Knowledge
FPA’s focus on quality of advice is reinforced by our 28 Professional Designations and Master’s Degrees. The advanced designations held by our team include:
Certified Financial Planner Practitioner (CFP®), Certified Public Accountant (CPA®), Chartered Financial Consultant (ChFC®), Master Planner Advanced Studies (MPAS®), Certified Exit Planning Advisor (CEPA®), Certified Fund Specialist (CFS®), Accredited Estate Planner (AEP®), Accredited Wealth Management Advisor (AWMA®), Chartered Retirement Planning Counselor (CRPC®), Accredited Investment Fiduciary (AIF®), Chartered Life Underwriter (CLU®), Registered Health Underwriter (RHU®), Professional Plan Consultant (PPC®)
Experience
FPA’s team of 14 Professionals boast over 279 combined years of experience in the financial industry.
Specialization
FPA’s deep bench which specializes in numerous different areas that are important to our clients including:
Investment Management, Financial Planning, Strategic Tax Planning, Business Planning, Business Owners & Exit Planning, Cash Flow Planning, College Education Funding, Qualified Retirement Plan Structure & Optimization, Insurance Planning with Life, Health, Disability, and Long-Term Care, Pre-Retirement Asset Accumulation, Retiree Income Strategies, and Estate Planning
Our Team Leaders
Our Advisors
Our Service Associates
