About Us
The 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.
|
|