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For FPA Members

Mission Statement:

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




Chapter Highlights


Pittsburg Saluting Service Flyer (JPEG)

Tuesday, May 20, 2014

Pittsburgh_Saluting Service 2014 Register Button


Pitts-2014 Saluting Services Sponsorship Button



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



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




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


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Knowledge and



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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