ABOUT

The FPA of Miami is a regional chapter of the Financial Planning Association (FPA®), the national leadership and advocacy organization representing the financial planning community.  Our chapter promotes the advancement of knowledge in financial planning, supporting programs and projects that help the public learn the benefits of financial planning. FPA of Miami's mission is to promote the financial planning process and profession, and to provide value to our members and the community by upholding the highest ethical standards of knowledge, integrity, and service. 

 

We encourage you to get involved with the FPA of Miami. Attend an event, join a committee, connect with colleagues, share ideas, and access techniques and best practices that you can implement in your own business and life.

2020 CHAPTER PRESIDENT 

Stephen A. Taylor, JD, CFP®

Stephen A. Taylor Wealth Management

Tel: 305-722-0091

sat@satwealthman.com

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2020 STUDENT CHAPTER PRESIDENT 

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Francine Ma

Florida International  University (FIU)

Student Membership Dues - Pay Here!

One Semester - $55.00

Entire School Year  - $90.00

CONTACT US

Ready to leave a mark? Contact us!

Tel: (786) 390-7655

6815 Biscayne Blvd, Suite 103 #323

Miami, FL 33138

info@fpamiami.com

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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