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For FPA Members
 
 


Mission Statement:


Promoting and advancing financial planning to members and our local community.

 

 

 

Chapter Highlights

 

Pittsburgh 2013 Saluting Service graphic

Tuesday, May 20, 2014


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Pittsburgh 2013 Financial Forum logo

Thursday, October 16, 2014



Welcome to our Newest Members!

 

Keith Biskup, CFP®, Private Wealth Advisors, Inc.

 

Nathan Boxx, CFP®, Fort Pitt Captial Group


Dirk F. Cappo


Samuel G. Carpenter, CFP®, CPA, PFS, Carpenter Financial Services


Ross D. Chambers, CFP®

 

David J. Down, Mid Atlantic Capital Corporation


Adam Embry, Dollar Bank F.S.B


Lisa A. Fredette, CFP®, Metlife


Ryan Gallagher, Rootstock Wealth Advisors


Curt Grossman, CFP®, Wealth Management Strategies, Inc.


Andrew Guise, CFP®

 

Davisson Hammond, CFP®, Ameriprise Financial


Karen Hartley, Ameriprise Financial Services, Inc.


John W. Matune, CFP®

 

Lynn Zhou Mazek, CFP®, BNY Mellon


Trevor McCance, Hefren-Tillotson, Inc.


Tovah Powell


Rebekah Saylor, Hefren-Tillotson, Inc.


Donald J. Settina, CFP®, Retireright Pittsburgh


Stephen Shaffer


Brenda Smit, Peoplesmith


Tom B. Windfelder, TBROOKS Financial Network


Carolyn J. Wolfe


Gerald M. Zidak, Jr., MCEP, FICF, Ph.D., Pennsylvania Elder Estate Advocacy Services

 

 


    About FPA of Pittsburgh Learn about how you can become involved...

    Contact Us Find out how FPA of Pittsburgh helps reach your career goals...

    Join us at our next chapter meeting We discuss many topics to help your business...

 



Events and
Conferences

 

 

FPA Experience 2013
Transform Your CFP® World

Register Now for Early Bird Pricing!

 

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Your Practice
Your Clients

 

 

FPA’s Virtual Learning Center offers practice management sessions on topics ranging from generating referrals to effectively using social media. Browse these sessions and more (many of which are free to FPA members) through the Practice Management Center.


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Member Benefits: Use Them

 

 

Member-Get-A-Member

Referring and referred members receive discounts on their annual membership dues.

 

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Knowledge and
Resources

 

 

Take advantage of FPA’s archived ethics courses – each comes complete with streaming audio, PowerPoint presentation and an online CE exam. 

 

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