• FPA of Miami

Wow - That was Fun... 100 Pros for Dinner!

For our FIRST joint organizational Chapter Dinner Event, that was fun. On Tuesday, February 27th, the FPA of Miami and CFA Society Miami got together for a joint program at the law offices of Bilzin Sumberg to network and learn. The energy from the combination of money management and financial planning pros across industry and channels together was outstanding - with over 100 attendees between organizations. Awesome panel on what advisors should be talking to clients about post-tax reform from the super team of Jennifer Wioncek, Patrick Lannon, and Mildred Gomez; and then a wonderful presentation on the future of investment management fees from Will Smith of Alliance Bernstein.

Special thanks to Nicole Guttierez of Bilzin Sumberg for the super support & logistics, as well as Ryan Goldsmith of CFA Society Miami for making it work on the other end. More joint events are on the way!

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

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