The mission of FPA of East Tennessee is to advance the local financial planning profession by providing high-quality continuing education for our members, increasing public awareness of the benefits of comprehensive financial planning, and promoting the highest ethical standards within the profession.

We are committed to fostering meaningful professional connections among financial planning professionals, creating opportunities for collaboration, peer learning, and the exchange of ideas. Through a strong network of engaged members, we strengthen both our individual practices and the profession as a whole.

We seek to attract and serve members who share this commitment. We welcome the opportunity to connect with you and invite you to learn more about our chapter! 

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The Latest From FPA of East Tennessee

Partnerships

Partner with FPA of East Tennessee. Learn about the ways you can support our Chapter. We welcome your involvement.
CLICK HERE to learn more about partnering with us

FPA of East TN Job Board

Post job openings, find potential candidates, search openings. The online Career Center is a benefit for FPA members.
CLICK HERE for more information

Pro Bono Financial Planning

Free, no strings attached, one-on-one no strings attached pro bono financial planning for underserved d populations, particularly low-income individuals or families.
CLICK HERE to learn more about Pro Bono

Member Benefits

Click below for specific links that we think would be beneficial to you as a member.
CLICK HERE to take advantage of FPA membership benefits

NexGen

NexGen is a nation‐wide community within the FPA Association and serves to educate, promote and integrate the next generation of CFP® professionals.
CLICK HERE for information about our NexGen Programs

Wondering Where To Get Your IAR CE?

NASSA has some great tips for completing your IAR CE and recommendations on where you can get credit.
IAR CE Requirements Overview

GOLD Partner

Jonathan Addington Jonathan.Addington@jmaddington.com
Nick Kleinhenz Nick.Kleinhenz@pimco.com

SILVER Partners

Sam Tippy, CFP®, CLU®, ChFC®, RICP® sam.tippy@allianzlife.com
Ellis Jeffay Ellis.Jeffay@dimensional.com
Len Durso ldurso@sfgmembers.com
Kelli Sebade kelli.sebade@simplicitygroup.com

BRONZE Partners

Cam Cowden & Jonathan Hancock Cameron.Cowden@Invesco.com Jonathan.Hancock@Invesco.com
Jesse Hedrick jesse@collegiateblueprint.com
Olivia Hails Olivia.Hails@janushenderson.com

Member Firm Partners

Joe Ottaviano, CFP®, CKA® joe@assetplanningcorp.com
Don Nalls, CFP® don@nallssherbakoff.com
Kim Spencer, CFP®, CDFA® kim@yourplacetoflourish.com
Roger Kiger, CFP® roger@visionaryhorizons.com