• FPA of Miami

We Did It.

Today, I am overwhelmed with a tremendous feeling of pride and appreciation after orchestrating the largest & most dynamic FPA of Miami Annual Symposium ever for financial planning professionals. It’s hard to express how grateful I am for the exceptional work of our board of directors this year and the incredible support of our partners. Having an all-star lineup of industry thought leaders such as David Kelly, John Lewis Evans Jr., Daniel P. Egan & Joe Jordan as well as a beautiful new venue at Akerman LLP helps too! No doubt, we are elevating the discussion in Miami’s financial planning community.

Thank you to everyone who presented, partnered, prepared, and attended the 2018 FPA of Miami 13th Annual Symposium!


Check out the highlights below:

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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.  

© 2018 FPA of Miami.

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

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