303.867.7188 | nbailey@onefpa.org

The Financial Planning Association (FPA) is the membership association for nearly 30,000 Certified Financial Planner professionals, financial planners, specialist and organizations dedicated to enhancing and promoting the financial planning process. The Charlotte Chapter is one of 100 chapters nationwide that form the backbone of the FPA and attract the best in the financial planning community.

Our Chapter’s Mission is to “Advance the financial planning profession by providing education, interaction and leadership for the Financial Planning Community and the Public it serves, in accordance with the Certified Financial Planner Board’s Code of Professional Standards.

The FPA of Charlotte offers educational and professional enhancement programs and forums for all Financial Planning Professionals. Monthly luncheons are held at Myers Park Country Club, 2415 Roswell Ave, Charlotte, NC. The Annual Symposium and Sponsor Expo is a day and a half of educational seminars featuring nationally known speakers and presenters along with a vendor expo. The Symposium is set for October 6 at Winthrop University in Rock Hill, SC.

FPA of Charlotte has been awarded the GOLD LEVEL ACHIEVEMENT AWARD for Chapter Excellence from the National Association 11 times. The Chapter also received the Pinnacle Award for being one of only six Chapters nationally to have achieved the Gold Level Award since its inception in 2000. This level of service to the members and public in the area Charlotte metro area is a direct reflection of the support the Chapter receives from its valued SPONSORS and the 400+ financial professionals who comprise the membership of the chapter..

The FPA of Charlotte serves the Charlotte Metropolitan area, North Carolina Triad area (Greensboro, Winston-Salem and High Point) and “Upstate” South Carolina. For information contact – Nancye Bailey, Chapter Executive at nancye@fpacharlotte.org or 704.556.7919.