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Heart of Financial PlanningFPA -- The Heart of Financial PlanningFPA is the community that brings to-gether those who deliver financial planning, those who support it and those who benefit from it. About FPA

 

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Annaheim 2009



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Chapter Events & News


2009 Florida Symposium


Thursday, August 13 - FPA Tampa Bay presents 2009 Florida Symposium for Financial Planning Professionals Learn More.

Friday, September 18 - FPA Tampa Bay presents 2010 Strategic Planning Meeting Learn More.



 

Membership Milestones


Welcome New Member
Jonathan McKeown
New Port Richey, FL

Marci A. Sadorf
Largo, FL

5 Years of Membership
Brian K. Hershberger, CFP
Tampa, FL

John Peterson
Lithia, FL

10 Years of Membership
Kimberly Overman, CFP
Tampa, FL

 

Resource Partners


KBS Capital Markets Group

 

Platinum Partners

 


DWS Group

Franklin Templeton


Gelbwaks Insurance Services

 LoanWell Financial

OppenheimerFunds
TD Ameritrade Institutional
Trust Company of America

Regency Oaks

Gold Partners

American Funds

Charles Schwab Institutional

Infinity Business Systems

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