ONE CONNECTION™ to the Financial Planning Profession

FPA™ of Northeast Florida promotes universal acceptance of the value and necessity of the financial planning process. We elevate the profession and help a lot of people along the way. FPA members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve.

Membership Milestones for April

New Member
G. Dale McNabb, CFP®
Edward Jones

One Year of Membership
Michael S. Taras, CFPC®, AIF®, CFP®
Capital Analysts of Jacksonville

10 Years of Membership
Charles R. Kalb, CFPC®
Ameriprise Financial

Jud Mallini, CFPC®
Together Planning

WI$E MONEY Week 2017

Upcoming Events

Friday, May 3 Northeast Florida FPA Presents Education Funding

Tuesday, June 11 Northeast Florida FPA Presents Recognizing Dementia

Tuesday, July 23 Northeast Florida FPA Presents Ethics for CFP Professional

Wednesday, October 23 Northeast Florida FPA Presents 2019 Symposium

Search for all upcoming and past event details in our Event Calendar

Kitces: Will the CFP designation become a requirement?

Historically, the competency standards to become a financial advisor have been very low. This low barrier for entry has meant that even licensed insurance salespeople who technically can’t be paid for dispensing advice can call themselves advisors. Read More

Tax planning ideas to rescue clients after natural disasters

Following a year that included wild fires and multiple hurricanes, financial advisors can provide a valuable service to clients who found themselves in harm’s way. Among the many tax law changes is a temporary modification of the personal casualty loss rules, and while the deduction may be unavailable in most cases, the window is not completely closed on this tax benefit in an otherwise difficult time. Read More

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Pro Bono Efforts

Volunteers for FPA of Northeast Florida exemplify the heart of financial planning. See the opportunities available.

Career Development

Start, grow, or transition your financial planning business with our Chapter Job Board and with the help of FPA.

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