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FPA - The Heart of Financial PlanningThe 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. Floridas 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.

2016 Executive Team and Board of Directors

Executive Committee

  Phil Herzberg, CFP, CTFA, AEP
(305) 670-4440
  Chris Draughon, CFP
President, Co-Advocacy Director
(904) 824-4349   cdraughon@firstcoastadvisors.com 

 Ashley OKurley , CFP
President Elect
Miami Representative

(305) 579-4021

Claudia L. Sachs, CFP, CCM
(850) 414-7290 ext, 2012


Laura Mattia
(201) 400-5685

2016 Board of Directors

Timothy Allen
Southwest Florida Representative
(239) 571-5440                      timallencmb@gmail.com

Tiffany Beard, CFP
Northeast Florida Representative
(904) 730 3863
Christopher Bruser
Tampa Bay Representative
(813) 857-4565
Matt Chancey, CFP
Director, Central Florida Representative
(407)  601-3063       matt@mattchanceycfp.com
Bill Dyess, CLTC
Greater Ft. Lauderdale Representative
(954) 383-0004

James McBrayer
Gold Coast Representative  
(561) 713-0631
Tom Roberts, CFP
Suncoast Representative
(941) 927-9590

Hubert Ross, CFP
Gulf States Chapter Representative
(850) 502-2440


Diane Layton
(407) 814-9905










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