The Pro Bono/Community Outreach Committee assists individuals and families who are underserved, reaching out to those who need financial planning but may lack the means to pay a financial planning professional. We engage chapter members in a variety of outreach programs, from our annual Orange County Financial Planning Day to helping veterans who have served our country and are adjusting to civilian life.

Would you like to:

  • Design, organize and hold rewarding events to help those in our community
  • Assist those who need financial planning but lack the means
  • Support local organizations such as scout troops, American Red Cross, Families Forward, Council on Aging in OC, transitional shelters, and schools wanting to provide financial education to their students

Learn more by contacting the Pro Bono/Community Outreach Committee »

2549-B Eastbluff Drive #220, Newport Beach, CA 92660-3500 | 877-622-3729