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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.

Symposium

Thank you to everyone that came out for the 2018 Symposium!  Please save the date for 2019: September 26 at the Marriott SouthPark.

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Diamond Sponsors

Columbia Logo Tag Color - JPEG
Derek Helms | derek.helms@fairwaymc.com | 704.989.1669
Stephanie Bryant, SVP | sbryant@paragonbank.com | 704.644.4023

CALENDAR OF EVENTS

december

FPA Charlotte Annual Monthly Meetings PackagePay up-front for all monthly meetings and SAVE! (note, two of the eight are breakfast meetings)

18dec11:30 AM1:00 PMDecember Monthly LuncheonTax Jeopardy!

january

FPA Charlotte Annual Monthly Meetings PackagePay up-front for all monthly meetings and SAVE! (note, two of the eight are breakfast meetings)

15jan11:30 AM1:00 PMJanuary 2019 Monthly Meeting (Luncheon)John Dalton, CPS Atlantic | Long Term Care | 1 HOUR CFP

february

19feb11:30 AM1:00 PMFebruary 2019 Monthly Meeting (Luncheon)Doug Benson | Foundation for the Carolinas

march

19mar7:00 AM8:30 AMMarch 2019 Monthly Meeting (Breakfast)"In Search of Treasure" | Doyle Auctioneers & Appraisers

april

16apr11:30 AM1:00 PMApril 2019 Monthly Meeting (Luncheon)Topic TBD

may

21mayalldayMay 2019 Monthly Meeting (Half Day Program)Ethics Day

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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