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FPA™ of Northeast Florida 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.
Thursday, January 11
FPA Tampa Bay
Retaining Heirs Workshop
Thursday, January 18
FPA Tampa Bay
Personal Financial Planning Day @ USF
Thursday, May 24
Florida Elder and Disability Law Forum
Florida Elder and Disability Law Forum - Spring 2018
Search for all upcoming and past event details in our
With the holidays nearly upon us, you may be thinking about how to thank clients for their business through usual tactics, each one receiving the same gift basket. However, Janus Henderson Labs can show a personalized approach can make a big difference. Read More
Zach Berkey of Taylor Morrison
Chase Burkhart, CFP® of CapTrust
Denise Greene, Colleen Rodriguez, and Diane Vance of Fairway Independent Mortgage Corp.
John Creveling, MBA, CFP®, RFC of Creveling Financial
Lance N. Becatti, CFP®, CLTC® of Ameriprise Financial Services, Inc.
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