FPA of the Philadelphia Tri-State Area
Fairless Hills , PA
FPA Philly is the premier group in the Philadelphia region bringing together almost 600 local professionals in the financial planning industry. Join today and meet like-minded professionals working to improve our practices and grow our businesses. Our goal is to provide premier education and industry events, as well as networking and practice management opportunities.
Chapter Events
Mark your calendar to attend these meetings.
March 23, 2023 New Member Orientation Webinar
9:00-10:00 a.m.
March 24, 2023 CE Webinar - A Multi-Chapter Event!
12:00-1:00 p.m. (EST) - Zoom Webinar
April 6, 2023 Happy Hour in South Jersey at P.J. Whelihan's in Haddon Twp.
5:30-7:00 p.m.
April 13, 2023 CE Webinar & Live Demo hosted by our Gold Partner, Allianz
9:00-10:00 a.m. - Zoom Webinar
April 19, 2023 Financial Forum - In-Person CE Luncheon hosted by our Gold Partner, First Trust Portfolios L.P.
11:15 a.m.-2:00 p.m
May 9, 2023 36th Annual Spring Symposium & Happy Hour -EARLY BIRD REGISTRATION NOW OPEN! ENDS ON MARCH 17th!
8:00 a.m. - 4:45 p.m. - Penn State Great Valley, Malvern, PA - 7 CFP & PA Ins. CE Pending Approval
June 22, 2023 Happy Hour in Center City
5:30-7:00 p.m.
October 2, 2023 - Fall Retreat/Ethics/Golf Outing - SAVE THE DATE!
8:00 a.m. - Noon (followed by Lunch, Golf, & Networking Reception after golf). Radnor Valley Country Club, Villanova, PA
Chapter Leadership
Meet Our Partners
MRB Partners - Platinum
Allianz Life Insurance - Gold
Cantor Fitzgerald - Gold
Clark Capital Management Group - Gold
First Trust Portfolios, LP - Gold
Transamerica - Gold
Ares Wealth Management - Silver
Capital Group/American Funds - Silver
Charles Schwab -Silver
dpl Financial Partners - Silver
Fenimore Asset Management - Silver
FP Alpha - Silver
Hines Securities - Silver
Jackson RIA & Wealth Managers - Silver
LoCorr Funds - Silver
Sit Mutual Funds - Silver