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Our Mission Statement:

The mission of the Financial Planning Association of Puget Sound is to serve the needs of the membership by enhancing their professional and personal growth, and to foster the value and promote the success of the financial planning profession.

 

Chapter Highlights

About FPA of Puget Sound  Learn about how you can become involved...

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

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

Interact with others on our blog, discuss meetings, and visit with Partners

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FPA-ActiFi Adviser Technology Series

 

New Member Benefit

 

Learn more about the FPA-ActiFi Adviser Technology Reports: CRM Edition

Practical Customer Relationship Mgmt. research focuses on the adviser's needs.


 

 

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A Year After the Market Crash

 

Finding Optimism

 

FPA research explores how planners learn to adapt to a new world.

 


 

 

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21st Century Planning


 

What Lies Ahead?

 

Read Elizabeth Jetton's latest blog entryIndustry vet Elizabeth Jetton offers ideas on modern planning for the second half of life.


 

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