Sponsoring FPA of Charlotte is more than brand visibility—it’s a meaningful partnership with the financial professionals shaping our region. As a sponsor, your organization becomes part of a trusted community dedicated to education, connection, and professional excellence.

Why Partner with FPA of Charlotte?

Reach the Right Audience
Engage directly with financial planners and industry decision-makers who are actively seeking resources, insights, and strategic partners to support their work.

Build Authentic Brand Presence
Your brand gains year-round exposure through our educational programs, events, and communications—positioning your organization as a valued partner, not just a logo.

Support a Stronger Profession
Your sponsorship helps fuel high-quality education, networking opportunities, and professional development that benefit both today’s planners and the next generation of leaders.

You Will Be in Good Company - See Who Else Supports FPA of Charlotte

Sponsorship Opportunities

We offer a variety of sponsorship options designed to create meaningful engagement, including:

  • Lunch & Learns

  • The Annual Symposium

  • Networking and member events

  • Chapter communications and digital platforms

Each package is thoughtfully structured to deliver value for your organization while supporting the mission of FPA of Charlotte.

👉 Download the Sponsorship Packet

Let’s Start the Conversation

We’d love to learn more about your goals and help identify a sponsorship opportunity that aligns with your brand and business objectives.

👉 Complete the Sponsor Interest Form

Together, we can strengthen the financial planning community in Charlotte and support professionals who are making a difference every day.



Should you have questions, please email us!

Jon Shumate
Past President/2026 Sponsorship Director
FPA Charlotte



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

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