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
Tuesday, May 5, 2026, 12:00 PM - 1:00 PM, "Beyond Referrals: How Advisors Can Win in the AI-Driven Search Era" Virtual Event
Join us for a virtual session with Agency 102 to learn how to build a compliant, localized SEO and AEO strategy to help your firm get found. Discover how AI-driven search is reshaping visibility and how to create an inbound system for growth.
Monday, May 11, 2026 11:00 AM - 7:00 PM, FPA NCA 32nd Annual Golf Charity Event
Join us for our 32nd Annual FPA NCA Charity Golf Classic at the River Creek Golf Club, Leesburg, Virginia. 11AM registration, 12 Noon Shot Gun Start 6PM dinner and awards Fee includes lunch, green fees, open beverages on the course, awards and dinner.
May 20, 2026 05:00 PM - 7:00 PM Current Estate Planning Techniques & Happy Hour
Join FPA NCA and estate planning expert Gary Altman, Esq., for an engaging happy hour featuring the latest estate planning techniques, whisky tasting, and light fare.
Tuesday, July 14, 2026, 12:00 PM - 2:00 PM, FPA NCA - Lunch & Learn @ 1850 Towers Crescent Plaza
Join us for a Lunch & Learn with Strategy President & CEO Phong Le. Explore how Bitcoin is reshaping capital markets through Digital Capital, Equity, and Credit, and what accelerating adoption means for the future of digital assets. 1 CFP® CE pending
Platinum Partners
Gary Altman | 301- 468-3220 | gary@altmanassociates.net
Al Kabia | 718-909-8768 | alimamy@bitwiseinvestments.com
Wyatt Winslow | 202-617-7085 | WWinslow@ftportfolios.com
Leo Anzoleaga, CMPS®, NMLS 952-939-7200 | leo@anzoleaga.com
Ginger Noce | 202.717.6233 | ginger@silverbridgesconsulting.com
CJ | 212-697-1900 | cjain@strategy.com
Gold Partners
Alex Rowell alex@advisorcheck.com
Hannah Mizelle hannah@agency102.com
Babak Abedi | 410-683-8849 | babak.abedi@allianzlife.com.
Jason Taylor, CFA Jason_Taylor@avantisinvestors.com
Jamie-Lee Miller | 800-421-0807 | Jamie-Lee.Miller@invesco.com
Saxon Justice sjustice@proshares.com
Ed Dressel | 503-831-1111 | Dressel@RetireReady.com
Thomas E. Galgano, Jr. 516.509.5572 Tom_Galgano_jr@vanguard.com
Silver Partners
Armand Leaks | 213-615-4667 | Armand.Leaks@capgroup.com
Jeff Yeager Jeff.Yeager@schwab.com
Angela Kelley | 804-801-2538 | akelley@virginia529.com
Chris Fielding chris.fielding@ccm.com
Dave Murray | 604-836-4152 | dmurray@cumberlandtrust.com
Jewell Ward | 704-448-8000 | Jewell.Ward@dimensional.com
Shawn McCoy shawn@febadvocates.com
Max E. Recker, CFP®, CIMA® Max.Recker@federatedhermes.com
Sean O’Brien | 202.270.3082 | sean.obrien@firsteagle.com
Tyler Dyment | 917-208-1320 | Tyler@grayscale.com
Mike Kondras | 609-221-8735 | mike.kondras@hines.com
Paul Cooney | pcooney@MFS.com
Zarin Kresge | zarin@project-equity.org
Keith McFadyen krm@sitinvest.com
Chris Parks cparks@transamerica.com
The Smarter Planner Podcast
What Planners should know, but they don't
Smarter 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.
