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.

FPA is proud to be one of the first to launch a national association group health plan exclusively for FPA members! Learn more.

Membership Milestones for August

New Members
Deanna A. Brown, CFP®, CDFA
Lakeview Capital Partners

Michael Clark
Johnson & Johnson Vistakon

5 Years of Membership
Jamie C. Docster
Waddell & Reed

Brian Hughes, CFA, CFP®
River City Wealth Management

Upcoming Events

Thursday, February 20 Northeast Florida FPA Presents PMRT @ Jax Beach: Future Firm, Future Planner

Thursday, October 15 Northeast Florida FPA Presents 2020 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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