ONE CONNECTION™ to the Financial Planning Profession

FPA™ of Tampa Bay promotes universal acceptance of the value and necessity of the financial planning process. We elevate the profession and help a lot of people along the way. FPA members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve.

Upcoming Events

Thursday, January 30 FPA Tampa Bay Presents Future Firm, Future Planner. Practice Management Roundtable.

Thursday, February 20 FPA Tampa Bay Presents Forecast 2020

Tuesday, May 5 Florida Elder and Disability Law Forum Presents Florida Elder and Disability Law Forum - May 2020

Search for all upcoming and past event details in our Event Calendar

Your Financial Planning Association – including our Student Chapter at USF – has partnered with USF Human Resources Department to launch a pilot program in Financial Wellness for the employees at USF Tampa Campus. Six classes have been scheduled for the Fall Semester. If successful, the series will continue in 2020, kicking off at the beginning of April (Financial Literacy Month) and concluding during Financial Planning Month in October.

If you want to become part of this project… from program and curriculum design to presenting and marketing, please let us know

Welcome New Members

Brandon Bryant
USF Student Chapter

Mustafa Divan
Zahn Associates, Inc.

Corey Ward

Membership Milestones

Celebrating 5 Years
Cheryl Bott, CFP®
Prosper Financial Advisers

Celebrating 10 Years
Ronald J. May, CFP®
Wells Fargo Advisors

Celebrating 15 Years
Jack M. Callahan, JD, CFP®
Advanta IRA Services

Andrew J. Mascardini, CFP®, CIMA®
Capital Group

John D Peterson, CFP®, CASL®
Florida United Methodist Foundation

Celebrating 20 Years
Robert R. Fradette, CFP®
Infinex Investments, Inc.

Daniel B. Goldberg, CFP®
One Source Advisory

Ronald R. Oldano, CFP®
Ameriprise Financial

FPA is proud to be one of the first to launch a national association group health plan exclusively for FPA members! Learn more.

Questions? Comments? Opinions? Job Hunting?

Have a question or need to contact us? Email, mail, or call our Chapter Executive regarding chapter events, members, comments and questions.

FPA of Tampa Bay 
Christine Brown, Chapter Executive
12157 W Linebaugh Ave #312
Tampa, FL 33626-1732

(813) 814-1630 Voice

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