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

    • Lunch & Learn
      Tuesday, August 20, 2024 11:30 AM • Dimensional Funds 1515 S. Tryon Street, Charlotte
    • Lunch & Learn
      Tuesday, September 17, 2024 11:30 AM • Charlotte Renaissance SouthPark Hotel | 5501 Carnegie Blvd Charlotte NC 28209
    • Symposium & Sponsor Exp
      Tuesday, October 22, 2024 8:00 AM • Sonesta Charlotte Executive Park

    Featured Partner

    Learn more about our partners.

    Featured Member


    Refer a Member and Save!

    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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