FPA of the Philadelphia Tri-State Area
Fairless Hills , PA
FPA Philly is the premier group in the Philadelphia region bringing together over 550 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.
FPA Philly Inaugural Mentorship Program Kick-Off
Mentor & Mentee Registration Deadline is September 5th!
October 3, 2022 In-Person Fall Retreat/Ethics/Golf Outing at Radnor Valley Country Club
8:00 a.m. - Noon (followed by Lunch, Golf, Pickleball & Networking Reception after golf).
October 7, 2022 In-Person Career Day - 9:00 a.m.-4:00 p.m. -Registration Now Open!
Alter Hall-Temple University
October 18, 2022 Virtual CE Study Group Webinar
8:00-9:00 a.m.
October 20, 2022 In-Person Happy Hour in King of Prussia
5:30-7:00 p.m. - Bar Taco
October 24-25, 2022 PA Advocacy Day in Harrisburg
Come out and support your profession!
November 10, 2022 In-Person Education Meeting & Cocktail Reception
3:00-7:00 p.m. Maggiano's King of Prussia - More info to follow.
November 17, 2022 In-Person Happy Hour in Center City
5:30-7:00 p.m. - Venue TBD
December 9, 2022 - Chapter Holiday Party
6:00-8:00 p.m. - Venue TBD
Chapter Leadership
Meet Our Partners
FP Alpha - Platinum
Clark Capital Management Group - Gold
Transamerica - Gold
Allianz Life Insurance - Silver
Ares Wealth Management - Silver
Charles Schwab -Silver
Chartwell Investment Partners -Silver
Fenimore Asset Management - Silver
Harbor Capital-Silver
Hines Securities - Silver
LoCorr Funds - Silver
Mutual of Omaha - Silver
Capital Group/American Funds - Symposium Sponsor
Sit Mutual Funds - Symposium & Fall Retreat Sponsor