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About
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WHAT IS THE FINANCIAL PLANNING ASSOCIATION?
The Financial Planning Association (FPA) is the membership organization for the financial
planning community. Its members are dedicated to supporting the financial planning process to
help people achieve their goals and dreams. FPA's nearly 30,000 members include individuals and companies who have contributed to building
the financial planning profession and all those who champion the financial planning process. |
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WHAT IS THE FPA's MISSION?
The FPA believes everyone needs objective advice to make smart financial
decisions and that when seeking advice of a financial planner, the planner
should be a CERTIFIED FINANCIAL PLANNER™ (CFP®)
certificant. That's because in order to earn the CFP® mark,
individuals must pass a comprehensive examination and continue to meet education,
experience and ethics standards established by the Certified Financial Planner Board of
Standards, Inc. www.cfp-board.org |
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WHAT DOES THE FPA DO?
The FPA offers services and resources designed to help the public understand the importance
of the financial planning process and the value of objective advice from a CFP® professional.
Consumers may obtain information from the FPA by visiting www.fpanet.org or calling
800-282-PLAN. |
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HOW WAS THE FPA CREATED?
The FPA was created by the union of the Institute of Certified Financial Planners (ICFP) and
International Association for Financial Planning (IAFP) on January 1, 2000. |
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WHAT IS THE FPA's PRESENCE IN HAMPTON ROADS?
The Financial Planning Association of Hampton Roads -- the local chapter of the
FPA -- counts over 160 financial services professionals on its roll and promotes advancement of
knowledge in financial planning by supporting programs and projects that enable members to
increase their professional knowledge and better serve their clients. |
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HOW CAN I CONTACT THE FINANCIAL PLANNING ASSOCIATION OF HAMPTON
ROADS?
Visit our website at www.fpaHamptonRoads.com, or contact any of the following officers of
The Financial Planning Association of Hampton Roads for 2010: |
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| President |
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President
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Robert G. Ponton, CFP®
First Command Financial Planning, Inc.
780 Lynnhaven Pkwy Ste 100
Virginia Beach, VA 23452
Phone: 468-7711
E-Mail: rgponton@firstcommand.com
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Michael R. Barclift
MICG Investment Management, Inc.
150 W Main St Ste 1770
Norfolk, VA 23510
Phone: 213-7372
E-Mail: mbarclift@micgwealth.com
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| Director -
Public Relations |
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Chairman |
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Nan Edgerton
The Norfolk Foundation
One Commercial Pl Ste 1410
Norfolk, VA 23510
Phone: 622-7951
E-Mail: nedgerton@norfolkfoundation.org
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W. Scott Davis
First Command Financial Planning, Inc.
1214 Progressive Dr Ste 200
Chesapeake, VA 23320
Phone: 548-9972
E-Mail: winfielddavis@cox.net
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Past Presidents,
The
Financial Planning Association of Hampton Roads:
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2000
Mary M. Beauchamp, CFP® |
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2001
P. Thomas Cantrell |
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2002
Karl Klinger, CFP®, CLU® |
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2003
Ronald S. Pearson, CFP® |
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2004
Lois J. Gallo, ChFC, LUTCF
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2005
Amanda B. Gift
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2006
Gayle E. Blachura, CFP® |
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2007
Todd J. Preti, J.D. |
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2008
Mark O. Flaherty, CFP® |
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2009
W. Scott Davis |
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