FPA of Pittsburgh | Financial Planning Association

About FPA of Pittsburgh

Welcome to the Financial Planning Association (FPA) of Pittsburgh. Our chapter serves hundreds of industry professionals and is one of 86 nationwide chapters. FPA of Pittsburgh serves the greater Pittsburgh area as well as western Pennsylvania. Through monthly and annual events, we offer our membership a variety of opportunities to learn and grow professionally.

Our Mission Statement is Promoting and advancing financial planning for our members and local community

Our Primary Aim is: To be the community that fosters the value of financial planning and advances the practice and profession of financial planning

Our Value Proposition is: FPA of Pittsburgh is a premier professional association that gives financial advisors who want to learn, advocate and contribute, the opportunities they need to network, interact and develop successful practices.

October 28, 12 - 5 pm, 12th Annual Financial "Four"um

Virtual

Details and Registration here

October 29, 8 am - 3:30 pm, 12th Annual Financial "Four"um

Virtual

Details and Registration here

Platinum, Gold and Silver Levels are open.

Click here for details.

Shana Bielich, CFP®

2020 Chapter President

Coghill Investment Strategies

Paul J. Brahim, CFP®, AAMS, CMFC, AIFA

Immediate Past President

Wealth Enhancement Group

Robert J. Standish, JD, CFP®

President – Elect/Financial “Four”um Chair and Pro Bono Chair

Wealth Enhancement Group

James R. Boughner, CFP®

Treasurer/Secretary

Schneider Downs

Ann W. McKenna

FPA of Pittsburgh

Ashby Daniels, CFP®

Director of Programs

Shorebridge Wealth Management

Gregory A. Furer, CFP®, CRPC®

Director at Large

Beratung Advisors

Jacob W. Cuthbert, CFP®

Director at Large

Waddell & Reed, Inc.

Joe Piszczor, CFP®

Director of Membership

ILG Private Wealth

Newlin Archinal, CFP®

Director of Women's Initiative

4Rivers Wealth Management

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Journal of Financial Planning

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