Upcoming Meetings

    Feb 25

    Buzz with Braxton: Right-Sizing Retirement, Feb 25, 2021

    casual conversations about hot topics

    Apr 22

    Buzz with Braxton - April 22, 2021

    casual conversations about hot topics

    Register Now

    May 13
    Jun 17

    Buzz with Braxton - June 17, 2021

    casual conversations about hot topics

    Register Now

    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.