FPA of the Philadelphia Tri-State Area
FPA Philly is the premier group in the Philadelphia region bringing together almost 500 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 Tri-State President's Message
Video link here
Thursday, March 19th, 2026, 4:30 PM - 6:30 PM FPA Philly - March Madness Happy Hour at City Tap House
Join FPA Philly for our March Madness Watch Party & Happy Hour! Unwind, connect, and enjoy complimentary drinks, light bites, and great conversation with industry professionals. Powered by Pacer ETFs and Transamerica.
Friday, March 27, 2026, 12:00 PM - 12:30 PM FPA Philly - Virtual New Member Orientation
Membership Director Haley Rosa will walk you through the many perks of FPA membership—whether you’re brand new or have been with us for years. Come learn, connect, and discover how to make the most of everything your membership has to offer!
Wednesday, May 6th, 2026, Spring Symposium, at Penn State Great Valley
Join FPA Philly Tri-State on May 6, 2026, at Penn State for the 39th Annual Spring Symposium—education, insights, and networking.
Wednesday, June 10, 2026, 12:00 PM - 1:00 PM, Unlocking Hidden Value: What Financial Professionals Need to Know About Reverse Mortgages - Virtual Event
Discover how $14 trillion in senior home equity can transform retirement planning with FHA HECM and innovative reverse mortgage strategies. Join this 1-hour session to unlock hidden wealth and strengthen client outcomes.
Monday, September 14th, 2026, Golf Outing, at The Radnor Country Club
Save-the-Date, more details to come!
Member Resources
FPA Philly - 2026 Mentorship
Get involved with FPA Philly through our one-on-one mentorship program launching in March. Newer planners will be paired with experienced professionals for monthly meetings over six months (March–August). Join our virtual kickoff on February 26 at 11:30am
Pro Bono & Community Outreach
Connecting underserved and at-risk communities with pro bono financial planners.
Partner Resources
2026 Sponsorship Opportunities
Partner with FPA of Philidelphia Tri-State Area. Learn about the ways you can support our chapter. We welcome your involvement
Chapter Leadership
Platinum Strategic Partners
Jason Margelefsky, Reverse Mortgage Consultant (855) 523-4326 jmargelefsky@longbridge-financial.com
Tom Corner, RIA Territory Manager (484) 443-0057 tcorner@sfgmembers.com
Ginger Noce and Kristy Kenney, Founders Senior Living Consultants (202) 717-6233 ginger@silverbridgesconsulting.com
Gold Strategic Partners
Dave Langan, CRC®, Regional Vice President, RIA Annuities, (610) 357-4261 David.Langan@Transamerica.com
Silver Strategic Partners
Babak Abedi, Regional Vice President - Advisory Sales (410) 683-8849 babak.abedi@allianzlife.com
Jewell Ward, Regional Director (704) 448-8000 Jewell.Ward@dimensional.com
Emily Fishbein (212) 796.8790 emfishbein@gmail.com
Matthew Incitti, Vice President of Sales & Marketing (860) 598-4300 mincitti@hamiltonpointcapital.com
David Boglitz david.boligitz@pacerfinancial.com
Keith McFadyen Director – Investment Advisory (630) 235-0065 krm@sitinvest.com