About FPA of Pittsburgh

Our Core Member is a CERTIFIED FINANCIAL PLANNER professional.

Our Core Values:

  • We lead with power and purpose.
  • We are passionate about our calling.
  • We strive for personal and professional excellence.
  • We connect for collaborative impact.
  • We care for and support each other.

Our Core Policy ~ The Certified Financial Planner™ certification and the standards it represents constitute the foundation of the financial planning profession.

Our Value Proposition ~ As a Certified Financial Planner™ professional, FPA is your partner in planning by helping you realize your vision of success with practice support, learning, advocacy, and networking.

2023 Chapter Breakfast Meetings ~ 8:30 -10 am

Networking and Breakfast begin at 8:30 am. Program begins at 9 am.

February 9

CFP Ethics - 2 CE

April 13

"2nd Quarter Guide to the Markets" presented by Adam J. Gilbert, CIMA, Executive Director, Client Advisor, J.P. Morgan

June 8

August 10 ~ 8:30 - 10 am ~ Nova Place Conference Center ~ Northshore

How do you Measure a Client’s Risk Tolerance? presented by Lindsay Wilcox, CFP, ChFC, Waldron Private Wealth and Ryan P. Neupaver, CFP, CEPA, Santori and Peters, Inc.

October 19 ~ 8 am - 4 pm followed by happy hour

FPA of Pittsburgh Financial Forum ~ Watch Parties with a Virtual Option
Register here

FPA of Pittsburgh Financial Forum Partnership Opportunities

Click here

4th at 4 Socials, Networking and Additional events

4th Thursday of the Month at 4 PM

January 26

Federal Galley

February 23

Southern Tier Brewery

March 9 Women of FPA

4 - 6 pm ~ Edgeworth Club, Sewickley ~ "Finding Your Purpose"

March 23 4th at 4 plus NexGen meeting at 5 - 7 pm

Southern Tier Brewery

April 27 4th @ 4

Federal Galley, 200 Children's Way, Northside

May 4 NexGen Happy Hour

Pins Mechanical Company, Southside Works

May 25 4th @ 4

Southern Tier Brewery

June 22

Southern Tier Brewery

July 27 4th @ 4 plus NEXGEN meeting at 5 - 7 pm

Southern Tier Brewery

August 22 NexGen Pirates Game

PNC Park Luxury Suite

August 24 4th @ 4

Federal Galley, 200 Children's Way, Northside

September 28 4th @ 4

Southern Tier Brewery, 316 Northshore Drive, Northshore
Register here

October 5 Women of FPA Pickleball Social

4 - 6 pm Edgeworth Club, Sewickley
Register here

2023 Financial Forum Keynote Partners

Gold and Silver Partners

Other FPA Links


Click Here

Journal of Financial Planning

Click Here