FPA of Connecticut is committed to leading the financial planning profession by:

  • Empowering and supporting its members,
  • Educating the public, and
  • Bringing an informed and powerful voice to the legislative and regulatory process.

Mission Statement

Financial Planning Association® is the leading membership organization in the US for CERTIFIED FINANCIAL PLANNER™ professionals and others engaged in financial planning.  As the Chapter for our state, FPA of Connecticut is committed to meeting the national organization’s promise of professional fulfillment through practice support, learning, advocacy and networking.

 

 

Stay Current

President's Message

A message from Christopher M. Lee, CFP®, CPWA®, FPA of Connecticut Chapter President.
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Chapter Events

Tuesday, May 5, 2026 9:00 AM - 10:00 AM for a Rise & Shine Member Breakfast at Connecticut Wealth Management in Farmington

Start your day at our Rise & Shine Breakfast and discover how to make the most of your FPA of CT membership. Enjoy coffee, networking, and key membership highlights. Free for members, with non-members welcome.
Click here to register

Wednesday, July 22, 2026 8:00 AM - 3:00 PM for a Golf Scramble at Tunxis Country Club in Farmington, CT

Enjoy a full day on the course with 18 holes of golf and an awards lunch included!
Save the date - Registration opens soon!

FPA Northeast Symposium

Thursday, February 25, 2027 a collaboration of FPA Connecticut, FPA Greater Hudson Valley, FPA Long Island, FPA Metro NY, FPA New Jersey & FPA Philadelphia Tri-State. Hosted at Convene 237 Park in New York, NY!
Save-the-Date!

Connect with FPA of Connecticut

2026 Sponsorship Opportunities

Partner with FPA of Connecticut. Learn about the ways you can support our chapter. We welcome your involvement.
Become a Strategic Partner

Pro Bono & Community Outreach for Advisors

Connecting underserved and at-risk communities with pro bono financial planners.
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Austin Pro Bono pic

Pro Bono & Community Resources for the Public

Connecting underserved and at-risk communities with pro bono financial planners.
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Board of Directors

Sponsor Resource Directory

Guide to 2025-26 Sponsors

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Sponsor Index by Activity

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Platinum Sponsors

Gold Sponsors