Demographics

FPA of Puget Sound promotes the value of financial planning.  It provides educational and networking opportunities for financial planning professionals in the Puget Sound region. 

 

FPA of Puget Sound is one of the nation's largest and most preeminent organizations for financial planning professionals.  FPA of Puget Sound members span south from Olympia to the Canadian Border and east to the Tri-Cities. 

 

FPA of Puget Sound is among a very elite group of local chapters achieving the prestigious Gold Chapter award for seven consecutive years and is part of a select group to be recognized for the 2007 Pinnacle Award. 

 

FACTS: 

 

  • Our average member is between 45 and 54 years of age
  • Over 60% of our members hold the CFP designation
  • 75% have at least a Bachelors degree
  • 30% have earned their Masters degree
  • 6 meetings per year – including Annual Symposium
  • Communications sent to over 1300 professionals

 

 

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