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 october 29th special media training and breakfast!  Sessions include: Building Your Brand, and Media Mastery: Representing Yourself, Your Association and Your Profession In the Media, presented by Ben Lewis, FPA Director of Media and Public Relations, at UM BankUnited Center’s Hurricane 100 Room.
Learn more and register today!

REGISTER NOW FOR OUR NOVEMBER 18, 2014, CHAPTER DINNER MEETING AT UM BANKUNITED CENTER’S HURRICANE 100 ROOM. Sessions include: The Top 5 Reverse Mortgage Facts You Need to Know, presented by Tom Dickson, Liberty Home Equity Solutions, Inc.; and Lessons and Insights from Target Date Fund Strategies, with panelists Jacob Gerber, Vice President, Equity Investment Specialist, American Funds; Seth Gusman, Vice President, T. Rowe Price Associates, Inc.; Hal Bjornson, Client Portfolio Manager, JP Morgan Global Multi Asset Group; and moderated by Glenn Downing, CFP®.
Learn more and register today!

Contact us to learn about available sponsorship opportunities!

Chapter News

FPA of Florida Advocacy Results in “Unaffiliated Insurance Agent” Law
The FPA of Florida was instrumental in advocating on behalf of legislation permitting those without any affiliation to one or more insurance companies to now be eligible to earn a State of Florida insurance license without needing an insurance company to appoint them. Effective July 1, 2014, this legislation permits financial planners and advisors wishing to render fee-for-service advice relating to insurance products to legally do so by obtaining the new “unaffiliated insurance agent” license. This accomplishment was the result of a multiyear advocacy effort by the FPA of Florida, which should help stem the tide of consumers receiving insurance-related recommendations and advice from those who were heretofore unqualified and/or unlicensed to do so.

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.

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
Andrew E. Carrillo
Rene Cibran
Heidy Frank
Fernando Llop
Luis Mendez
Jose Raudes
Patricia Schutt-Aine

25 Years of Membership 
Frank Armstrong
Kathleen Day

10 Years of Membership 
Debra Freedman

5 Years of Membership 
Maurice W. Blauch

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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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