The Financial Planning Association® (FPA®) connects those who need, support and deliver financial planning. We believe that everyone is entitled to objective advice from a competent, ethical financial planner to make smart financial decisions. FPA members demonstrate a professional commitment to education and a client-centered financial planning process.

Upcoming Events

REGISTER NOW FOR OUR May 13, 2014, CHAPTER DINNER MEETING AT UM BANKUNITED CENTER’S HURRICANE 100 ROOM. Sessions include: CAPITALIZING ON FEAR AND GREED: AN OVERVIEW OF CLOSED-END FUND ARBITRAGE, presented by Jesse Wachs, CFA; Portfolio Manager, Powell Investment Advisors; and Proactive Strategies for Mitigating Top Income Taxes, presented by Philip Herzberg, CFP®, CTFA, AEP®, MSF; Private Client Services Manager, Ladenburg Thalmann.
Learn more and register today!

Chapter News FPA Retreat

FPA Retreat 2014 – May 3 – 5 at Trump National Doral in Miami
Florida chapter members can still save with a discount for FPA Retreat 2014 through April 15th! Florida members receive a special $899 rate and our chapter receives a $25 rebate for each member that registers. FPA Retreat 2014 is a distinctive, interactive gathering of financial planning influencers who strive to positively impact their practices and roles in the greater financial planning profession. This annual three-day event helps attendees focus their plans and direction for their businesses while promoting a healthy outlook for their future in the profession. Register here, and use promo code FLRET14 to receive the discounted rate.

FPA of Florida
The FPA of Florida includes all nine FPA Chapters in Florida and serves as the leading advocacy organization in promoting the financial planning profession, and engages with members, consumers, regulators,FPA legislators and other stakeholders in promoting the principles of financial planning as the means by which consumers’ need for financial services are addressed with the highest levels of competence and professionalism. The FPA of Florida visits Tallahassee twice each year to give voice to these important issues. Please feel free to contact your FPA of Miami Representative Ashley O’Kurley, CFP®, at to share your ideas and get involved with the FPA of Florida.

Helen K. Simon Wins 2014 Practitioner Thought Leadership Award
The Retirement Income Industry Association (RIIA) recently announced FPA of Miami member Dr. Helen K. Simon, CFP, as the winner of its 2014 Practitioner Thought Leadership Award. Dr. Simon was presented with the award at the RIIA Spring Conference March 17 and 18, 2014 in Chicago, IL.  Congratulations, Dr. Simon!

FPA Chapter Leaders Conferenceleaders
FPA of Miami Board Members Carol Harlow, CFP®, Jorge Padilla, CFP®, and Charles B. Sachs, CFA, CFP® attended the Chapters Leaders Conference in Broomfield, CO, on November 15 – 17. This annual conference gathers chapter leaders from across the country to share ideas, and gain an understanding of FPA's key messages and strategic priorities.

FPA of Miami Presents Budget Workshop
to FPA@FIU Student Chapter
On November 13th, Elaine King, CFP®, FPA Past-President, delivered a budget workshop presentation focusing on personal and family finances to over 110 Florida International University (FIU) undergraduate and graduate students. The event was coordinated by the FPA@FIU Student Chapter Executive Board members; Dr. Helen K. Simon, CFP®, FPA@FIU faculty advisor; and Jorge Padilla, CFP®, FPA of Miami board member. Visit the FPA@FIU Facebook page to learn more.

FPA of Florida Career Center
FPA of Florida announces the launch of the new FPA of Florida Career Center, catered specifically to job seekers and employers in Florida's financial community. Learn more.

Members in the Media

FPA of Miami members serve as reputable and reliable resources for raising awareness and promoting the financial planning profession in local and national media. Contact us at and let us know if you have been in the news lately! Click here for a recent list of chapter members in the media.

Membership Milestones

Welcome New Members
Francisco Gomez-Malagon
Clint McCalla
Karolina Raczynska

20 Years of Membership 
Deborah F. Wiggin

15 Years of Membership 
Katherine L. Hart
Margaret Starner

10 Years of Membership 
Diane E. Don

5 Years of Membership 
John L. Pitlosh
Hilda Romagosa

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FPA of Miami, PO Box 560982, Miami, FL 33256-0982
Tel: 786.390.7655  Fax: 305.470.7487


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