Welcome to the Financial Planning Association (FPA) of Charlotte, North Carolina.  Our chapter serves more than 30,000 industry professionals and is one of 100 nationwide chapters.  FPA of Charlotte serves the Charlotte Metropolitan and North Carolina Traid areas as well as the Upstate of South Carolina. Through monthly and annual events we offer our membership a variety of opportunities to learn and grow professionally.  In addition, we offer career center postings and other valuable resources free of charge.

Upcoming Events


Tuesday | December 19
11:30am – 1:00pm
Tax Jeopardy

More events...

Community Outreach

The Financial Planning Association (FPA®) of Charlotte, along with the Foundation for Financial Planning, is highly involved in the pro bono activities for our chapter. The FPA of Charlotte Pro Bono program is dedicated to helping underserved populations by providing free, no strings attached, objective financial planning services to eligible individuals and families through the programs it offers.

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Career Center

FPA of Charlotte wants to help connect individuals seeking employment with employers seeking trained financial planners.  Resumes and job openings are updated regularly.

2 firms seeing employees
2 candidates seeking jobs

Employment Opportunities...

Member News

Nancye Bailey named as new Chapter Executive for FPA Charlotte. 

More news...

Find a Financial Planner

Choosing a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional is as important as choosing a doctor or lawyer; it’s a very personal relationship. We recommend you interview at least three CFP® professionals to find the right one that best serves your needs.

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Become a member of FPA today and join thousands of industry professionals who take advantage of the benefits of their local chapter as well as the opportunities offered by the national organization.

Join now...
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