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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.

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Diamond Sponsors

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

CALENDAR OF EVENTS

april

17apr11:30 AM1:00 PMApril Monthly LuncheonNorth Carolina Uniform Power of Attorney Act

may

15may11:30 AM2:30 PMMay Monthly LuncheonEthics Day

24may6:00 PM8:00 PMNexGen Speaker SeriesSPEAKER: Don Stamas, CFP®, CLU® Founder & CEO

june

19jun8:00 AM1:00 PMWhat’s Your Plan? A Fiduciary Look at Extended Care PlanningBONUS CE OPPORTUNITY | 4 hours INS & CFP CE

october

04oct7:00 AM5:30 PM2018 SymposiumBACK TO CHARLOTTE!

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...

OneFPA

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...
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