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.