About Us

.

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.

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
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.
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.
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.
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:
President President Elect

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

Michael R. Barclift
MICG Investment Management, Inc.
150 W Main St Ste 1770
Norfolk, VA 23510
Phone:  213-7372
E-Mail:  mbarclift@micgwealth.com

Director - Public Relations Chairman

Nan Edgerton
The Norfolk Foundation
One Commercial Pl Ste 1410
Norfolk, VA 23510
Phone:  622-7951
E-Mail:  nedgerton@norfolkfoundation.org

W. Scott Davis
First Command Financial Planning, Inc.
1214 Progressive Dr Ste 200
Chesapeake, VA 23320
Phone:  548-9972
E-Mail:  winfielddavis@cox.net

Past Presidents,

The Financial Planning Association of Hampton Roads:

2000    Mary M. Beauchamp, CFP®
2001    P. Thomas Cantrell
2002    Karl Klinger, CFP®, CLU®
2003    Ronald S. Pearson, CFP®
2004    Lois J. Gallo, ChFC, LUTCF
2005    Amanda B. Gift
2006    Gayle E. Blachura, CFP®
2007    Todd J. Preti, J.D.
2008    Mark O. Flaherty, CFP®
2009    W. Scott Davis

.


© Copyright 2009


Financial Planning Association of Hampton Roads
PO Box 852 
Virginia Beach, Virginia 23451-0852

web analytics