FPA of Pittsburgh
Pittsburgh , PA
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
August 8 ~ 8:30 - 10 am ~ Nova Place Conference Center ~ Northshore
Engage the Next Generation of Clients
FPA of Pittsburgh Financial Forum Partnership Opportunities
Click here for details.
4th at 4, NexGen and Women of FPA Networking Events and Socials
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
June 27 ~ 4th at 4 ~ NexGen Edition 5 - 7 pm
Southern Tier Brewery ~ Northshore
July 25 ~ 4th at 4
Southern Tier Brewery
September 4 Women of FPA Gathering ~ 4:30 - 6 pm ~ R. Wine Cellars on Penn Avenue
Join your fellow “Women of FPA” and hear Jodi Amos, MBA, AIF®, Managing Partner at 4Rivers Wealth Management, present “How to Build a Stellar Network.”
2024 Financial Forum Visionary Partners
Advocate Partners
Chapter Leadership
Other FPA Links
PlannerSearch
Click Here
