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.

January 26, 2023 In-Person CE Meeting & Happy Hour - 2 Hours of CFP CE Approved

3:00-7:00 p.m. - Philadelphia Marriott West in Conchohocken
Click here for more information and to register.

February 9, 2023 Virtual CE Meeting - One Hour of CFP CE Approved

9:00-10:00 a.m. - Zoom
Click here for more information and to register.

May 9, 2023 Spring Symposium & Happy Hour -SAVE THE DATE!

8:00 a.m. - 5:00 p.m. - Penn State Great Valley, Malvern, PA

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

Cantor Fitzgerald - Gold
Clark Capital Management Group - Gold
Allianz Life Insurance - Silver
Transamerica - Gold
Ares Wealth Management - Silver
Charles Schwab -Silver
Fenimore Asset Management - Silver
Hines Securities - Silver
LoCorr Funds - Silver
Sit Mutual Funds - Symposium & Fall Retreat Sponsor