SoFi Partners with the Financial Planning Association to Provide Exclusive Access to Suite of Financial Solutions to FPA Members and Clients
November 09 2021 - 9:00AM
Business Wire
SoFi (NASDAQ: SOFI), a leading next-generation financial
services platform, and the Financial Planning Association® (FPA®) –
the leading professional membership association for Certified
Financial Planner™ professionals – today announced the launch of a
strategic partnership between the two organizations designed to
benefit nearly 19,000 FPA financial planning practitioner members
and the clients they serve.
The partnership will provide FPA members with preferred rates
and exclusive access to a suite of financial solutions, services,
and educational resources that they’re able to tap into to better
support the hundreds of thousands of consumers the organization’s
members are already guiding on their path to financial
independence. This joint initiative led by SoFi and FPA marks
SoFi’s first external foray into the financial planning industry at
a time when a record-breaking number of consumers are seeking
professional financial advice1.
“Making progress in personal finance doesn’t have to mean
navigating that journey alone – at SoFi, we’ve always seen
tremendous value in the financial advisor community, which is why
access to complimentary financial planning services has been a
member benefit since day one,” said SoFi CEO, Anthony Noto. “Our
partnership with FPA is an expansion of that trust and is rooted in
a shared commitment to helping people get their money right on
their financial journey. This means equipping the professional
community that serves consumers with the financial solutions and
services their clients can benefit from so that all advisors –
regardless of firm size – have access to the tools they need to
help their clients achieve financial independence and realize their
ambitions.”
“Financial planners are on the front lines of helping American
families safeguard their financial well-being. That means they
require access to the necessary tools that help them serve the
needs of their clients – like those offered by SoFi,” says Patrick
D. Mahoney, FPA chief executive officer. “We’re thrilled to have
this opportunity to partner with SoFi to bring a variety of
financial solutions to our members – and to our members’
clients.”
For more information on SoFi’s partnership with FPA visit the
FPA Marketplace.
About SoFi
SoFi’s mission is to help people achieve financial independence
to realize their ambitions. Our products for borrowing, saving,
spending, investing and protecting give our more than two million
members fast access to tools to get their money right. SoFi
membership comes with the key essentials for getting ahead,
including career advisors and connection to a thriving community of
like-minded, ambitious people. SoFi is also the naming rights
partner of SoFi Stadium, home of the Los Angeles Chargers and the
Los Angeles Rams. For more information, visit https://www.sofi.com/
or download our iOS and Android apps.
About the Financial Planning Association
The Financial Planning Association® (FPA®) is the principal
membership organization for CERTIFIED FINANCIAL PLANNER™
professionals, educators, financial services professionals and
students who are committed to elevating the profession that
transforms lives through the power of financial planning. With a
focus on the practice, business and profession of financial
planning, FPA advances financial planning practitioners through
every phase of their careers, from novice to master to leader of
the profession. Learn more about FPA at
financialplanningassociation.org and Twitter at
twitter.com/fpassociation.
SOFI-F
1Northwestern Mutual, After a Year of Uncertainty the Value of
Professional Financial Advice Goes Up, July 2021
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version on businesswire.com: https://www.businesswire.com/news/home/20211109005646/en/
Media Contact Meghan Brown SoFi pr@sofi.com Ben Lewis The
Financial Planning Association® BLewis@onefpa.org
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