FPA of New Jersey
The Financial Planning Association of New Jersey is the voice and the premier resource to the public and our members on the Financial Planning profession.
As a CERTIFIED FINANCIAL PLANNER™ or Financial Services professional, FPANJ is your partner in planning by helping you realize your vision of success with practice support, learning, advocacy, and networking
P: Practice Support FPA supports members with vast savings on the tools they need.
L: Learning FPA provides members with relevant and accessible educational content.
A: Advocacy FPA helps members be advocates for financial planning.
N: Networking FPA provides unmatched networking with a vibrant community of planners.
Mission
- To educate the public on the benefits and value of the Financial Planning process through professionals who possess the highest level of competency and integrity.
- To be the community that champions the value of financial planning, advances the financial planning profession, and enhances the professional development of its members.
Connect with FPA of New Jersey
Upcoming Events
Visit our online calendar. We look forward to seeing you at one of our upcoming events.
Wednesday, November 5, 2025, Masterminds, 11:30 AM - 1:00 PM via Zoom
FPANJ Masterminds is a local peer advisory group. Members of the group will share best practices and explore topics of interest to the members. You will get to learn from your peers and share your own experience and knowledge.
Thursday, November 13, 2025 6-8pm, FPA NJ - Quarterly Happy Hour at Woodbridge Brewing Company
Please join us in connecting with your fellow advisors and strategic partners. Additionally, we will be honoring those who recently took the CFP exam as they move forward with their careers. Food & drinks will be served.
Wednesday, November 19, 2025 12:30-1pm, FPA NJ - Monthly Virtual Chapter Gathering
We’re excited to share the great benefits and opportunities available to our members! Join us to learn more, get involved, and connect with like-minded professionals — we can’t wait to see you there!
Tuesday, December 9, 2025, 12-1:00pm, 2025 Policy & Planning Update: Helping Your HNW Clients Leverage a New Planning Paradigm, Webinar - Earn 1 CFP® CE!
Tax planning is evolving with new policies and the One Big Beautiful Bill (“OBBB”). Leslie will share key updates, planning opportunities, and practical year-end strategies for high-net-worth investors.
Wednesday, December 17, 2025 12:30-2pm, FPA NJ - 2025 End-of-Year Market Outlook & Industry Insights
Join us as we close out 2025 for expert insights and forecasts on key trends shaping financial planning, investing, and client strategies for 2026.
Thursday, January 22, 2026 10-3:30pm, FPA NJ 2026 Strategic Planning Workshop for Advisors
Join us In-person as Ivy Slater guides you through a formal strategic planning process. Be successful next year! Includes a Preparation Zoom pre-call & Debrief Zoom post-call.
May 14, 2026 Spring Symposium |Hyatt New Brunswick
It’s a full day of top financial speakers, networking and learning. You are able to choose from numerous breakout sessions and learn from our keynote speakers. Check our Events page for details as they become available.
2026 Sponsorship Opportunities
Partner with FPA of New Jersey. Learn about the ways you can support our chapter. We welcome your involvement.
Career Center
Where top talent finds the best opportunities!
Committees
Find your passion and give back. Get involved by joining a committee today!
Local Allied Professional Meetings
Please contact the organizations directly if you have any questions.
FPANJ Issues and Positions
FPANJ Issues and Positions on topics such as Financial Literacy Education, Financial Fraud Prevention, Financial Planning Coalition Support, and Financial Planning and Health Care Costs
Advocacy
Make your voice heard! We track legislative and regulatory issues and other developments relevant to financial planners. We work on developing and maintaining a relationship with legislators and regulators through our advocacy efforts.
2026 FPA of New Jersey Board of Directors
Platinum Strategic Partners
Eileen Ward, MBA VP, Investment Consultant Calamos Investments LLC (201)-627-7728 eward@calamos.com
Jacob Rand, EVP, Divisional Investment Consultant- Northeast (516) 313-7258 jrand@cambriainvestments.com
Colton Fergus Assistant Vice President, Private Wealth Americas cfergus@golubcapital.com
Mercer Joseph Pellizzari Vice President, M&A Partner Development jpellizzari@merceradvisors.com
Gia Bubnis Vice President, Wealth Advisor Consultant (347)-937-0106 gia.bubnis@nuveen.com
Melissa Isman Senior Partnership Development Manager (732) 320-5678 misman@plymouthrock.com
Zach Pardes Head of Brand Pontera zpardes@pontera.com
John Russell Investment Product Sales (360) 650-6931 j.russell@saturna.com
Ginger Noce and Kristy Kenney, Founders Senior Living Consultants (202) 717-6233 ginger@silverbridgesconsulting.com
Dave Langan, CRC® Regional Vice President RIA/Advisory Annuities (610) 357-4261 David.Langan@Transamerica.com
Gold Strategic Partners
Mark Milbrod, CLU, CLTC Vice President (732) 917-6081 mark@asglife.com
Joe Virion, CFP® VP | Relationship Director & Investment Specialist (213) 992-9032 joevirion@avantisinvestors.com
Alex Diorio Relationship Manager (516) 242-6376 alex.diorio@capgroup.com
Ben Rockmuller, CFA, FRM 862.401.0030 Ben@curasset.com
Heather Jack Director heather.jack@janushenderson.com
Jaime Raskulinecz Founder/CEO (888)-857-8058 jaimer@nextgenerationtrust.com
Keith McFadyen Director – Investment Advisory (630)-235-0065 krm@sitinvest.com
Silver Strategic Partners
Eric Ingles Regional Vice President-RIA (201) 957.4063 Eric.Ingles@equitable.com
Jack Radley RIA Consultant Office (312) 897-4121 Jack.Radley@lasalle.com
Loren Character Managing Director-RIA Channel Northeast (949) 287-2984 Loren.Character@pacificlife.com