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FPA
FPA
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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

APRIL 21, 2015, FPA NEXGEN OF SOUTH FLORIDA 12:00 – 1:00 PM LUNCH MEETING AT UNITED WAY OF MIAMI-DADE. LEVERAGING LINKEDIN: 21ST CENTURY MARKETING FOR TODAY'S FINANCIAL PLANNER, presented by Marc Marotta, Regional Marketing Director, Putnam Investments. $10 at the door. RSVP to John Lenahan at johnlenahan1@gmail.com.

REGISTER NOW FOR OUR MAY 12, 2015, CHAPTER DINNER MEETING AT UM BANKUNITED CENTER’S HURRICANE 100 ROOM. Sessions include: PROACTIVE PERFORMANCE WITH ACTIVE SHARE INVESTING, presented by John C. Strohman, CFA, CAIA, Vice President, Cornerstone Capital Management Holdings LLC and Avoiding Liability: A Primer on Customer Lawsuits and Regulatory Investigations, presented by David R. Chase, Esq., Firm of David R. Chase, Esq.; and Brian Levin, Esq., Dimond Kaplan & Rothstein, P.A.
Learn more and register today!

SAVE THE DATE FOR THESE UPCOMING EVENTS at UM’s BANKUNITED CENTER:

  • TUESDAY, june 9, 2015 - CFP CE ETHICS MEETING (3:30 – 6:00 PM)
  • WEDNESDAY, JULY 8, 2015 - CHAPTER DINNER MEETING
  • TUESDAY, SEPTEMBER 1, 2015 - 10th ANNUAL SYMPOSIUM

FURTHER DETAILS TO FOLLOW SOON!

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 aokurley@jhnetwork.com 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 info@fpamiami.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
Jason M. Billups
Mauro Guerra


20 Years of Membership 
Joelle Cerge

10 Years of Membership 
Cheryl Guerrero


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FPA of Miami, c/o Manageability
1821 Hillandale Rd., Suite 1B-320, Durham, NC 27705-27112
Tel: 786.390.7655  Fax: 305.470.7487

to info@fpamiami.org

 

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Thanks To Our
Gold Level Partners

blackrock

eMoney
Inneallta
MorningStar
NY Life

BlackRock
Edward J. de Arcos, CFA, CFP, CIMA
email
305-804-1066

eMoney Advisor
Roger Romero
email
610-684-4694

Innealta Capital
Tadas Misiunas
email
312-961-8918

Morningstar
Elise Isaacson
email
561-354-9013

New York Life /MainStay Investments
John Viglione
email
678-231-3386

 

 

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