FPA of Charlotte
Charlotte , NC
Welcome to the Financial Planning Association (FPA) of Charlotte, North Carolina. Our chapter serves hundreds of industry professionals and is one of 86 nationwide chapters. FPA of Charlotte serves the Charlotte Metropolitan and North Carolina Triad areas as well as the Upstate of South Carolina. Through monthly and annual events, we offer our membership a variety of opportunities to learn and grow professionally. In addition, we offer career center postings and other valuable resources free of charge.
Get to Know FPA of Charlotte
UPCOMING EVENTS
FPA of Charlotte offers a variety of learning opportunities for members and non-members.
PRO BONO OPPORTUNITIES
Be a part of something greater that yourself and get involved with the Pro Bono efforts of our chapter.
FPA CONNECT
Join the FPA Charlotte Community on FPA Connect to ask questions, share insights and gather knowledge.
MEMBER BENEFITS
Make the most of your FPA membership by becoming familiar with your benefits.
CHAPTER NEWS & NEWSLETTERS
Keep up with the latest newsletters and happenings with our members.
CAREER CENTER
Post job openings, find potential candidates, search for jobs and post your resume. The online Career Center is free for FPA members.
PARTNER WITH US
We invite you to learn about the many ways you can support our Chapter.
2021 PARTNERS
The work we do would not be possible without these supporting companies. Thank you.
LEADING PARTNER | Derek Helms (derek.helms@fairwaymc.com)
LEADING PARTNER | Robert Russo (rrusso@iaaria.com)
CONNECTING PARTNER | John Dohn (john@themsicorp.com)
IMPACT PARTNER | Neal Emmons (nemmons@fftc.org)
IMPACT PARTNER | Chris Schwall (chris.schwall@invesco.com) & Chad Morgan (chad.morgan@invesco.com)
IMACT PARTNER | Shawn Eubanks (shawn.eubanks@osterweis.com)
COMMUNITY PARTNER | Scott Ward (sward@rockharborteam.com)
