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

Monday, April 29 FPA Tampa Bay Presents Train One, Teach Thousands. Financial Literacy in Florida and the Impact on Your Business

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


Pasco County School’s faculty and staff hosted their first Financial Literacy Expo in conjunction with the Financial Planning Association of Tampa Bay at Wesley Chapel High School during April’s National Financial Literacy Month.

265 individuals registered for the Expo. 35 classes were taught by chapter members and other personal finance professionals. Topics included: into classes on Financial Planning, Retirement Planning/How To Begin, Estate Planning, College Funding, Budgeting, Insurance, Using Children’s Books to Teach Financial Literacy, College Scholarships and  Financial Aid, Federal Reserve’s Preview of Free Online Resources for Consumers and Families, and Is A Career In Financial Planning for You?

Expo included 24 table top displays representing the Federal Reserve, banks, credit union, USF Personal Financial Planning Degree Program and USF Admissions, insurance companies, attorneys, wealth management, and the Financial Planning Association of Tampa Bay.

Welcome New Members

Bernard R. Rey

Edmon Rakipi, AIF®
Asset Management Financial Services

Celebrating 5 Years of Membership

David Ness, CFP®

Celebrating 25 Years of Membership

Dennis R. Olden

Celebrating 35 Years of Membership

Morgan Christian, CFP®
James I. Black & Company

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
FPA@PlanningTampaBay.org




Welcome to PlanningTampaBay.org