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 July

New Members
Christine Dixon
Ameriprise Financial

Rommel Garcia, CFP®

Graeme Lamb, CFP®
Ameriprise Financial

5 Years of Membership
Cory Driscoll
Raymond James

John Tabor, CFPC®
VyStar Credit Unionl

15 Years of Membership
Dev Goswami, CFPC®
Ohio National

Upcoming Events

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

Thursday, August 15 Northeast Florida FPA Presents Advanced Behavioral Portfolio Design Workshop

Wednesday, October 23 Northeast Florida FPA Presents 2019 Symposium

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

Member Resources

FPACONNECT with Colleagues Online

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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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