Tuesday - Wednesday, September 8 - 9, 2015

FPA Annual Symposium & Sponsor EXPO














Welcome to the Financial Planning Association (FPA) of Charlotte, North Carolina.  Here you will find pioneers of the financial planning industry as well as those who have recently entered the field. We purpose to provide the financial planning professional with access to the very best networking and educational opportunities. Our meetings allow members to connect with colleagues, to learn from some of the best in our industry, and to become part of an organization dedicated to the advancement of the financial planning profession. Join us and learn from the experiences of senior planners, stay informed with current issues, and catch the enthusiasm of new CFP certificants. Contact us today!



2014 Board of Directors 

The Board Members are as follows: L to R:  Gene Curtis, Angela Bellamy, Jennifer Sperry, David Perkins, Sandra Carlson, Chia-Li Chien, Brandon Davis, Sherry Teat,  Peter Miller and Harry Greyard.  Not pictured: Thornton Withers.


Take a look inside...