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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

Save the Date!


Friday, October 23, 2015

Our annual Strategic Planning meeting is scheduled for Friday, October 23, 2015 and will be hosted at the Charles Schwab Branch Office located at 500 E. Broward Blvd., Ste 100, Ft. Lauderdale. 


Special Thanks go out to Jim Kovach, Charles Schwab for hosting the meeting location!

We are pleased to announce Mr. Mark Tibergien, CEO of Pershing Advisor Solutions, will provide insight into the big issues the financial planning profession is facing as he presents “What Will Be Your Legacy” during the lunch hour.  You won’t want to miss this compelling presentation!

All Florida Chapter board members, committee members, and members are encouraged to participate in the FPA of FL Strategic Plan for 2016.  If you plan to be in a leadership role in your Chapter in 2016, you will not want to miss this meeting. Make your voice heard and opinion count!

Click on the links below for:

Additional Information

Mark Tibergien Bio and Session description




October 5-10, 2015 is Financial Planning Week!

Claudia Sachs, CFP®, member of the FPA of the Gulf States and Board member of the FPA of Florida meet with CFO Jeff Atwater on Tuesday, October 29th and received the State Resolution, designating October 5-10, 2015 as Financial Planning Week.  Click here to view the resolution.

FPA Diversity Scholarships Awarded to Miami Chapter Members

FPA recently awarded Diversity Scholarships, recognizing professionals who are working to encourage diversity in the financial planning profession and the population served, to two FPA of Miami members. Congratulations to chapter members Danqin (Kristin) Fang and Pamela Peña Serrano! These merit-based scholarship recipients earned one-year FPA memberships and complimentary registration and travel expenses to the recent FPA Annual Conference – BE Boston 2015. The FPA of Florida congratulates both recipients!

Six 2015 goals have been established by the FPA of Florida’s Board of Directors.  They are:

1. Recognition and regulation of Financial Planners.

2. Create Communications (Elevator speech) to Florida Legislators and Consumers.

3. Engage in Florida legislative process.

4. Financial Planning Week and Month event(s) in Florida.

5. University degree in one of the 12 State of Florida public universities.

6. Strengthen our base of support in Florida and FPA National. ("People and Money.")



Save the Date! 
Monday, November 16, 2015


Plans are in the works for our Fall Trip to Tallahassee scheduled for Monday, November 16.  Plan to arrive Sunday night, November 15 and join the team for dinner.   The Team will be scheduling appointments with the Office of Financial Regulation, the Department of Financial Services and other important regulatory officials.  Stay tuned..details coming shortly!


Thanks to Our

Resource Partners

Friends Level

Council Level

Dyess Insurance Services

John Hancock Investments

Retirement Funding Solutions, Inc.

Find our more about becoming a resource partner today! Click here for more information

FPA Chapters in the State of Florida

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