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

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.

 

When the Right People Come Together, They Can Reach New Heights

 


News and Upcoming Events:


 

April 9, 2014             

"State of the Financial Planning Industry" - Program Information has been posted - check out our events page for more information!

 

June 11, 2014             Annual Symposium - This year all day event is being planned.  Please let us know if there is a topic that interests you.

 


 


Latest News

   

 

Welcome to our newest members - November/December 2013

Toby Emmings - Westminster Financial

Susan Light - Commonwealth Financial Group

 

Congratulations to our Members reaching Milestones in November/December 2013

Anthony Sandonato - 10 years

Chauncy Young - 10 Years

 
     

 

Our 2014 Symposium has been scheduled  for June 11, 2014 and planning has begun.  Let our Chapter Administrator know if you are interested in serving on the planning committee for our full day event.

  2013 Symposium  


Special Thank You to our 2013 Symposium Sponsors

 


 

 

 

We would like to give a special thank you to this years Lunch Sponsor:

 

 

 
powered by MemberClicks