About Us
The Heart of Financial PlanningTM
The Financial Planning Association® (FPA®) members demonstrate a commitment to the highest standards of professional competence, ethical conduct and clear, complete disclosure for financial planning professionals.
As a member of FPA, you are never alone. You are part of a community of more than 27,500 members, all pulling together for those we serve. FPA's individual members include financial planners, accountants, attorneys, bankers, charitable giving specialists, insurance agents, stockbrokers, money managers, investment consultants, broker-dealer and corporate executives, and others who champion the financial planning process. FPA institutional membership connects firms that support the financial planning process to the financial planning community.
Learn more.

FPA Chapters
in Florida
The nine Florida chapters of FPA currently represent over
1,400 members who provide services to over
200,000 Floridians. The estimated total economic base
represented by membership
is $89.6 billion. FPA chapters in Florida
currently serve the most densely populated counties in
Florida. Florida’s projected population growth would
indicate the future need for competent and ethical financial
planning professionals.

The History of
FPA of Florida
The FPA of Florida was
conceived in 2004 and has grown over time to be a tremendous
resources to the FPA chapters here in Florida and the
members they service. Click
here for a more detailed
history of the FPA of Florida.
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Our FPA of Florida
Board of Directors
OFFICERS

Chairman
Charlie E. Fitzgerald III, CFP®
(407) 869-6228 ext 102
charlie@moisandfitzgerald.com
President
Michael J. Zmistowski,
CRC®
(813) 282-7200
MZfp@aol.com

President Elect
Paul Auslander,
CFP®

Treasurer
Jean P. Larsen, CFP®
(941) 408-0088
jplarsen@verizon.net

Secretary
Elaine King, CFP®, CDFA®
305-670-4440
elki_99@yahoo.com
Directors

Director at Large
Edward Bell, CFP®
239-689-7200
ed3@cfplans.com

Director at Large
Bill Dyess

Director of
Public Relations/Awareness
Philip Herzberg,
CFP®, AEP®
305-572-4115
pherzberg@ladenburg.com

Pro Bono
Kasia Marczyk, CFP®

Director, Government
Relations
Paul B. Miller, CFP®
(561) 362-0331
Paul@PaulMillerAdvisor.com

Director at Large
Claudia L. Sachs, CFP®, CCM
claudia.sachs@lpl.com

Partnerships
Dale Van Scoyk
dale@ipsadvisorpro.com
FinancialPlanningFlorida.org
Diane Layton
(407) 814-9905
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