About Us

The Financial Planning Association (FPA) is the membership association for nearly 30,000 CERTIFIED FINANCIAL PLANNERâ„¢ professionals, financial planners, specialist and organizations dedicated to enhancing and promoting the financial planning process.

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Our Organization

The Financial Planning Association of Greater Rochester New York is the organization that brings together all the varying professions involved in the financial planning process in Greater Rochester NY. We are committed to providing the highest quality educational programs to help all of our members keep current on technical and practice management topics and be better financial planning professionals.

An Association of Industry Leaders

The Financial Planning Association of Greater Rochester New York is the organization that brings together all the varying professions involved in the financial planning process in Greater Rochester NY. We are committed to providing the highest quality educational programs to help all of our members keep current on technical and practice management topics and be better financial planning professionals.

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DEDICATION

We are dedicated to the highest quality education programs to keep you current, and help you be a better professional.
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A NETWORK OF PROFESSIONALS

We are a network of experts you can rely on: expert planners, investment advisors, accountants, attorneys, bankers, insurance professionals who get together to discuss perspectives common to client issues.
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BUSINESS AND PROFESSIONAL GROWTH

We are a community of professionals to support what you are doing now and support new opportunities for business and professional growth.
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COLLEGIAL OPPORTUNITIES

We provide enjoyable and satisfying experiences to be around colleagues and pride in our community.
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BENEFITS FOR ALL

We believe in building the financial planning profession because every individual benefits from sound financial planning advice.

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