Welcome to FPA of the National Capital Area!
Please scroll down to learn more about our National Capital Chapter Events, Partners and Board of Directors.

The Financial Planning Association National Capital Area chapter is the preeminent organization for financial planning professionals in the Washington DC region. Our members serve thousands of people in the District of Columbia, suburban Maryland, and northern Virginia. FPA’s nationwide network of nearly 100 chapters encourages professional development and networking on a local level. We also connect members in 49 countries around the world.

Chapter News: New President's Message

 

2024 Annual Awards Nomination is Open

This is your chance to recognize outstanding individuals in our community who have made significant contributions to the field of financial planning. If you know someone deserving of recognition, or if you believe your own work is worthy of an award, we encourage you to submit a nomination.

To learn more about the award categories, criteria, and the nomination process, please click HERE

2024 Events

Thursday, November 21st, 12 to 1PM, Multi Chapter Webinar, Taxes, Tea Leaves & Transfers

Join FPA New England and Leslie Geller, Sr. Vice President & Wealth Strategist for a 2024, Q4 - Policy and Planning Update: Preparing Your HNW Clients for a Year of Uncertainty
Register Here

Friday, December 6th, 7:30PM - 10:30PM, FPA NCA NexGen Holiday Party - Dinner and Night at the Improv with Michael Kitces

Join Michael and your NexGen friends downtown DC on Friday, December 6th for dinner then a show at the Washington Improv Theater! RSVP By November 19th!
Register Here

Thursday, December 12th, 11:30AM - 3:00PM, Education & Luncheon at the Westwood Country Club

Join the FPA NCA for an afternoon at the Westwood Country Club.
Register Here

2024 Sponsors

Alan Mijes| alan.mijes@allianzlife.com
Gary Altman | 301- 468-3220 | gary@altmanassociates.net
Shane Chareonchump| Shane.Chareonchump@assetmark.com| |
Courtney Janssen | Courtney.Janssen@Blackstone.com 
Chris Yost | 404-308-3300 | Christopher.Yost@Cantor.com
Antonio Bass | antonio.bass@capgroup.com
Craig Arsenault | carsenault@cliffwater.com
Marie McClughen |mmcclughen@ftadvisors.com
Mike Kondras | 609-221-8735 | mike.kondras@hines.com
Ryan Perri | 240-444-7789 RPerri@Inland-securities.com
Colton Fergus | cfergus@golubcapital.com
Paul Hallisey| paul.hallisey@janushenderson.com
Cole Ebel | cebel@jenseninvestment.com
Jonathon Scardina | (800) 752-8700 jonathon.scardina@nuveen.com
Mark Schug | 617-821-1205 | Osterwise Capital Management
Saxon Justice | sjustice@proshares.com
Ginger Noce | 202.717.6233 | ginger@silverbridgesconsulting.com |
Keith McFadyen | krm@sitinvest.com
Chris Parks | cparks@transamerica.com
Thomas E. Galgano, Jr.| 516.509.5572 |Tom_Galgano_jr@vanguard.com
Virginia 529 | Rebecca Lyons | (804) 310-0961 | rlyons@virginia529.com

The Smarter Planner Podcast

What Planners should know, but they don't
Click here to become a smarter planner

Partnerships

Learn about the ways you can support our National Capital Area Chapter.
CLICK HERE to Learn More About Our Partnership Program

Chapter Leadership