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, July 25 FPA Tampa Bay Presents Ethics: Getting Ready for October 2019

Friday, August 16 FPA Tampa Bay Presents Workshop on Estate Planning

Wednesday, October 30 Florida Elder and Disability Law Forum Presents Florida Elder and Disability Law Forum - October 2019

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

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

Rene Eric Aranda
USAA Financial Advisors

Barry W. Elliott

Isaac B. Hartmann, CFP®, CFA
Allen & Company of Florida, Inc.

Cheryl KirstenCFP®,

Mac Tennant, CRMP
Access Reverse Mortgage Corp.

Joseph E. Ward, CFP®
Belpointe Asset Management

Membership Milestones

Celebrating 5 Years
Holly Donaldson, CFP®
Holly Donaldson Financial Planning, LLC

Celebrating 15 Years
Edward L. Brown, CFP®

Celebrating 25 Years
Dale N. Thomas

Celebrating 35 Years
Edna V. Boyles, CFP®
UBS Financial Services

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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