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

26th Annual Symposium

Join us Sept 14, 2023 and earn up to 7 CE, including Ethics
Attendees: See important info here

FPA Hampton Roads CFP Scholarship

Application Deadline September 1, 2023

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 11, 2023 Breakfast Meeting 8:00 am

Beneficiary Designations in Estate Planning with John Burton, Esq.
Register by January 9th

February 8, 2023 Breakfast Meeting 8:00 am

Social Security with John Cinella, MFS
Register by February 6

March 8, 2023 Breakfast Meeting 8:00 am

Behavioral Finance/Market Update with Jeff Hybiak, SEM Wealth Management
Register by March 6

April 12, 2023 Breakfast Meeting- 8:00 am

Digital Assets with Ken Chapman, State Street
Register by April 10

May 10, 2023 Breakfast Meeting 8:00 am

Annual State of the Hampton Roads Economy, with Dr. Vinod Argawal, Old Dominion University
Register by May 8

June 14, 2023 Breakfast Meeting- 8:00 am

Long Term Care Market Update with Scott Zibler, Mettle Insurance Services
Register by June 12rh

September 14, 2023 Symposium 8am- 5pm

Join Us for our 26th Annual Symposium
Early Bird Registration Open

October 11, 2023 Breakfast Meeting - 8:00 am

Enhance Client Financial Planning Meetings through a Strategic Planning Meeting Process with John Mason, Mason & Associates
Register by Monday, October 9th

November 8, 2023- Breakfast Meeting- 8:00 am

Topic: Principal Protected Investment Option, The Tuition Track Portfolio, with Mary Morris, CEO, Virginia529
Register by Monday, November 6th

Chapter Leadership

Gold Partners

Rebecca Lyons
Garland Scott
Bryan Gay

Silver Partners

John Thyber
Nate Morris
Charles Rizzo
Kate Wilson
Mark Tekamp
Jennifer Rossettini
Deborah Avans