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

FPA Hampton Roads 25th Annual Symposium

September 22, 2022
Important Information

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 offering a combination of virtual and in person meetings throughout the year.

January 12, 2022 Virtual Meeting 8:00 am

Advising Your Clients About Estate Planning In 2022 with John Burton, Esq.
Register by January 11th

February 9, 2022 Virtual Meeting 8:00 am

90 Day Dash- How to Build Your Pipeline with Nate Morris, American Century Investments
Register by February 8

March 9, 2022 Virtual Meeting 8:00 am

Topic: Why is Medicare so Confusing with Bryan Gay, Boomer Insurance Group
Register by March 8

April 13, 2022 Breakfast Meeting- 8:00 am

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

May 11, 2022 Virtual Meeting 8:00 am

Topic: The Evolving Higher Education Landscape and Expanding Access and Affordability, with Mary Morris, CEO, Virginia529
Register by May 10

June 8, 2022 Breakfast Meeting- 8:00 am

Topic: Offering Financial Advice in an Ever-Evolving Regulatory Environment with Rob Brown, Encore Partners
Register by June 6th at Noon

September 22, 2022 Symposium 8am- 4:30 pm

Join Us for our 25th Annual Symposium
See what's happening at the Symposium this year

October 12, 2022 Breakfast Meeting - 8:00 am

Topic: TBD

November 9, 2022- Virtual Meeting- 8:00 am

Topic: TBD

Gold Partners

Rebecca Lyons
Garland Scott
Bryan Gay

Silver Partners

Mark Tekamp
Jennifer Rossettini
Deborah Avans
Robert Rainey
Nate Morris