Upcoming Meetings

    Sep 24

    Buzz with Braxton Sept 24 - Tele-Financial Planning

    Read the article "Utilizing What We Know About Tele-Mental Health in Tele-Financial Planning"

    Oct 14

    An Evening with Noreen Harrington

    Integrity in the Planning Field

    Register Now

    Nov 11

    Save the Date

    Last member dinner meeting of the year

    Welcome to FPA - Southwest Florida

    Financial Planning Association of Southwest Florida was established to serve the growing needs of its members and the public by advancing the financial planning profession in accordance with the highest ethical standards.

    FPA-SWFL supports high standards of professional competence, ethical conduct and clear, complete disclosure when serving clients. FPA’s One Connection™ for professional development, business success, advocacy and community at the national and chapter levels is truly indispensable in the advancement of today’s CFP® professionals.

    Our membership extends from Marco Island to Boca Grande and all points in between including Naples, Bonita Springs, Estero, and Fort Myers.

    At FPA-SWFL you will meet the mentors and advisers who support your goals as you move forward in your financial planning career. Join now and you won't miss another opportunity to grow with FPA!

    FPA-SWFL members receive a discount on continuing education webinars and local luncheons and events, savings on the FPA Annual BE Conference registration, access to the FPA award-winning, peer-reviewed Journal of Financial Planning as well as discounts on personal and professional products and services through the FPA Member Advantage Program. Find out about all the benefits of membership HERE.

    We encourage you to get involved with FPA-SWFL: attend an event; join a committee; connect with colleagues; share ideas; and access techniques you can implement in your own business and life.

    Advisors living across Florida can also participate in this important survey HERE: