PlannerSearch

Choose from 1,000s of financial planners, all of whom adhere to FPA's Code of Ethics.

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For FPA Members

 

Search Suggestions:  FPA of SWFL suggests searching by different methods to increase the results. With over forty of our members participating in Planner Search, a potential "good fit' for your needs may be overlooked if your search is too narrow.

How Planners Charge:  Choose from five different options for how planners charge.  You can select multiple methods and any planner who fits that criteria will come up in your search.

 
 

 

Our Mantra:

 

"Studies have shown that people who have a written financial plan and work with a Financial Planner are more confident about their future, and the place to begin your search for a Financial Planner is with the Financial Planning Association of SWFL." 

You can contact FPA of SWFL through our website www.fpa-swfl.org or call (239) 471- 4237 or (941) 637-7526.

 

Chapter Highlights

 

    About FPA of Southwest Florida Learn about how you can become involved...

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

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

    Our Board of Directors Meet the leadership that drives FPA of Southwest Florida...

August Meeting at the American Legion

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The Financial Planning Association of SWFL will be joining the American Legion in packaging and providing care boxes to our troops

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Looking to Connect with Local Professionals?

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There are many advisors in the Southwest Florida area, find the one who is best suited to you.

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Find Helpful Resources on a Variety of Topics

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Visit FPA's Web Site for more resources.

 

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SWFL - FPA of Florida Career Center (PNG)