Your Partner in Planning

The Financial Planning Association of Hampton Roads is a chapter of the Financial Planning Association (FPA), connecting local financial planners by providing unique professional opportunities and resources.

The FPA of Hampton Roads provides benefits to its members through education and networking that enables members to increase their professional knowledge and better serve their clients. The chapter also educates the public about the importance of seeking a CERTIFIED FINANCIAL PLANNER™ (CFP®) for objective financial advice. 

The FPA of Hampton Roads chapter has over 125 members from Williamsburg, James City County, Hampton, Poquoson, Newport News, Suffolk, Chesapeake, Norfolk and Virginia Beach, and we welcome new members in the financial services industry.

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Highlights

28th Annual Symposium- Join us Sept 11, 2025 at The Westin Virginia Beach Town Center

Early Bird Registration Opens April 9th
Early Bird Registration Open

Chapter Events

Join us on the second Wednesday of each month from 8:00 am - 9:00 am for our monthly programs. We will be meeting in person at Town Center City Club, Virginia Beach.

January 8, 2025 Breakfast Meeting 8:00 am

Serving Clients Deeper In Taxes Compliantly: Tax Planning Vs. Tax Advice, with Leland Gross, CFP, EA, Peacelink Financial Planning
Register by Monday, January 6th

February 12, 2025 Breakfast Meeting 8:00 am

Talking about Philanthropy with your Clients with Lynn Watson Neumann, Esq., AEP ® and Kate Hofheimer Wilson, CFRE with the Hampton Roads Community Foundation
Register by February 10th

March 12, 2024 Breakfast Meeting 8:00 am

1031 Exchanges with Christopher Russi, Morgan Stanley
Register by March 10th

April 9, 2025 Breakfast Meeting- 8:00 am

State of the Hampton Roads Economy with Dr. Vinod Agarwal, Old Dominion University
Register by April 7th

May 14, 2025 Breakfast Meeting 8:00 am

Emily Frazier, Spectrum Financial
Register by May 12th

June 11, 2025 Breakfast Meeting- 8:00 am

Reverse Mortgages, Mike Stanley, Victorian Financial
Register by June 9th

September 11, 2025 Symposium 8am- 5:00pm

Join Us for our 28th Annual Symposium - Early Bird Registration Opens April 9th
Early Bird Registration Open through June 30th

October 8, 2025 Breakfast Meeting - 8:00 am

Hook Law
Register by Monday, October 6th

November 12, 2024- Breakfast Meeting- 8:00 am

Mary Morris, CEO, Commonwealth Savers
Register by Monday, November 10th

Chapter Leadership

Gold Partners

Angie Kelley
Bryan Gay
Emily Frazier

Silver Partners

Charles Rizzo
Kate Wilson
Armand Leaks
Deborah Avans
Kimberley Vap