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.

Diamond Sponsors

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Derek Helms | derek.helms@fairwaymc.com | 704.989.1669
Stephanie Bryant, SVP | sbryant@paragonbank.com | 704.644.4023

Upcoming Events

Tuesday | March 20
Monthly Luncheon
11:30am-1:00pm | Myers Park
TOPIC: Yield of Dreams presented by Columbia Threadneedle
Earn 1 hour of CFP

Tuesday | April 17
Monthly Luncheon
11:30am-1:00pm | Myers Park

April 21-28
Money Smart Week

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.

Look now...


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...

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.

Employment Opportunities...