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.

2024 Chapter Breakfast Meetings ~ 8:30 -10 am ~ Nova Place Conference Center ~ Northshore

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

February 8

Embracing Change: Financial Planning and Emotional Resilience in Life Transitions

April 11

Market Update by William Winkeler, CFP, CFP, Confluence Financial Partners

June 13 ~ 8:30 - 10 am ~ Nova Place Conference Center ~ Northshore ~ The Future of Family Advising: How the Game has Changed

Join us for an interactive discussion based on the book Wealth 3.0: The Future of Family Wealth Advising. We will explore how family wealth advice has evolved over the last 75 years, and best practices for being an integral part of a family's trusted team
Register here

August 8

October 17 ~ 8 am - 4 pm followed by happy hour

FPA of Pittsburgh Financial Forum
Register here

FPA of Pittsburgh Financial Forum Partnership Opportunities

Click here for details.

4th at 4 Socials, Networking and Additional events

4th Thursday of the Month at 4 PM

January 25 ~ 4th at 4

Southern Tier Brewery ~ Northshore

February 22 ~ 4th at 4

Southern Tier Brewery ~ Northshore

March 6 ~ Women of FPA ~ 4:30 - 6:30 pm

Join your fellow Women of FPA for an enjoyable evening at R Cellars in Pittsburgh’s Strip District.

March 28 ~ CFP Ethics Seminar followed by 4th at 4 ~ NexGen Edition 5 - 7 pm

Nova Place Conference Center Classroom followed by Happy Hour at Federal Galley

April 18 ~ NexGen Spring Social ~ 5 - 7 pm

Coup de Ville

April 25 ~ 4th at 4

Federal Galley ~ Northshore

May 23 ~ 4th at 4

Federal Galley ~ Northshore
Register here

June 27 ~ 4th at 4 ~ NexGen Edition 5 - 7 pm

Southern Tier Brewery ~ Northshore

July 25 ~ 4th at 4

Southern Tier Brewery

August 22 ~ 4th at 4

Federal Galley ~ Northshore

September 26 ~ 4th at 4 ~ NexGen Edition 5 - 7 pm

Federal Galley

2023 Financial Forum Keynote Partners

Gold Partners

Silver Partners

Other FPA Links

PlannerSearch

Click Here

Journal of Financial Planning

Click Here