The Financial Planning Association of Miami-Dade

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

CFP® Certificant Connection town hall-style meeting ON FEBRUARY 10, 2012, 8:00 – 9:30 AM, Westin Fort Lauderdale, 400 Corporate Drive, hosted by CFP® Board’s Alan Goldfarb, CFP® (2012 Board of Directors Chair), and Kevin R. Keller, CAE, (CEO). This event will provide CFP® certificants with an opportunity to discuss regulatory reform; CFP® Board’s national public awareness campaign; and other important issues in an open format with CFP® Board leadership.
Click here to register.

Save the date for our next chapter dinner meeting on Tuesday, March 13, 2012, in the Hurricane 100 Room at UM’s BankUnited Center. Further details and registration info to follow soon!

Chapter News

South Florida Financial Planning Day F P Day
FPA of Miami-Dade, FPA of Greater Fort Lauderdale, and FPA of Gold Coast proudly hosted South Florida Financial Planning Day on October 29, 2011. Sixty volunteer FPA members and CERTIFIED FINANCIAL PLANNER™ professionals counseled individual South Floridians and presented workshops on budgeting, college planning, credit management, estate and retirement planning, insurance, investing basics, and mortgages. South Florida Financial Planning Day underscored the mission of the national Pro Bono initiative involving city governments and thousands of financial planners collaborating to provide financial education and programming to communities, in partnership with the Certified Financial Planner Board of Standards, Inc.®, Financial Planning Association®, the Foundation for Financial Planning, and the U.S. Conference of Mayors.

FPA of Florida 2012 Strategic Planning Meeting
On October 14th, FPA of Florida hosted its Working Together 2012 Strategic Planning Meeting and welcomed 21 attendees representing all nine FPA chapters in the state, including FPA of Miami-Dade Board Members Matt McGrath, Elaine King, and Philip Herzberg. Serving as leading ambassadors in promoting the financial planning profession to state of Florida Chapter members and consumers, the FPA of Florida elected Elaine King to its 2012 Executive Team and appointed Philip Herzberg to its Board of Directors.

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
Jonathan Cameron
Jane Cruickshanks
Jose de la Lama
Robert Henderson, Jr.
Pamela Kirkpatrick
Yara M. Mojena

5 Years of Membership
Glenn J. Downing
Steven M. Foldes

15 Years of Membership
F. Rodger Peterson

25 Years of Membership
Judy S. Carter

FPA National Events and Resources