About

FPA is the community that brings together those who deliver financial planning, those who support it and those who benefit from it.  FPA is dedicated to promoting the growth and value of the financial planning profession through membership and advocacy programs that help ensure best practices by individual and institutional providers, effective regulatory policy, and informed decisions by involved, empowered consumers worldwide.

FPA members are dedicated to supporting the financial planning process in order to help people achieve their goals and dreams. The FPA believes that everyone needs objective advice to make smart financial decisions and that when seeking the advice of a financial planner, the planner should be a CFP® licensee.
 

Mission Statement

Public: Communicate the value of the financial planning process as a way to help people achieve their goals and dreams
Existing Members: Provide educational and networking opportunities to assist members in their efforts of achieve personal and professional fulfillment
New Members: Foster a community of like-minded professionals in order to help our members advance their careers, promote financial planning, and guide the profession.

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Chapter Events

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Membership

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2021 Gold Strategic Partners

Douglas Bertsch
Todd Goodman
Drew Shade
Mitchell Cooper & Launi Cooper
Joe Gengo
Cory Kelly, Ryan Sullivan & Ian Wetherell
Kira Benson
Johnny Sommese

2021 Silver Strategic Partners

Jacque Finn
Matt Harrington
Grace Holzer

Strategic Partners Circle

Overseas Fund _ Investor Guide image

Overseas Fund Investor Guide

First Eagle Investment Management | www.feim.com
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Global Value Team_ Four Pillars of Investing Image

Global Value Team: Four Pillars of Investing

First Eagle Investment Management | www.feim.com
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Global Fund _ Investor Guide Image

Global Fund Investor Guide

First Eagle Investment Management | www.feim.com
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Credit Opportunities Fund _ Investor Guide image

Credit Opportunities Fund Investor Guide

First Eagle Investment Management | www.feim.com
Download Guide
EMQQ_Invest Case Image

EMQQ Invest Case

EMQQ | www.emqqetf.com
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