The Financial Planning Association

News & Highlights

Gold Level 2007

The Financial Planning Association® of Charlotte was recognized for attaining the gold level achievement award for 2007 in FPA’s Chapter Recognition Program. The Charlotte chapter has received gold level status annually since the program’s inception in 2000.

FPA Charlotte 2008
Symposium & Sponsor Expo
August 27 - 28
Register Here

click here for brochure & agenda

Positions Wanted Click Here!

Positions available click here!

serving the financial planning community
The goal of FPA Charlotte is to provide the financial planning professional with access to the very best networking and educational opportunities. Our meetings allow members to connect with colleagues, learn from some of the best in our industry, and become part of an organization dedicated to the advancement of the financial planning profession. Here you will find pioneers of the financial planning industry as well as those who have recently entered the field. You can learn from the experiences of senior planners as well as catch the enthusiasm of new CFP certificants. Contact us today!

Inside the Journal of
financial planning

take a look inside the current issue

Appalachian students attend
FPA Charlotte Symposium 2007

Four ASU students earned scholarships to attend FPA Charlotte's Symposium and Sponsor Expo. Pictured above (left to right) are Clayton Quamme, Allison Icardi, Jack Barton, Candace Hrozencik, and Dr. Ivan Roten.

We wish to thank our sponsor/partners for their support. You may visit them by clicking their logos here or on our Partners page.

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Appalachian students attend FPA Charlotte Symposium 2007

Appalachian students attend
FPA Charlotte Symposium 2007