Your Partner in Planning

Our Mission

Our FPA chapter champions the value of the financial planning process and advances the financial planning profession. We strive to foster competent, committed and ethical members; provide educational and networking opportunities to assist members in their efforts to achieve personal and professional fulfillment; build a growing membership with a shared vision; and help people recognize the value of the financial planning process as a way to achieve their goals and dreams.

We encourage you to get involved with the FPA® of Tampa Bay. Attend an event, join a committee, connect with colleagues, share ideas, and access techniques and best practices that you can implement in your own business and life.

About FPA®

The Financial Planning Association® (FPA®) is leading membership organization for CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, educators, financial services providers and students who seek advancement in a growing, dynamic profession.

FPA members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve and take part in professional education, advocacy, and community service at the national and chapter levels.

FPA is compensation neutral and represents those from diverse backgrounds and business models.

We support our members in advancing through every phase of their career — encompassing the business, practice and profession of financial planning.

Regardless of where you are in your career, FPA is where you start or continue your journey to mastering the practice and business of financial planning, and being a part of driving the profession forward.

The Financial Planning Association of Tampa Bay is governed by a volunteer Board of Directors.

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