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. 

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Upcoming Events

Cryptocurrencies-Staying up to Speed

Wednesday, July 13, 12:00 to 1:00 PM | Webinar| Sonia Dumas
Register Here

RIA Investment Management Summit

Tuesday, July 19, 8:00 to 5:30 PM
Agenda and Registration Here

Chapter Networking & Social Event

Tuesday, July 19, 5:30 to 7:30 PM
Register Here

FPA Metro NY President's Message

Connect with FPA of Metro New York

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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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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.
Learn More & Volunteer
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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.
Learn More
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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.
Join the conversation

Metro New York FPA Connect Community

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

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.
Contact us

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!
Apply here

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.
Learn more

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.
Join a Networking Circle

Board of Directors

Platinum Partners

Judy Erdman, Vice President, Sales, judith.erdman@fmr.com
Mark Maimon mark.maimon@roundpointmortgage.com

Gold Partners

Laurie Bond Laurie.Bond@schwab.com
Mark Schug mark.schug@osterweis.com
Jimmy Mack jmack@locorrfunds.com

Bronze Partner

Jared Palish Jared.Palish@allianzlife.com
John F. Penney, CFA® john.penney@invesco.com

Media Partner