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Oakland Financial Planning Day

Oakland Financial Planning Day took place on Saturday, October 5, 2013. We want to thank all of the attendees and volunteers who participated. More information about the event is available below.

The event was presented by:


Certified Financial Planner Board of Standards

City of Oakland

Financial Planning Association of East Bay

Foundation for Financial Planning

The United States Conference of Mayors


We would also like to recognize and thank the following organizations for their support:






Legal Assistance for Seniors

Operation Hope


City of Oakland and the Financial Planning Association of East Bay invite you to attend Oakland Financial Planning Day on Saturday, October 5, 2013 from 9:00 am to 4:00 pm at the Oakland City Hall, where you'll be able to meet one-on-one with dozens of professional financial planners to discuss your personal finance questions, concerns and interests.

Can’t make it to Oakland Financial Planning Day?

Check out the other Financial Planning Days happening in the area:

San Francisco, October 19th
Sacramento, October 26th

Information will be provided on a pro-bono basis by experts from the Financial Planning Association and highly qualified CERTIFIED FINANCIAL PLANNER™ professionals. There are no strings attached - volunteering financial planners will not pass out business cards, marketing materials or sell products or services.

You'll able to seek information and advice on a wide range of topics, including:

Buying a Home - Debt Management
Building a College Fund - Savings Goals
Job Loss and Job Change - Foreclosure Assistance
Change in Marital Status
Investment Strategies - Asset Accumulation
Generating Investment Income
Building a Retirement Fund - 401(k) and 403(b) Plans
IRA Accounts - Social Security
Tax Reduction Strategies
Charitable Contributions - Small Business Taxation
Building an Inheritance - Wills and Trusts
Estate Tax Strategies
Life Insurance Coverage - Disability Insurance
Long-term Care Planning
Managing Health Insurance - Health Savings Accounts
Pension Benefits

In addition to personalized advice, Oakland Financial Planning Day will also feature a series of classroom-style educational workshops addressing popular personal finance topics.

9:00 am:
Registration Opens to the Public


9:30 am: Welcome from Officials of Event

·         Oakland Mayor Quan

·         Deputy Mayor Sandré R. Swanson

·         State Assemblymember Rob Bonta

·         Instructions for FPD – Financial Planning Association


10:00 am - 4:00 pm: One on One Planning to Begin


General Planning: Retirement Planning, Investment Planning, Education Funding, Debt Management & Special Circumstances, Pension, 401(k), IRA, Roth IRA, Social Security, Stocks, Bonds, Mutual Funds, Real Estate, Investment Strategies

Tax & Estate Planning
: Filing, Deductions, Contributions, Small Business & Estates, Wills, Trust, Gifting, Estate Taxes

Insurance & Benefits
: Small Business Planning, Insurance Planning, Employee Benefits, Medical, Disability, Stock Option Plans, Life, Health, Disability, Long-Term Care, Property & Casualty

Workshop Information:

11:00 am to 12:00 pm:
  Financial Planning 101

11:00 am to 12:00 pm:
  Affordable Health Care Act

1:00 pm to 2:00 pm
: Financial Planning 101 

1:00 pm to 2:00 pm
: Credit Repair & Cash Flow Management

Oakland Financial Planning Day is a free event where you'll have an opportunity to address specific financial questions to professional financial planners who are volunteering their time and expertise to provide unbiased financial planning information tailored to your unique situation. All financial planners at the event are either CFP® professionals and/or members of the Financial Planning Association, and are highly qualified to discuss your financial issues and help you find the answers you need.

View footage from previous Financial Planning Days:


At the Financial Planning Day, each volunteer is seated at a table. Volunteers will meet with one individual, couple or family at a time but there is no limit to the number of volunteers you can meet with. Concurrent with one-on-one consultations, the event will feature a series of classroom-style presentations addressing key personal finance topics.

Oakland Financial Planning Day is a user-friendly event. Just show up with your questions and you'll be sure to leave with useful information. But a little preparation can go a long way to help you get the most out of your experience at the event. Here are a couple of tips to help you prepare:

  1. Make a list of questions you want answered. Learn more about financial planning topics and the questions you can address with financial planners at www.FinancialPlanningDays.org/topics.

  2. Bring relevant financial documents and a financial snapshot of your current financial situation. For a list of useful resources and tools to help you prepare, visit www.FinancialPlanningDays.org/resources.

Online registration for Oakland Financial Planning Day is now closed. You can still attend by simply registering onsite at the event. Walk-in registration is free.


Information provided by financial planners at the Financial Planning Day is free and tailored to your needs. The volunteer financial planners are not allowed to sell products and services or hand out business cards or marketing materials. In other words, there are no strings attached.

The objective of the Financial Planning Day is to help people experience first-hand how financial planning can improve their lives and bring the expertise of professional financial planners to people who may not normally have access to reliable and ethical financial planning information.

Any attendee who wishes to follow-up with a volunteer financial planner will have access to the volunteer’s name and contact information in the information package provided at registration.



Oakland Financial Planning Day will be held at the Oakland City Hall.

Oakland City Hall
1 Frank H. Ogawa Plaza
Oakland, CA 94612

Parking Available:

  • 14th-at-Clay Garage — Behind City Hall. City Hall's front entrance faces east onto Frank Ogawa Plaza, diagonally across from the Rotunda Building.
  • Garage on 14th between Clay and Broadway — Entrance on 14th St across from the south side of City Hall. City Hall's front entrance faces east onto Frank Ogawa Plaza, diagonally across from the Rotunda Building.
  • Dalziel Garage — On 16th St between San Pablo Ave and Clay.
  • Allbright Parking Garage — On 16th St between San Pablo Ave and Telegraph Ave.
  • Rotunda Garage – Between 16th and 17th streets and San Pablo and Telegraph.

Rail Lines:
Oakland City Hall is blocks away from the 12th St. Oakland City Center station servicing the Pittsburg/Bay Point-SFIA/Millbrae, Richmond-Fremont, and Richmond-Daly City/Millbrae lines. Visit the Bay Area Rapid Transit website at BART.gov for more information.

Bus Routes:
Numerous bus lines have stops within walking distance of Oakland City Hall, including the 1, 1R, 26, 58L, 72, 72M, 72R, 800, and 801. Visit ACTransit.org for bus route, stop, and timetable information.

Click here for Google Map Transportation Directions.

Unless otherwise noted, the content, program names and related elements are owned collectively by the Financial Planning Days Consortium.