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.

Chapter Breakfast Meetings

Virtual - 8:45 am: Log on and open chat. 9 - 10 am: Program

January 13 CFP Ethics - 2 credits

Virtual 9 - 11 am

February 10

Medicare Update ~ The Very Latest

March 10

Battle of the Advisors

April 14

"Introduction to Executorship and its Challenges" by Charles J. O'Neill Jr., Founder & CEO, Executor Services LLC and "Retirement and Estate Planning after The SECURE ACT" by Matthew F. Schwartz, Esq., and John P. Montoya, Esq., Lange Legal Group

May 12

"The Decade of Generational Wealth" presented by Jonathan Habbrshon, VP, Family Engagement Consultant for Fidelity's Family Office Service and Center for Family Engagement

June 9

"Guide to the Markets"

July 14

"Coffee Talk: Staying Connected and Engaged with your FPA Board and Committees.

August 11

"Social Security – Avoid the Most Common Mistakes" presented by Brian F. Paluso, CFP®, CLU®, RICP®, AIF®, NSSA, HPK Provident Advisors

September 8

"Valuations for Business Owners" presented by Brian Sarkis, CFP, Founder & Managing Director and Adam Caccamise, Senior Client Advisor, Franklin Nova Group

October 27

"14th Annual Financial Four'um" Watch Parties with a Virtual Option ~ 8 am - 4 pm followed by Happy Hour
Register here

November 10 - cancelled

December 8 Hybrid Breakfast Meeting

"Navigating Through Marital Reorganization" presented by Gregory F. Suher, Partner with Leech Tishman
Register here

4th at 4 Socials, Networking and Additional events

4th Thursday of the Month at 4 PM

January 27

February 24

March 24

April 21 5:30 - 7:30 PM NexGen Social and Networking Event

Shorty's Pins X Pints, Northshore

April 28

May 26

June 23

July 28

August 25

Register here

September 22

Register here

September 14, 5 - 6:30 pm

Women of FPA Networking Event, Pickleball at Edgeworth Club in Sewickley
Register here

September 27, 4:30 - 6:30 pm

NexGen Pirates Tailgate Party, PNC Park
Register here

October 24 & 25

Pennsylvania Advocacy Days

Chapter Partners

14th Annual Financial Four'um Keynote Partners

Gold and Silver Partners

Chapter Breakfast Partnership Information

14th Annual Financial "Four"um - Thursday, October 27, 2022

Partnerships are being accepted
Click here for Partnership Opportunities

Other FPA Links

PlannerSearch

Click Here

Journal of Financial Planning

Click Here