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!
Scholarship students attend
FPA Charlotte Symposium 2008
This year, students from Appalachian State University, University of North Carolina at Charlotte, and Queens University, pictured here with President-Elect Dr. Ivan Roten, received scholarships to attend the FPA Charlotte Symposium.
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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