Your partner in planning for 25 years!



Welcome to FPA of Charlotte

The Financial Planning Association of Charlotte is the premier community of financial planners in the Charlotte metro and surrounding areas and serves as the leading financial planning resource for the public and media. FPA is your partner in planning by helping you realize your vision of success with practice support, learning, advocacy, and networking.



JULY 22-AUG 31, 2025

Join us for our 2025 School Supply Drive benefitting Classroom Central!  FPA of Charlotte is proud to partner with Classroom Central, an incredible organization serving over 162,000 students and teachers in more than 300 high-need schools across six school districts in North and South Carolina. Learn more and make a donation!

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Practice support. Learning. Advocacy. Networking.

For more than two decades, FPA has been the premier partner in planning to CERTIFIED FINANCIAL PLANNER™ professionals and others engaged in the financial planning process.  Become a member today and start enjoying the benefits of FPA.

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    Get $25 for each new CFP® Professional or Allied Professional Member

    Get $10 for each new Aspiring Financial Planner or Academic Member

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    FINANCIAL PLANNING ASSOCIATION OF CHARLOTTE | 140 AMICKS FERRY ROAD, SUITE 334 | CHAPIN SC 29036 

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