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.
REGISTER NOW FOR OUR JANUARY 13, 2015, CHAPTER DINNER MEETING AT UM BANKUNITED CENTER’S HURRICANE 100 ROOM. Sessions include: MICRO-CAP INVESTING: EXPANDING THE OPPORTUNITY SET, presented by Jon Tesseo, Vice President, Portfolio Manager, Quantitative Analyst, Westcore; and CHARITABLE PLANNED GIVING: PERSPECTIVES AND ADVANCED TECHNIQUES FOR ADVISING YOUR CLIENTS, presented by Steven L. Schwartz, Executive Director, FIU Estate and Planned Giving; and Gary F. Snerson, Principal and Managing Member, Planned Giving Innovations LLC.
Learn more and register today!
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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, 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 firstname.lastname@example.org to share your ideas and get involved with the 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 members serve as reputable and reliable resources for raising awareness and promoting the financial planning profession in local and national media. Contact us at email@example.com and let us know if you have been in the news lately! Click here for a recent list of chapter members in the media.
Welcome New Members
David N. Smith
10 Years of Membership
Neil R. Sosler
Octavio F. Verdeja
5 Years of Membership
Robert M. Burns
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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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