FPA of South Florida
The Greater Palm Beach and Broward Counties , FL
FPA of South Florida is Your Partner in PlanningTM
FPA of South Florida is the recognized and unquestioned professional membership resource and advocate for the CFP® community and we are proud of our longstanding support of this highly respected designation. At FPA of South Florida, we help connect all in our membership – CFP® professionals, academic leaders, students, and individuals and companies who are part of the financial planning profession – in a variety of unique and compelling ways.
Upcoming Events
Tuesday, March 31, 2026 4:00-5:15 PM - FPA of South Florida "Member Town Hall" in person & via zoom
This is an opportunity to connect with members, discuss chapter initiatives, hear from FPA staff member Ben Lewis and the local FPA of South Florida board of directors, and share your feedback directly with National and local leadership.
Wednesday, April 22, 2026, 1:30 AM to 1:00 PM - Exploring Charitable Options for Your Clients
With philanthropy on the rise and clients (particularly younger generations & women) increasingly wanting to make a positive impact with their resources, it’s helpful for advisors to be well-versed in formal charitable giving and to discuss it regularly.
Thursday, May 7, 2026 5:00 PM - 7:00 PM - "FPA & FICPA Atlantic Chapter Post Tax Season Social" at May 07, 2026 5:00 PM to 7:00 PM El Camino in Boca Raton
Join us for a joint happy hour with the FICPA at El Camino, May 7th and say "yes" to a Post Tax Season Social!
Wednesday, May 20, 2026 5:30 PM - 8:00 PM - CFA Society of SFL Presents "Avoiding Compliance & Regulatory Issues"
Code "FPAMEMBER" will grant FPA members access to tickets at the same rate as CFA Society members. 1.5 IARCE
Tuesday, June 9- Thursday, June, 11, 2026 10:30 AM to 7:30 PM - "Wealth Management EDGE Summit" at The Boca Raton
FPA of South Florida is a proud sponsor of the Wealth Management EDGE conference! The largest gathering of RIAs. The highest AUM. The most senior advisors. Boost your knowledge, your network and your business.
Connect with FPA of South Florida
The South Florida Newsletter
Keep up with the latest news from FPA of South Florida
2026 Sponsorship Opportunities
Partner with the FPA of South Florida. Learn about the ways you can support our chapter. We welcome your involvement.
Member Benefits
Click below for specific links that we think would be beneficial to you as a member.
Suggest a Speaker
If you have a speaker whom the programs committee should consider, please submit via the online form.
Advocacy
Are you passionate about the future of financial planning? Join your fellow members working hard to affect legislation that impacts the profession you care about. Follow the conversation on the chapter’s FPA Connect online community forum.
FPA SOUTH FLORIDA BOARD OF DIRECTORS
Thank You for Your Partnership!
Kelly Chitty, Vice President | Sales (404) 680-4796 kelli.chitty@bluevaultpartners.com
Rachel Leung, Marketing Support, R Leung Communications 203-253-0683 rleungct@gmail.com
John Pifer, Regional Director 704-465-7704 jpifer@horizoninvestments.com
Martin H. Tischler, CFP®, Alternative Investment Specialist Vice President (410) 598-5268 Martin.Tischler@troweprice.com