FPA of Metro New York

Welcome to FPA of Metro New York!

As a CERTIFIED FINANCIAL PLANNER™ professional, FPA of Metro New York is your partner in planning by helping you realize your vision of success with practice support, learning, advocacy, and networking.

We provide our members with relevant and accessible education opportunities and unmatched networking with a vibrant community of planners. We support our members with business insights and vast savings on the tools they need and help them be advocates for the profession and underserved communities in the NYC-metro region.

No matter your career stage, we hope you will join us; no one understands your journey as a financial planners quite like the community at FPA of Metro New York. From programs and events to focus groups, opportunities for professional development, media training, networking, and beyond, we help you build lasting connections to fast-track your professional growth.

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NY President's Letter

Click here to read

Tuesday, February 25th, 5:30PM-7:30PM, Kick Off Happy Hour at Sir Henry's 795 8th Ave, NY 10019

Come mingle with friends and industry professionals at our upcoming happy hour hosted by Harbor Capital. Whether you’re looking to expand your network, catch up with old friends, or just unwind, this is the perfect opportunity.

Click here to register

SAVE THE DATE : Tuesday, March 25th, NexGen Event

Registration details TBD

Wednesday, April 9th, 8:00AM - 9:00AM, Member Breakfast at the Wealthspire Advisors office, 521 5th Ave,15th floor, New York, NY

We’re thrilled to have you as part of the FPA MNY chapter! Whether you're just starting your journey with us or have been a member for years, there are always new ways to make the most of your membership.

Click here to register

Thursday, May 1st, 8:00AM - 5:00PM, FPA NJ Spring Symposium

Please join the FPA of NJ at their Spring Symposium at the Doubletree by Hilton Somerset. There will be two sessions with Michael Kitces. Register with code FPAMEM to get the FPA Member Rate!

Click here to register

Save the Dates! Click here to view upcoming chapter events!

Pro Bono Financial Planning

There is nothing more rewarding than helping someone who can benefit from the knowledge and experience only qualified financial planners can provide. Learn how you can help those who need your advice.

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NexGen

Join the chapter’s growing NexGen community for new CFP® professional planners, career changers, and those aiming to become CFP® professionals. Network with your local peers and develop planning expertise.

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Advocacy

Are you passionate about the future of financial planning? Join your fellow members working hard to affect legislation that impacts the profession you care about. Follow the conversation on the chapter’s FPA Connect online community forum.

Join the conversation

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Strategic Partnerships

Learn how your company can partner with FPA of Metro New York on content, programming, and networking opportunities that support our mutual growth.

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Metro New York FPA Connect Community

Connect with your fellow members in the chapter’s online community.

Join the conversation

Diversity, Equity and Inclusion

FPA of Metro New York strives to create an inclusive culture for our members. We see diversity as a value for the association. Read more about our commitment to Diversity, Equity and Inclusion.

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