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.

July 29, 2021 Embracing Your Passion and Purpose: A Candid Conversation with Tyrone Ross, Jr. and CNBC’s Sharon Epperson

7:00-8:00 PM
Click here for more information and to register.

August 5, 2021 CE Study Group

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

September 17, 2021 Virtual CE Study Group Meeting

12:00-1:00 p.m.
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September 21, 2021 - Fall Retreat/Ethics/Golf Outing 7:30 a.m. - 7:30 p.m.

Radnor Valley Country Club
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November 10, 2021 Education Meeting & Networking Reception

Normandy Farm, Blue Bell, PA

December 2, 2021 CE Study Group

8:30-9:30 AM
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Chapter Leadership

Meet Our Partners

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