ONE CONNECTION™ to the Financial Planning Profession

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.

Upcoming Events

Thursday, January 11 FPA Tampa Bay Presents Retaining Heirs Workshop

Thursday, January 18 FPA Tampa Bay Presents Personal Financial Planning Day @ USF

Thursday, May 24 Florida Elder and Disability Law Forum Presents Florida Elder and Disability Law Forum - Spring 2018

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


Start Expressing Gratitude

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

Welcome New Members

Zach Berkey of Taylor Morrison

Chase Burkhart, CFP® of CapTrust

Denise Greene, Colleen Rodriguez, and Diane Vance of Fairway Independent Mortgage Corp.

Celebrating 20 Years of Membership

John Creveling, MBA, CFP®, RFC of Creveling Financial

Celebrating 25 Years of Membership

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
FPA@PlanningTampaBay.org




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