Welcome to the Financial Planning Association (FPA) of Charlotte, North Carolina. Our chapter serves more than 30,000 industry professionals and is one of 86 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.

Dr. Wade Phau to Speak at Symposium

FPA of Charlotte is pleased to announce that Dr. Wade Pfau will be presenting two sessions at the 2019 Annual Symposium.  Dr. Pfau is a Professor of Retirement Income at the American College of Financial Services.

In addition to Dr. Pfau attendees will hear from Katrina Hooper of Invesco and Izabella Goldenberg of Goldman Sacs among others.

The Symposium will be held at the Charlotte Marriott SouthPark on September 26.

Pro Bono Cancer Program

If you are a Certified Financial Planning professional (CFP®), then you have the opportunity to serve as a volunteer for our Pro Bono for Cancer program, lending your skills and knowledge to help patients manage their finances so they can focus on getting well.  Click HERE to learn more and get involved.

2019:  The Year of YOU!

You do so much for others—your clients, your friends, your family, your community. This year, we encourage you to add someone to the list: YOU.

When you join the Financial Planning Association®, you are taking the first step in making this year the best one yet.

But don't just take our word for it … hear from our passionate members about how FPA® is helping them make 2019 their year.

2019 Sponsors