The Financial Planning Association® (FPA®) connects those who need, support and deliver financial planning. We believe that everyone is entitled to objective advice from a competent, ethical financial planner to make smart financial decisions. FPA members demonstrate a professional commitment to education and a client-centered financial planning process.

Upcoming Events

REGISTER NOW FOR OUR 9TH ANNUAL SYMPOSIUM, SEPTEMBER 9, 2014, UM BANKUNITED CENTER featuring Dr. Alex Bryan; Michael E. Kitces; Patrick J. Lannon; Michael J. Schroeder; Ron Shuffield; and J. Antonio Villamil. Accepted for 5 hours CFP® CE; 4 hours Florida Insurance CE; 6 hours CPA CE; 6 hours CLE CE
Learn more and register today!

Contact us to learn about available sponsorship opportunities!

Chapter News

FPA of Florida Advocacy Results in “Unaffiliated Insurance Agent” Law
The FPA of Florida was instrumental in advocating on behalf of legislation permitting those without any affiliation to one or more insurance companies to now be eligible to earn a State of Florida insurance license without needing an insurance company to appoint them. Effective July 1, 2014, this legislation permits financial planners and advisors wishing to render fee-for-service advice relating to insurance products to legally do so by obtaining the new “unaffiliated insurance agent” license. This accomplishment was the result of a multiyear advocacy effort by the FPA of Florida, which should help stem the tide of consumers receiving insurance-related recommendations and advice from those who were heretofore unqualified and/or unlicensed to do so.

FPA of Florida
The FPA of Florida includes all nine FPA Chapters in Florida and serves as the leading advocacy organization in promoting the financial planning profession, and engages with members, consumers, regulators,FPA legislators and other stakeholders in promoting the principles of financial planning as the means by which consumers’ need for financial services are addressed with the highest levels of competence and professionalism. The FPA of Florida visits Tallahassee twice each year to give voice to these important issues. Please feel free to contact your FPA of Miami Representative Ashley O’Kurley, CFP®, at to share your ideas and get involved with the FPA of Florida.

FPA Chapter Leaders Conferenceleaders
FPA of Miami Board Members Carol Harlow, CFP®, Jorge Padilla, CFP®, and Charles B. Sachs, CFA, CFP® attended the Chapters Leaders Conference in Broomfield, CO, on November 15 – 17. This annual conference gathers chapter leaders from across the country to share ideas, and gain an understanding of FPA's key messages and strategic priorities.

FPA of Miami Presents Budget Workshop
to FPA@FIU Student Chapter
On November 13th, Elaine King, CFP®, FPA Past-President, delivered a budget workshop presentation focusing on personal and family finances to over 110 Florida International University (FIU) undergraduate and graduate students. The event was coordinated by the FPA@FIU Student Chapter Executive Board members; Dr. Helen K. Simon, CFP®, FPA@FIU faculty advisor; and Jorge Padilla, CFP®, FPA of Miami board member. Visit the FPA@FIU Facebook page to learn more.

FPA of Florida Career Center
FPA of Florida announces the launch of the new FPA of Florida Career Center, catered specifically to job seekers and employers in Florida's financial community. Learn more.

Members in the Media

FPA of Miami members serve as reputable and reliable resources for raising awareness and promoting the financial planning profession in local and national media. Contact us at and let us know if you have been in the news lately! Click here for a recent list of chapter members in the media.

Membership Milestones

Welcome New Members
Cynthia De Lourdes Alvarez
Tanner Simkins

10 Years of Membership 
Austin A. Frye

5 Years of Membership 
David O. Bayri

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FPA of Miami, PO Box 560982, Miami, FL 33256-0982
Tel: 786.390.7655  Fax: 305.470.7487



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