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.

Chapter Breakfast Meetings

Virtual - 8:30 am: Log on and open chat. 9 - 10 am: Program

January 14 CFP Ethics - 2 credits

Virtual 9 - 11 am

February 11

"The Future of Tax Planning Is Here" presented by Kevin Lozer, CFP, Co-founder, Holistiplan

March 11

"2021 Investment Themes: What Lies Ahead with the Markets and Virus" presented by Paul de Moor, CFA, Vice President, Capital Markets Strategy, Fidelity Investments

April 8

"Mastering Your Next Virtual Meeting like a TV Pro" presented by Newlin Archinal CFP

May 13

"Significant New FAFSA and Financial Aid Changes"

June 10

A Guide to the Market presented by Adam Gilbert, JP Morgan

July 8

"Common Estate Planning Blunders" presented by Tracy L. Zihmer, Esq. President and Founder, Zihmer Law Firm

August 12

"The Evolution of the Financial Planning Industry – Where We’ve Been, Where We Are Now and Where We Are Going" presented by Robert Fragasso, Chairman and Chief Executive Officer, Fragasso Financial Advisors

September 9

"Practice Management Panel Discussion"

October 28

"13th Annual Financial Four"um" Virtual with Watch Parties 9 am - 5 pm
Register here

November 11

"Medicare" presented by Ashby Daniels, CFP

4th at 4 Social and Networking events

4th Thursday of the Month at 4 PM

January 28

February 25

March 25

April 22

May 27

WEDNESDAY June 23

Live at Southern Tier Brewery

Thursday July 22

Live at Southern Tier Brewery on the Northshore

August 26

Live at Southern Tier Brewery on the Northshore

Thursday, September 23

Live at Southern Tier Brewery on the Northshore
Register here

13th Annual Financial Four'um Keynote Partners

Would you like to sponsor a Chapter Meeting?

13th Annual Financial "Four"um Partnership Guide

Partnerships are Open for the 13th Annual Financial "Four"um on Thursday, October 28, 2021!
Click here for details and pricing.

Other FPA Links

PlannerSearch

Click Here

Journal of Financial Planning

Click Here