ponton CFP®
William Sneath
Tom Wood
William Woodhouse CFP®
Bruce Zeytoonian CFP®

For more information contact
Jake Jacklich CFP® President FPA of Hampton Roads
Financial Planning Association of Hampton Roads
PO Box 852 Virginia Beach, Virginia 23451-0852


Share article on social media or email:

View article via:

Pdf Print

Contact Author

Jake Jacklich
Waddell & Reed
(757) 374-6979
Email >
Visit website