FPA of Illinois | Financial Planning Association

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The Financial Planning Association of Illinois is the preeminent organization for financial planning professionals. The FPA of Illinois provides a forum for education and career development for its members while adhering to the highest ethical and professional standards.

Our mission is to serve our members by providing educational, networking, and mentoring opportunities, representing their professional interests to the government, and promoting the value of financial planning to the public.

With over 800 members, FPA of Illinois serves the financial planning professionals for the entire state.

We would love to welcome you to our chapter! Feel free to reach out to us if you have any questions.

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CLICK HERE to view our chapter events

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2021 Chapter Events

We hope you will join us at our upcoming events! We look forward to meeting again in person but, in the meantime, we are offering some great webinars over the next months that we hope you can attend.

CLICK HERE for a list of our Chapter Events

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Partnerships

Partner with FPA of Illinois in 2021. Learn about the ways you can support our Chapter. We welcome your involvement.

CLICK HERE to learn more about partnering with us

Pro Bono Opportunities

Free, no strings attached, one-on-one counseling with members of underserved populations, particularly low-income individuals, or families.

CLICK HERE to learn more about Pro Bono Opportunities

Partner and Past Event Resources

FPA of Illinois Partners and many of our past presenters provided resources for you! Presentation slide decks, white papers and more!

CLICK HERE for resources

Alex Offerman CFP®

Model Wealth, Inc.

Craig Lemoine, PhD, CFP®, MRFC®

Director of Membership

University of Illinois

Donovan J. Sanchez, CFP®, ChFC®, CSLP®, CLU®

Director of Education

Skyview Financial Planning, LLC

Eric Billimoria, CFP®, CPA, CFE

Director of Finance

WealthCare Advisors, LLC

Lance P. Eaton, CFP®

Director of Advocacy

Nancy Anderson J.D., CTFA, CAP, CEPA

Calamos Wealth Management

Paul Lechner, Esq., CPA

Scot A. Dobbs, CFP®, CPA, MST, EA

Summit CPA Group, P.C.

Siree Sandberg Bakakos

SSB Financial Services, Inc.

Ted Yeo

Owl Rock Capital Securities

Morningstar

Charles Schwab

Hines Securities, Inc.

Hubly

Thrivent Funds

Ash Brokerage

Calamos Wealth Management, LLC

CION Investments

Harbor Funds

Vanguard

Longbridge Financial

The Lowe Group - Financial Communications