About Us


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. 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.

Our FPA of Florida Board of Directors

OFFICERS


Chairman

Charlie E. Fitzgerald III, CFP®
(407) 869-6228 ext 102
charlie@moisandfitzgerald.com

 

President

M
ichael 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

 

 

                                                                    Copyright 2012, FPA of Florida. All rights Reserved.