FPA National Capital Area
Reston , VA
Welcome to FPA of the National Capital Area!
Please scroll down to learn more about our National Capital Chapter Events, Partners and Board of Directors.
The Financial Planning Association National Capital Area chapter is the preeminent organization for financial planning professionals in the Washington DC region. Our members serve thousands of people in the District of Columbia, suburban Maryland, and northern Virginia. FPA’s nationwide network of nearly 100 chapters encourages professional development and networking on a local level. We also connect members in 49 countries around the world.
Chapter News: New President's Message
Upcoming Events
Thursday, November 13, 5:30pm to 7:30pm FPA NCA & CFA Society Trivia Night
Who will win—FPA NCA or CFA Society? Join us for Trivia Night at Port City Brewing! Come with a team of three or be assigned one onsite. Each participant must register and list their team name. Ticket includes two drinks and light snacks!
Tuesday, December 9, 2025, 12-1:00pm, 2025 Policy & Planning Update: Helping Your HNW Clients Leverage a New Planning Paradigm, Webinar - Earn 1 CFP® CE!
Tax planning is evolving with new policies and the One Big Beautiful Bill (“OBBB”). Leslie will share key updates, planning opportunities, and practical year-end strategies for high-net-worth investors.
Wednesday, December 10, 11:30 to 3:00pm
Join us at the Westwood Country Club, Vienna, VA for our Annual Luncheon, Education & Toy Drive. We will hear from our local Tax & Estate Planning Expert- Gary Altman- Basis, Basis, Basis – The BBB Tax Act .
Friday, February 13, 2026 The Smarter Planner Symposium
Join us for our Smarter Planner Symposium at the Hyatt Tysons Corner! Carl Richards the Sketch Guy and Michael Kitces will join us from the Blue Couch! Early Bird Ends 12/15 so register today.
2025 Sponsors
Gary Altman | 301- 468-3220 | gary@altmanassociates.net
Jason Taylor, CFA | Jason_Taylor@avantisinvestors.com
Nate Larrivee | 603.714.4092 natelarrivee@bitgo.com
Al Kabia | AL@bitwiseinvestments.com
Armand Leaks | Armand.Leaks@capgroup.com
Jeff Yeager | Jeff.Yeager@schwab.com
Angie Kelley | (804) 801-2538 | AKelley@virginia529.com
Chris Fielding chris.fielding@ccm.com
Jackson Bradley | jbradley@dplfp.com
Max E. Recker, CFP®, CIMA® | Max.Recker@federatedhermes.com
Alex Singerman |asingerman@ftadvisors.com
Colton Fergus | cfergus@golubcapital.com
Mike Kondras | mike.kondras@hines.com
Jared Kersh | jared.kersh@jackson.com
Matt Murphy | mmurphy@jenseninvestment.com
Leo Anzoleaga, CMPS®, NMLS | leo@anzoleaga.com
Saxon Justice | sjustice@proshares.com
Ginger Noce | 202.717.6233 | ginger@silverbridgesconsulting.com |
Keith McFadyen | krm@sitinvest.com
Chris Parks | cparks@transamerica.com
Thomas E. Galgano, Jr.| 516.509.5572 |Tom_Galgano_jr@vanguard.com
The Smarter Planner Podcast
What Planners should know, but they don't
Smater Planner Podcast: CE Credit Episode: AI & the Future of Financial Advice
In this 1 CE-credit episode, host Belle Osvath, CFP® talks with two leading voices about how artificial intelligence is shaping the industry and what it means for the future of financial planners.
Partnerships
Learn about the ways you can support our National Capital Area Chapter.
