FPA of Metro New York
New York , NY
Welcome to FPA of Metro New York!
Scroll down to learn more about FPA of Metro New York events and programs.
The Financial Planning Association of Metro New York is the preeminent organization for financial planning professionals in the Metro New York area.
We support and advocate for the growth of the profession as the leading voice of financial planning in the community. We provide our members with top-tier continuing education, access to key thought leaders, peer-to-peer community, and opportunities to engage in impactful pro bono financial planning.
If you're a financial planner looking to further your career, we hope you will join us. From programs and events to focus groups, opportunities for professional development, media training, networking, and beyond, we help you build lasting connections to fast-track your professional growth.
Upcoming Events
FPA of Metro New York Chapter Events
Join us for the many events we offer year-round. Right now, we're providing high-quality continuing education and programming to our community virtually and in-person.
Ethics: CFP Board's Revised Code and Standards
Tuesday, November 16, 5:00 - 7:00 P.M. ET | VIRTUAL | 2 CFP® Ethics CE credits
Policy and Politics: Navigating a Divided Washington
Wednesday, December 1, 8:30 - 9:30 A.M. ET | VIRTUAL | 1 CFP® CE Credit
Connect with FPA of Metro New York
Strategic Partnerships
Learn how your company can partner with FPA of Metro New York on content, programming, and networking opportunities that support our mutual growth.
Pro Bono Financial Planning
FPA of Metro New York has been a leader in pro bono financial planning since 9/11 and is the 2020 recipient of the Power of Financial Planning Award for Outstanding Pro Bono Financial Planning Programming.
NexGen Study Group
Join the chapter’s growing NexGen community for new CFP® professional planners, career changers, and those aiming to become CFP® professionals. Network with your local peers, gain insights into potential career paths, and develop planning expertise.
Advocacy
Are you passionate about the future of financial planning? Join your fellow members working hard to affect legislation that impacts the profession you care about. Follow the conversation on the chapter’s FPA Connect online community forum.
Metro New York FPA Connect Community
Connect with your fellow members in the chapter’s online community.
Financial Planning Student Programs
Are you a student or career changer enrolled in a financial planning certificate program in the Metro York area, or do you participate in or administer a university degree program focused on financial planning? Let’s connect.
Chapter Ambassador Program
Are you a Metro New York member interested in helping to foster community, raise the profile of FPA and the profession, and represent the Metro New York chapter to the public, particularly online? We want to hear from you!
Diversity, Equity and Inclusion
FPA of Metro New York strives to create an inclusive culture for our members. We see diversity as a value for the association. Read more about our commitment to Diversity, Equity and Inclusion.
Chapter Networking Circles
Do you miss in-person networking? Are you wondering who your peers are? We're organizing interested members who are looking to mingle into small groups of six based upon availability. Connect with your fellow members in a relaxed, supportive way.
Board of Directors
Platinum Partners
Mark Maimon mark.maimon@roundpointmortgage.com
Gold Partners
Laurie Bond Laurie.Bond@schwab.com
Judy Erdman, Vice President, Sales, judith.erdman@fmr.com
Mark Schug mark.schug@osterweis.com
John Eiler John_Eiler@troweprice.com
John F. Penney, CFA® john.penney@invesco.com
CJ Sillman (sillmc1@nationwide.com) & Parker Boron (boronp2@nationwide.com)
Bonny Gilbert bonnyg@fairwaymc.com
Silver Partners
Jay Tini jay_tini@vanguard.com
Alex Diorio alex.diorio@capgroup.com
Media Partner
