serving the financial planning community
The goal of FPA Charlotte is to provide the financial planning professional with access to the very best networking and educational opportunities. Our meetings allow members to connect with colleagues, learn from some of the best in our industry, and become part of an organization dedicated to the advancement of the financial planning profession. Here you will find pioneers of the financial planning industry as well as those who have recently entered the field. You can learn from the experiences of senior planners as well as catch the enthusiasm of new CFP certificants. Contact us today!

Inside the Journal of
financial planning

take a look inside the current issue

FPA Charlotte 2010 Board of Directors

 

Harry Greyard, Chia-Li Chen, Bill Gary, Kathy Stanley, Robert Higgins, Diane Willis, David Massey (Deputy NC Securities Administrator) Lynn Davidson, Kris Carroll, Cindy Reninger, Darren Kearns (Sr. Financial Investigator)