FPA Philly is the premier group in the Philadelphia region bringing together over 600 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.

October 22, 2021 - 8th Annual Career Day (Virtual)

8:45 a.m. - 4:00 p.m.
Click here for more information and to register.

November 10, 2021 Education Meeting & Networking Reception

3:00-5:30 p.m. - Virtual Blockbuster Event featuring a candid discussion with Andy Buckley (aka David Wallace, CFO of Dunder Mifflin)! PLUS Late Stage College Planning (1 CFP CE Credit approved)
Mark your calendar and click here for more information.

December 2, 2021 CE Study Group

8:30-9:30 AM
Click here for more information and to register.

Chapter Leadership

Meet Our Partners

Capital Group/American Funds PLATINUM
Clark Capital Management Group - Gold
Harbor Funds -Gold
Transamerica - Gold
Charles Schwab -Silver
Chartwell Investment Partners -Silver
Hines Securities - Silver
LoCorr Funds - Silver
Ameriprise Financial Services, LLC -Bronze