The Financial Planning Association (FPA®) of Charlotte, along with the Foundation for Financial Planning, is highly involved in the pro bono activities for our chapter. The FPA of Charlotte Pro Bono program is dedicated to helping underserved populations by providing free, no strings attached, objective financial planning services to eligible individuals and families through the programs it offers.
FPA Charlotte member volunteers have been engaged selflessly in pro bono activities since the profession began. Some of the benefactors of our Pro Bono program include:
In addition to our local Pro Bono activities, many volunteers also serve with the “FPA Ask-A-Planner” program.
To find out more about visit FPA Pro Bono.
To volunteer, or to inquire about our next Pro Bono event in Charlotte, please contact our Mary Lou Daly, Pro Bono Director.