FPA of Southwest Florida

Financial Planning Association of Southwest Florida serves the growing needs of its members and the public by advancing the financial planning profession in accordance with the highest ethical standards.

The Financial Planning Association® (FPA®) is the leading membership organization for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process. FPA is your partner in planning by helping you realize your vision of professional fulfillment through practice support, learning, advocacy, and networking.

This Chapter Serves Professionals in these Florida Counties: COLLIER • LEE • CHARLOTTE • MONROE

Our membership extends from Marco Island to Boca Grande and all points in between including Naples, Bonita Springs, Estero, Cape Coral, Punta Gorda and Fort Myers.

At FPA-SWFL, you will meet the mentors and advisers who support your goals as you move forward in your financial planning career. Join now and you won't miss another opportunity to grow with FPA! FPA-SWFL members gain business insights to strengthen their market competitiveness. We host numerous in-person continuing education events annually as well as casual and fun networking mixers, pro bono workshops and virtual discussions on hot topics. 

Our business partners (sponsors) enjoy enhanced visibility to a targeted audience. Discover our chapter's partner opportunities.

Scroll down to discover upcoming events and more about our chapter and its leadership.