FPA of New Jersey 

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About FPA of New Jersey 

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Who We Are

As a CERTIFIED FINANCIAL PLANNER™  or Financial Services professional, FPANJ is your partner in planning by helping you realize your vision of success with practice support, learning, advocacy, and networking

P: Practice Support FPA supports members with vast savings on the tools they need.

L: Learning FPA provides members with relevant and accessible educational content.

A: Advocacy FPA helps members be advocates for financial planning.

N: Networking FPA provides unmatched networking with a vibrant community of planners.

 

FPANJ Mission

  • To educate the public on the benefits and value of the Financial Planning process through professionals who possess the highest level of competency and integrity.
  • To be the community that champions the value of financial planning, advances the financial planning profession, and enhances the professional development of its members.

Website in Development- Please Visit FPA of New Jersey for more information! 

FINANCIAL PLANNERS

CFP certificants and other professionals who have made a commitment to the financial planning process. All members are encouraged to pursue and attain the CFP certification.

ALLIED PROFESSIONALS

Includes accountants, attorneys, bankers, charitable giving specialists, insurance agents, investment consultants and others who advance the financial planning process in their work with clients.

CORPORATE MEMBERSHIPS

Consists of firms who have products and services that are appropriate for financial planners as well as financial planning broker-dealers who have access to other Corporate members as well as to FPA’s individual members.

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Meet Our Partners

Transamerica - Platinum

Midland Advisory - Platinum  

Allianz Life Insurance - Gold 

First Trust - Gold  

Transamerica - Gold  

Silver Bridges Consulting - Gold  

Emerald Medicare - Gold  

Calamos Investments - Silver  

Charles Schwab -Silver  

Fenimore Asset Management - Silver  

FP Alpha - Silver  

Hines Securities - Silver  

Sit Mutual Funds - Silver  

iCapital - Silver  

Capital Group/American Funds - Bronze  

CHAPTER CONTACT

Kristin Beane