About Us


FPA - The Heart of Financial PlanningThe Heart of Financial PlanningTM

The Financial Planning Association® (FPA®) members demonstrate a commitment to the highest standards of professional competence, ethical conduct and clear, complete disclosure for financial planning professionals.

As a member of FPA, you are never alone. You are part of a community of more than 27,500 members, all pulling together for those we serve. FPA's individual members include financial planners, accountants, attorneys, bankers, charitable giving specialists, insurance agents, stockbrokers, money managers, investment consultants, broker-dealer and corporate executives, and others who champion the financial planning process. FPA institutional membership connects firms that support the financial planning process to the financial planning community. Learn more.




FPA Chapters
in Florida

The nine Florida chapters of FPA currently represent over 1,400 members who provide services to over 200,000 Floridians. The estimated total economic base represented by membership is $89.6 billion.  FPA chapters in Florida currently serve the most densely populated counties in Florida. Florida’s projected population growth would indicate the future need for competent and ethical financial planning professionals.

The History of FPA of Florida

The FPA of Florida was conceived in 2004 and has grown over time to be a tremendous resources to the FPA chapters here in Florida and the members they service.  Click here for a more detailed history of the FPA of Florida.

Our FPA of Florida Board of Directors

OFFICERS


President

Paul B. Miller, CFP®
(561) 362-0331
Paul@PaulMillerAdvisor.com

President Elect

Kimberly Overman, CFP®
(813) 229-2000
koverman@thefinancialwell.com

Chairman

Matt A. McGrath, CFP®
(305) 448-8882 ext 206
mmcgrath@evensky.com

Secretary

Claudia L. Sachs, CFP®, CCM
(850) 210-0500
claudia.sachs@prudential.com

Treasurer

Jean P. Larsen, CFP®
(941) 408-0088
jplarsen@verizon.net

DIRECTORS

Allen Arntzen CFP®, CLU, ChFC
(727) 538-0182
AllenDArntzen@aol.com

Cathy Norris CFP®, CLTC, CRPC
(813) 814-2935
Cathy.a.norris@ampf.com

Charlie E. Fitzgerald III, CFP®
(407) 869-6228 ext 102
charlie@moisandfitzgerald.com

Michael J. Zmistowski, RFC
(813) 282-7200
MZfp@aol.com

Paul H. Auslander, CFP®
(407) 207-9006 ext 14
pauslander@afadvisors.com

FinancialPlanningFlorida.org
Diane Layton
(407) 814-9905

 

2010 Copyright. All rights reserved.

 

Copyright, 2010, FPA of Florida. All rights Reserved.