FPA of the Philadelphia Tri-State Area

President's Message

November 2024

Bitwise - Silver

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.