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

Thursday, October 19
NexGen: A Night With Larry Carroll

Tuesday | November 21
11:30am – 1:00pm
Monthly Chapter Luncheon

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

More events...

2017 Symposium

The 2017 Annual Symposium and Sponsor Expo offers something for everyone in the financial planning industry.  Planners, investors, accountants and even attorneys can choose from a variety of high quality and timely topics presented by industry leaders


Member News

Nancye Bailey named as new Chapter Executive for FPA Charlotte. 

More news...

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.

1 new job posted 8.7.17
2 new jobs posted 10.12.17

Employment Opportunities...

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...
Columbia Logo Tag Color - JPEG