ONE CONNECTION™ to the Financial Planning Profession

FPA™ of Northeast Florida promotes universal acceptance of the value and necessity of the financial planning process. We elevate the profession and help a lot of people along the way. FPA members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve.

Why I'm Involved with FPA

For years I’ve chosen to isolate myself within my own business... getting more deeply involved with FPA is allowing me to form deeper relationships with peers, grow my advisor and leadership skills, and champion the field of financial planning to the next generation of planners.  Read more.

In The News

The 2016 IRS Dirty Dozen 
Offshore cons, creepy phone calls and dishonest preparers. These are just a few of the doozies that appeared on the IRS’s annual list of 12 tax scams, which it dubs the Dirty Dozen. Read More.

A New Wave of Advisor Recordkeeping Tools
Advisors need flexibility to work with their clients over smartphones, videoconferencing, online and other channels, and some new high-tech solutions aim to ensure all those client communications — no matter what channel they come through — are captured and recorded to meet regulatory requirements. Read More.

Upcoming Events

Thursday, June 16 Northeast Florida FPA Presents Practice Management Roundtable

Thursday, August 18 Northeast Florida FPA Presents Quarterly Education Meeting

Thursday, October 20 Northeast Florida FPA Presents 2016 Annual Symposium presented by Wellesley Investment Advisors

Thursday, November 17 Northeast Florida FPA Presents 2017 Forecast Event

Search for all upcoming and past event details in our Event Calendar

Member Resources

FPACONNECT with Colleagues Online

Follow us on Twitter

Like Us on Facebook

Hang out with us at Google+

Pro Bono Efforts

Volunteers for FPA of Northeast Florida exemplify the heart of financial planning. See the opportunities available.

Career Development

Start, grow, or transition your financial planning business with our Chapter Job Board and with the help of FPA.

Welcome to