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FPA of Florida-Working together instead of alone

As the first State Council of its kind, FPA of Florida serves as a model for other FPA chapters.  By offering advanced leadership training in a collaborative environment, chapter leaders are able to accomplish more for their members, and their communities.  Learn more...

FPA News

Charlie Fitzgerald III, CFP® was elected to the Board of Directors of the Certified Financial Planner Board of Standards, Inc. He was one of five new members elected to serve a four-year term beginning January 1, 2015. Below is the link that contains further information of this announcement. Congratulations Charlie!

Click here for more information

FPA of Central FL announces their 25th Annual Symposium

Save the dates!  January 26 & 27, 2015

Sheraton Hotel, Maitland, Florida


Announcing Keynote Speaker:  Michael Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL   

Michael will present:  Applying Behavioral Finance in Your Financial Planning Practice and Cutting Edge Tax Planning Developments and Opportunities

Other topics include:

The Art of WOW

The Hidden Cost of Liquidity

Capital Markets and Income Investing in Today's Global Economy

How Health Care Reform Has Changed the Way You Grow Your Practice

Helping to Secure Your Clients’ Retirement:  Transforming Social Security into a Winning Retirement Strategy

Retirement, Insurance, Estate Planning and Investment Planning topics to be announced

Visit www.fpafla.com for more details and to register!


The FPA of FL has concluded their 2014-15 Annual Strategic Planning Meeting and Advocacy Day in Tallahassee.  Six chapters were represented which include:  Central Florida, Miami, Northeast Florida, SunCoast, Southwest Florida and Tampa Bay. 

During the meeting the 2015 Executive Committee was elected.  The Executive Team is:

                Chairman:           Paul Auslander, CFP®

                President:           Phil Herzberg, CFP®

                President Elect:  Chris Draughon, CFP®

                Secretary:           Charlie Kerwood, III, CFP®

                Treasurer:           Jean Larsen, CFP®

Board of Directors will be announced later.

The Team discussed and selected 6 goals for the FPA of Florida in 2015.  They are:

1. State Licensing in Florida of Financial Planner

2. Create Communications (Elevator speech) to Florida Legislators and Consumers.

3. Engage in Florida legislative process.

4. Financial Planning Week and Month event(s) in Florida.

5. University degree in one of the 12 State of Florida public universities.

6. Strengthen our base of support in Florida and FPA National. ("People and Money.")



Fall Tallahassee Trip

This past October 14th marked our 14th trip to Tallahassee to advocate on behalf of our 1,237 members. Our agenda included meeting with three regulatory bodies: the Department of Business and Professional Regulation, Office of Financial Regulations and the Division of Insurance Agents and Agency Services, and Florida’s Insurance Consumer Advocate. Over the past seven years, FPA of Florida has developed strong relationships with several agencies in Tallahassee that have influence over our ability to practice financial planning. This fall’s trip offered us the opportunity to continue to strengthen our relationships and make new ones.

Click here for the summary of the Advocacy day


Save the Dates:  We have scheduled our Spring Tallahassee Trip for March 16 & 17, 2015!

Consumers Are Confused and Harmed

Last month the Financial Planning Coalition released a 27 page White Paper entitled “Consumers Are Confused and Harmed: The Case For Regulation of Financial Planners.”*     This research may affect your livelihood.  Click here for the White Paper.

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