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

February President's Letter

Click here to read

VIRTUAL SUPER CE DAYS

Click here to register

Member Breakfast

Hosted by Wealthspire Advisors, Thursday, May 9th 8am - 9am
Click here to register
Media

Media Training

Thursday, May 16th from 5pm -7pm at Dotdash Event Center, 225 Liberty Street
Click here to register

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.
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NexGen

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 and develop planning expertise.
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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.
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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.
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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

John McKenty John.McKenty@blackrock.com
Stephen J. Evangelista, CFA , VP, Regional Investment Consultant stephen.evangelista@harborcapital.com
Clark Davis cdavis@sheltoncap.com
Kevin Flood, CFP® Senior Vice President kflood@wilmingtontrust.com

Bronze Partners

Caroline Gaynor, Caroline.Gaynor@AvantisInvestors.com
Julia Maxfield, Esq. jmaxfield@bartonesq.com
Jared Palish jpalish@calamos.com
Mark Maimon mmaimon@njlenders.com
Jeremy Gehrke, CIMA® Jeremy_Gehrke@vanguard.com

Academic Partner

Visit NY School of Professional Studies