What is FPA
Who are we? The Financial Planning Association is a professional association comprised of members who provide a multitude of personal financial planning services. We work in all disciplines of finance and regularly hold ourselves out to the public as financial planning professionals, often in a fiduciary capacity. While many of us are CERTIFIED FINANCIAL PLANNERS(TM), we are also trust & estate practitioners, CPA's & accountants, insurance advisors, money managers, bankers, succession planners, benefit consultants, retirement plan specialists, students, and more. We work for boutique Registered Investment Advisory (RIA) Firms, Large Asset Management Firms, Broker-Dealers, Banking Institutions, Insurance Companies, CPA Firms, Law Practices, Consultant Groups, Independent Firms, Start-Ups, Real Estate Firms, Lenders, and more.
Miami has a particularly diverse & vibrant community. As the gateway to Latin America, and with billions of dollars of wealth and a constant incoming migration of assets, the FPA of Miami promotes the financial planning process and profession, and provides value to our members and the community by upholding the highest ethical standards of knowledge, integrity, and service. We seek to expand our membership and influence in the financial planning community, ensuring that our members are learning from each other. We promote best practices and regularly meet to network and engage in spirited discussions and practice management conversations. We hear from some of the top subject matter experts in the country on a host of relevant topics to our practices. Our annual chapter dinners and Symposium cover all areas of financial planning including fundamentals, investments, insurance, tax, retirement, and estate planning. It's a really amazing place to develop professionally and expand your network. We hope that you come check us out and join our community.
Michael Unger, CFP® (2022 FPA of Miami President) shares the benefits of Membership
FPA is the association home for CFP® professionals and those who support the financial planning process. FPA is the recognized and unquestioned professional membership resource and advocate for the CFP® community and is proud of its longstanding support of this highly respected designation. FPA helps connect all in its membership – CFP® professionals, academic leaders, students, and individuals and companies who are part of the financial planning profession – in a variety of unique and compelling ways.
Individual FPA Membership - Join, renew, and view benefits and pricing for all individual membership types including CFP® professionals, those who serve in academic and financial services areas, students and more. CFP® Professionals joining FPA for the first time can now save $100 with the following promo code: INTROFPA.
Group Membership - Your entire firm can join FPA at a discounted rate. View the benefits and pricing for a Group Membership.
Institutional Membership - View benefits and requirements for Institutional memberships.
International Membership - View benefits and pricing for International memberships.
Edit Profile - Make changes to your member profile, including contact and professional information.
Member Logo - Promote your FPA membership by using the FPA Member Logo. Displaying the FPA Member Logo communicates your dedication to FPA's Code of Ethics and Standard of Care.
Refer a Member. Lower Your Dues. Help Grow FPA - Through FPA’s Member-Get-a-Member Program, your referrals help the association grow by adding new members. Both you and those you refer save on membership dues. The more you refer, the more you save.
Did you know that FPA offers members a wide range of exclusive discounts on various services, programs and products designed to help you in your work and business? FPA connects members with the tools and resources that take your practice to the next level, all while saving your money that more than covers the cost of your annual dues. Save hundreds - even thousands - with your FPA membership! Preview the FPA Member Advantage Program Guide today to get deals on services and products for back office support, technology, marketing, insurance, education, research and much more.
Membership Questions? Call FPA Member Services at 800.322.4237, option 2, or email MemberServices@FPAnet.org.
FPA of Miami Chapter Executive
Beverley Todd is the FPA of Miami Chapter Executive and is responsible for all day-to-day chapter administration work.
Michael Unger, CFP®
FPA of Miami 2022 President
Michael Unger, CFP®, is the FPA of Miami President
Ready to leave a mark? Contact us!
6815 Biscayne Blvd
Suite 103 #323
Miami, FL 33138