Welcome to FPA of Metro New York!

As a CERTIFIED FINANCIAL PLANNER™ professional, FPA of Metro New York is your partner in planning by helping you realize your vision of success with practice support, learning, advocacy, and networking.

We provide our members with relevant and accessible education opportunities and unmatched networking with a vibrant community of planners. We support our members with business insights and vast savings on the tools they need and help them be advocates for the profession and underserved communities in the NYC-metro region.

No matter your career stage, we hope you will join us; no one understands your journey as a financial planners quite like the community at FPA of Metro New York. 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.

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Upcoming Events

August President's Letter

Click here to read

Happy Hour powered by Invesco

October 4, 2023 5:30 -7:30 Happy Hour
Register Here

Webinar: Understanding Your Clients

October 18, 2023 8:30 to 9:30 |Virtual| 1 CFP CE
Register Here

FREE CFP Ethics for FPA of Metro NY Members

November 9, 2023 9:00 to 11:00 Virtual CFP Ethics
Register Here

Connect with FPA of Metro New York

Pro Bono Financial Planning

There is nothing more rewarding than helping someone who can benefit from the knowledge and experience only qualified financial planners can provide. Learn how you can help those who need your advice.
Learn More & Volunteer
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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.
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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.
Join the conversation
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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.
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Metro New York FPA Connect Community

Connect with your fellow members in the chapter’s online community.
Join the conversation

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.
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Platinum Partner

Jared Skurla, CFP® Jared.Skurla@dimensional.com
Kevin Flood, CFP® Senior Vice President kflood@wilmingtontrust.com

Gold Partners

John F. Penney, CFA® john.penney@invesco.com
Mark Maimon mmaimon@njlenders.com
Victor Howell, CAIA® Victor.Howell@natixis.com
Mark Schug mark.schug@osterweis.com

Bronze Partners

Jared Palish, CFA®, CIMA® Jared.Palish@allianzlife.com
Caroline Gaynor, Caroline.Gaynor@AvantisInvestors.com
Christian Widen Christian.widen@schwab.com
Emily Koochel, Ph.D., AFC®, CFT- I™, ekoochel@emoneyadvisor.com
Stephen J. Evangelista, CFA , VP, Regional Investment Consultant stephen.evangelista@harborcapital.com
Debbie McCullough, Esq. debbie.mccullough@heiferfoundation.org
Chris Smirti Sr. Regional Consultant Christopher_Smirti@putnam.com

Academic Partner

Visit NY School of Professional Studies

Event Partner

Loren Character, loren.character@pacificlife.com