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About FPA of Los Angeles

Who We Are

FPA's members include financial planners, many of whom hold the CFP(R)  certification or are pursuing CFP(R) certification. Other members include practitioners such as accountants, attorneys, bankers, charitable giving specialists, insurance agents, stockbrokers, money managers, investment consultants, broker-dealer and corporate executives, and others who champion the financial planning process.

FPA is also home to Broker/Dealer Members -- NASD member firms that are in the retail securities business and whose representatives are allowed to offer more than proprietary products.

FPA Values

COMPETENCE

Our dedication to competence requires not only lifelong learning, but also that we continually assess our ability to appropriately and effectively address the needs of those whom we serve.

INTEGRITY

We strive to have ever more congruence between our words and deeds, and to deliver genuine value to those whom we serve.

RELATIONSHIPS

We are committed to open, inclusive and respectful relationships, including collaboration among diverse parties on common interests.

STEWARDSHIP

We recognize our responsibility to act with vision, ever mindful of the effects of our actions on the future.

FPA Primary Aim

Elevate the profession that transforms lives through the power of financial planning.

FPA benefits the public by helping to ensure that financial planning is delivered through competent, ethical financial planners. We are the community that fosters the values of financial planning and advances the financial planning profession.

Objectives

Our Business Objectives describe actions we will take to achieve our Primary Aim. We seek to accomplish this through strong and active leadership in partnership with FPA's community of chapters.

  • Unify the voice, focus and resources of the financial planning community.
  • Grow the organization by bringing together those who champion the financial planning process.
  • Cultivate the body of knowledge of personal financial planning.
  • Advance brand awareness for professional financial planners, building the CFP credential as the hallmark of the brand.
  • Define and effectively communicate a common understanding of the discipline of personal financial planning and the benefits of its use.
  • Facilitate the success of our members.


© 2021 FPA of Los Angeles - All rights reserved
Financial Planning Association of Los Angeles is a 501(c)(6) non-profit organization.

Phone:  (323) 510-4870    Mail:  in care of Premium Organization, PO Box 4130  Scottsdale AZ 85261