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  the 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...

 

         CFA Society of Naples September 14th Luncheon Meeting                                                                                       
Listen to nationally recognized retail planner Robert Gibbs speak about current
                                           trends in retailing.                                          

Click here for details


Golf Labor Day Weekend

Consider golfing Labor Day weekend with the Folds of honor Patriot Golf Day event.  FPA of SWFL will sponsor holes in Naples and in Fort Myers. Golf in both areas will occur over 4 days and our FPA sign will be at one hole at each course.

Click here for Detail

 

2010 Financial Planning Week

 

Planning 101

 

 

 

  •  What is 
     financial planning?

  •  What are the benefits?

  •  FPA's Code of Ethics

  •  FPA's Standard of Care

Retirementology

 

Retirementology: Rethinking the American Dream in a New Economy

Determine how you will spend your retirement.

 

 

 

More

Find Helpful Resources on a Variety of Topics

 

 

Visit the General Public Site by clicking here.

 

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