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Financial Planning Association

The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care. FPA members are those who commit to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. They deliver advice using an objective, client-centered, ethical process. FPA membership consists of financial planners and all those who support the financial planning process. FPA’s nationwide network of nearly 100 chapters encourage professional development and networking on a local level.FPA is governed by a volunteer Board of Directors who are charged with helping the organization reach its Primary Aim while upholding the organization’s bylaws. The Association’s staff is dedicated to creating an unparalleled membership experience. FPA seeks staff who embody the organization’s Core Values.

We are now finishing our third audit with GRF.  In particular, Andreas Alexandrou and Dino Karamalikis have kept us on a track of continuous improvement in our financial processes and office management.

Wendy Gilbert |  Director