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    Serving Financial Planning Professionals in Miami

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    The Financial Planning Association ® (FPA ®) is the national membership organization for CFP® professionals, the indispensable resource to help you supercharge the value of your CFP® certification and become the best planner you can be. We believe true financial planners provide an invaluable, critical service to society, and that CFP ® professionals lead the way in the commitment to raise the bar for the clients they serve -- from transaction to transformation.

    Featured Event:

    1 DAY TO THE EVENT
    SECURE Act | June 4 | CE Credit | Webinar
    A CE presentation not to be missed - "SECURE Act for Clients' Planning" presented by Lance Lvovsky, CPA , Marcum LLP, and Adam Schucher, Esq. Katz Barron. The event will be moderated by Philip Herzberg, CFP®, CTFA, AEP®, MSF, Client Advisor, The Lubitz Financial Group.

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    Recent Chapter Dinner Pic

    Joint FPA of Miami/ACG South Florida Dinner

    Holland & Knight LLP - April 3rd, 2019

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    Becoming an FPA Member

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    Vision:  To elevate the profession that transforms lives through the power of financial planning.

     

    Mission:  The FPA of Miami seeks to create an indispensable professional community experience by promoting the financial planning profession.  To that end, we aim to be extraordinary in our programs, advocacy efforts, and service.  

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