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FPA of Florida-Working together instead of alone

As the first State Council of its kind, FPA of Florida serves as a model for other FPA chapters.  By offering advanced leadership training in a collaborative environment, chapter leaders are able to accomplish more for their members, and their communities.  Learn more...

FPA News


The FPA of Central Florida announces their 26th Annual Symposium, January 25 & 26, 2016 at the Westin Hotel in Lake Mary!

Dr. Sean Snaith, Director for the Institute for Economic Competitiveness, University of Central Florida as Keynote Speaker. An award-winning forecaster, researcher and professor, Snaith applies academic expertise to solve real-world problems. He has served as a consultant for local governments and multi-national corporations such as Compaq, Dell and IBM.

For more information, click here


 FPA of Florida Members Save $150 on Insite ETFs 2016!

Inside ETFs 2016, the worlds largest ETF conference, and its shaping up to be a great event! ETF.com has put together a stellar agenda designed to keep you on the cutting edge of whats happening in ETFs and how you can best deploy them in your portfolio.

Click here for more details 


The FPA of FL has concluded their 2015-16 Annual Strategic Planning Meeting in Ft. Lauderdale. A special Thank you to Jim Kovach, CFP, Charles Schwab Advisor Services for providing the meeting venue.  Seven chapters were represented which include:  Central Florida, Gold Coast, Greater Ft. Lauderdale, Miami, Northeast Florida, SunCoast, and Tampa Bay. 

During the meeting the 2016 Executive Committee was elected.  The Executive Team is:

Chairman:            Philip Herzberg, CFP

President:            Chris Draughon, CFP

President Elect:  Ashely OKurley, CFP

Secretary:            Claudia Sachs, CFP

Treasurer:            Laura Mattia, CFP

Our Board of Directors will be announced shortly.

The FPA of Florida has set these goals for 2016:


     Chapter Leader Engagement

     Member/Partner Value Proposition

We will be working hard in 2016 to meet these three goals.


Join our Advocacy Team at our next Tallahassee Advocacy day, scheduled for Monday, November 16th.  Plan to arrive on Sunday, November 15 and join the team for dinner.

Appointments have been scheduled with the Office of Financial Regulation, the Department of Financial Services and with the interim Dean at Florida State University to discuss a Financial Planning degreed program.

Want learn more, or if you want to attend, please email Diane Layton. 


Become a Financial Planning Advocate

Join other FPA members in our advocacy efforts on the state and federal level and stay up to date on the latest financial planning issues.

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Thanks to Our

Resource Partners

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Dyess Insurance Services

John Hancock Investments

Retirement Funding Solutions, Inc.

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