What is FPA

ABOUT

Who are we? The Financial Planning Association is a professional association comprised of members who provide a multitude of personal financial planning services. We work in all disciplines of finance and regularly hold ourselves out to the public as financial planning professionals, often in a fiduciary capacity. While many of us are CERTIFIED FINANCIAL PLANNERS(TM), we are also trust & estate practitioners, CPA's & accountants, insurance advisors, money managers, bankers, succession planners, benefit consultants, retirement plan specialists, students, and more. We work for boutique Registered Investment Advisory (RIA) Firms, Large Asset Management Firms, Broker-Dealers, Banking Institutions, Insurance Companies, CPA Firms, Law Practices, Consultant Groups, Independent Firms, Start-Ups, Real Estate Firms, Lenders, and more. 

Miami has a particularly diverse & vibrant community. As the gateway to Latin America, and with billions of dollars of wealth and a constant incoming migration of assets, the FPA of Miami promotes the financial planning process and profession, and provides value to our members and the community by upholding the highest ethical standards of knowledge, integrity, and service. We seek to expand our membership and influence in the financial planning community, ensuring that our members are learning from each other. We promote best practices and regularly meet to network and engage in spirited discussions and practice management conversations. We hear from some of the top subject matter experts in the country on a host of relevant topics to our practices. Our annual chapter dinners and Symposium cover all areas of financial planning including fundamentals, investments, insurance, tax, retirement, and estate planning. It's a really amazing place to develop professionally and expand your network. We hope that you come check us out and join our community. 

FPA is the association home for CFP® professionals and those who support the financial planning process. FPA is the recognized and unquestioned professional membership resource and advocate for the CFP® community and is proud of its longstanding support of this highly respected designation. FPA helps connect all in its membership – CFP® professionals, academic leaders, students, and individuals and companies who are part of the financial planning profession – in a variety of unique and compelling ways.

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Refer a Member. Lower Your Dues. Help Grow FPA - Through FPA’s Member-Get-a-Member Program, your referrals help the association grow by adding new members. Both you and those you refer save on membership dues. The more you refer, the more you save. Visit the FPA website now to learn how when you refer a member between September 1 and December 31, 2017, your rewards will double!

Did you know that FPA offers members a wide range of exclusive discounts on various services, programs and products designed to help you in your work and business? FPA connects members with the tools and resources that take your practice to the next level, all while saving your ​money that more than covers the cost of your annual dues. Save hundre​ds - even ​​thousands - with your FPA membership! Preview the FPA Member Advantage Program Guide today to get deals on services and products for back office support, technology, marketing, insurance, education, research and much more. 

 

Membership Questions? Call FPA Member Services at 800.322.4237, option 2, or email MemberServices@FPAnet.org.

Beverley Todd

FPA of Miami Chapter Executive

Beverley Todd is the FPA of Miami Chapter Executive and is responsible for all day-to-day chapter administration work. 

Joe Grimes, CAE

Executive Director at FPA of Florida

Joe Grimes is the Executive Director for the FPA of Florida, and oversees the integration of the 8 Florida FPA chapters.

Jonathan-2015Headshot copy.jpg
Jonathan Cameron, CFP®

FPA of Miami 2019 President

Jonathan Cameron, CFP®,  is the FPA of Miami President 

CONTACT US

Ready to leave a mark? Contact us!

Tel: 786-390-7655

6815 Biscayne Blvd

Suite 103 #323

Miami, FL 33138

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.  

© 2018 FPA of Miami.

6815 Biscayne Blvd | Suite 103 #323 | Miami, FL 33138 

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