Your partner in planning.

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.

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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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    Upcoming events

    • Thursday, May 09, 2024 11:30 AM 6101 Carnagie Blvd, Charlotte NC
    • Tuesday, May 21, 2024 7:15 AM Sonesta Charlotte Executive Park | 5700 Westpark Drive
    • Tuesday, August 20, 2024 11:30 AM

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

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