FPA of the Philadelphia Tri-State Area | Financial Planning Association

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.

For details on upcoming events, please check our event pages, which are updated as events near. Here is a list of upcoming events:

November 4, 2020 Virtual Education Meeting

Read all about this event and register today!

Read all about this event and register today!

Allison Masoero, CFP®

Marshall Financial Group

Benjamin Stucker, President-Elect

Bode Hennigan, MBA

Life Managers & Associates

Brandon Abe, CFP®, Sponsorship Development

Bryan Dalesandro, CFP® Treasurer

Concentus Wealth Advisors

Catherine Seeber, CFP®, CeFT®

CAPTRUST/Southeast Region

Celeste Revelli, CFP®, Pro Bono

Chris Stewart, Chapter Admin

Cindy Rosen Axelrod, CFA, MBA Career Development

Fox School of Business, Temple University

Daniel Brady, CFP®, MBA Education/Programs

Planning Capital Management

David Emery, CFP®, CDFA™ Advocacy

Marshall Financial Group

Haley Rosa, Marketing/Media Relations/Social Media

James McGowan, CFP® President

Marshall Financial Group

Jocelyn Wright, CFP®, MBA

The Ascension Group

Julie Downs, Bookkeeper

Michael Hartnett, Study Groups Regional Director

Ameriprise Financial Services

Nandita Das, PhD, CFP®, CFA, MBA

Das Financial Health

Nicholas S. Maningas, Sr. Chairman

Gateway Mortgage

Scott Pulsifer, CFP®, CFA

Thomas Mesko, Professional Alliances

LaSalle University

Clark Capital Management Group -Gold

Nationwide -Gold

Charles Schwab -Silver

Chartwell Investment Partners -Silver

Fenimore Asset Management

Harbor Funds -Silver

TD Ameritrade -Silver

Ameriprise Financial -Bronze