Tools, Support and Often Used
Welcome You have Public security privileges
Showing tools for Public Visitors Members Board Members Administrators
This menu can be dragged to another location
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.
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
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
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
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
FPACONNECT with Colleagues Online
Follow us on Twitter
Like Us on Facebook
Hang out with us at Google+
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.