The Financial Planning Association of Miami-Dade

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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

SAVE THE DATE FOR OUR UPCOMING EVENTS AT UM’S BANKUNITED CENTER:
JULY 9 - Chapter Dinner Meeting
AUGUST 13 - CFP® & Senior Suitability Ethics Meeting
SEPTEMBER 10 – 8th Annual Symposium featuring Kurt Czarnowski; George D. Karibjanian, Esq.; Carolyn McClanahan, M.D., CFP®; Suzette Rothberg; and Shawn Snyder, Esq.
FURTHER DETAILS AND REGISTRATION INFO TO FOLLOW SOON.

Chapter News Leaders Conference

FPA Miami-Dade Board Members Attend Chapter Leaders Conference
FPA of Miami-Dade Board members Debra Gauthier, Carol Harlow, Philip Herzberg, Jorge Padilla, and Charles Sachs attended the November 2-4, 2012 FPA Chapter Leaders Conference in Denver, Colorado. The annual gathering of FPA leaders from across the country provided unique learning opportunities to share best practices and prepare for a successful chapter year.

Florida International University FPA Student Chapter FIU FPA
FPA of Miami proudly welcomed founding FIU FPA Executive Board members Javier Diaz, Pamela Pena, and Michelle Rolle (left to right, with FPA Board Member Jorge Padilla, CFP®), to the March 12th Chapter Meeting. Sponsored by FIU professor and FPA member Dr. Helen K. Simon, CFP®, the student chapter will raise awareness about careers in financial planning and investment management.

FPA of Florida
The FPA of Florida serves as a leading advocacy organization in promoting the financial planning profession to state of Florida Chapter members and consumers. Feel free to contact your FPA of Miami-Dade Representative Elaine King, CFP®, at elainekingfp@gmail.com, to share your ideas and get involved with FPA of Florida.

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-Dade members serve as reputable and reliable resources for raising awareness and promoting the financial planning profession in local and national media. Contact us at info@fpamiamidade.org 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
Javier Diaz
Maria Gonzalez
Shawn Mahoney
Michelle Rolle

15 Years of Membership
Arthur A. Finkle

5 Years of Membership
Philip Herzberg
Cathy Pareto
Andy Szkaradek