We appreciate the generosity and support of our sponsors.
Please click here to read about the various products and services our sponsors have to offer and please support them as they support our chapter and its members.
PLATINUM SPONSOR
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SILVER SPONSORS
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BRONZE SPONSORS
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CFP® Members interested in writing articles for Credit.com on a variety of personal finance topics.
Read more for details...
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 We're pleased to announce that one of our local leaders, Roy Diliberto, CFP®, ChFC, has been named the 2015 recipient of the Financial Planning Association's P. Kemp Fain Jr., Award.
The P. Kemp Fain, Jr. Award is bestowed upon an individual who has made outstanding contributions to the financial planning profession in the ares of service to society, academia, government and professional activities, and upholds the FPA's Core Values of competence, integrity, relationships and stewardship.
The award is FPA's highest honor. Please join us in congratulating Roy on receiving this distinguished award!
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 The 2015 Fall Retreat including Ethics and Golf Outing was a huge success and a great time was had by all! Thanks to all of our sponsors for their support and to all of the members who made it out to the event for education and golf.
Click
here to see photos of the event.
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Board Appreciation Dinner
The 2015 Board of Directors gathered with their spouses and significant others at the home of Bill and Lauren Love in Yardley to celebrate the chapter's successes. It was a great chance to meet each other in a relaxed and fun atmosphere. Thanks to Bill and Lauren for the delicious Italian feast!
Click
here to see what fun was had!
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We Need Volunteers!
Click here for a list of Committees.
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FPA Philadelphia is now on Social Media!
The FPA of the Philadelphia Tri-State Area is excited to announce that we are now on social media. To stay up to date on the most recent chapter events, news, and member info, please follow us now on Facebook and Twitter. You
can find us at:
Twitter - @FPA_Philly
We hope to build into a forum to further engage our chapter members, so check us out and connect.
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Rich Durso, CFP®
AEP, MBA
President |
Message From Our Chapter President
The primary aim of the Financial Planning Association is to be the community that fosters the value of financial planning and advances the financial planning profession.
It has been an honor and privilege to serve you this year as President of our chapter. Time flies when you're having fun and we had a lot of fun this year!
Read more....
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Pete Gutekunst, CFP®, CLU
Education Chair
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As we wrap up the year in programs, thanks for your attendance, feedback and ideas for speakers. This year kicked off strong with Mitch Anthony and kept going with Steve Forbes at the Spring Symposium and Bob Veres at our Fall Retreat.
Rich Orlando will launch our 2016 program year this January with an insightful presentation and research into seeking legacy in our clients' lives and in our practices. Dr. Orlando is the author of Legacy, The Hidden Keys to Optimizing Your Family Wealth Decisions and the Principal at Legacy Capitals, the firm he founded, where he's served Barron's Top 100 Advisors and global business leaders and
entrepreneurs.
Read more....
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Rachel Fieweger, CFP
®, received the Chapter's 2015 President's Award for her contributions to the board, including her efforts in the development of our local NexGen program. Rachel launched the NexGen Professional Development Series in 2015, holding quarterly educational programs on topics including succession planning and business development. In addition, Rachel was recently elected to the National Board, and will serve a three year term as NexGen President-Elect, President and Chair.
Congratulations Rachel!
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Mark Your Calendars for Upcoming Events!
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November 4
- Happy Hour at McKenzie Brew House in Berwyn
Click here
November 4 - Center City CE Study Group
Noon-1:15 p.m. - One hour of CFP® CE approved
(Bring your own lunch, refreshments provided)
Charitable Planning with Donor-Advised Funds
Wescott Conference Room - 12th Floor
United Plaza Bldg., 30 S. 17th St.
Philadelphia, PA 19103
RSVP to Rachel Fieweger at rachel@rtdfinancial.com or 215-557-3800
November 18 - Quarterly CE Breakfast Meeting at The Hub (new in Conshohocken!)
Click here
November 20 -
Conshohocken CE Study Group
7:30-9:00 a.m. (Breakfast included)
One hour of CFP &PA Ins. CE provided
"Communicating Your Value Proposition" presented by Timothy King, John Hancock
Ameriprise Financial Services
Eight Tower Bridge
161 Washington St., Ste. 1300
Conshohocken, PA 19428
RSVP to:
michael.l.hartnett@ampf.com
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Chris Bertram
Membership Chair
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Membership Update
With the continued growth of our Chapter the Membership Committee has created an opportunity to reward our valued members by expanding the existing FPA 'Member-Get-A-Member' referral program. The current program provides a $25 renewal fee credit to the current member referrer for each referral who joins the FPA. Your referrals will also receive $25 off their membership dues when they join.
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New Members
Cindy Axelrod, Temple University/Fox School of Business
Jane A. Berryman, Ameriprise Financial Services
Mark Byelich, Attelboro Wealth Management
Chad Chubb, CFP®, WealthKeel LLC
Earl A. Clairmont, Jr., CFP®, Clairmont, Paciello & Co., P.C.
Andrew Dilks
Jeffrey Ebert
Robert Gelsher, CFP®, Janney MontgomeryScott
Dan Gennusa, CFP®
Elaine T. Granieri, CFP®, MBA, Wescott Financial
Advisory Group
Celeste Hernandez, CFP®, eMoney Advisor
Jack A. Larson, CFP®, Lincoln Investment Planning, INc.
Cassandra Latsio, Hewins Financial Advisors
Ariel Marin
Dina Megretskala
CHristopher Morello, CFP®, CIO Wealth Partners
Julia Randall
Kenneth Rudzinski, CFP®, CLU, ChFc
Neil G. Schmerling, CFP®, Schmerling Financial Group, LLC
Michael Simone, Eaton Cambridge Inc.
Brendan Speers
Maryanne Canavan TAylor
Joe Thomson, CFP®, CLU, ChFC
John R. Van Grinsven, CFP®, CLU, Northwestern Mutual
Stanley Wilxox, CFP®
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Congratulations to the following members on their membership anniversary milestones.
30 Years
Edwin S. Fitzgerald, CFP
®
Grant Rawdin, JD, CFP
®
Donald M. Ross, CFP®, CMT, CIMA
25 Years
Robert B. Holland, CFP
®
James F. Lynch, CFP
®
Jeff Metz, CFP
®
Adam Sherman, CFP®, CLE, ChFC, MSF
20 Years
Andrew J. Bilotta, CFP
®
H. Scott Connell
Stephen J. Kuklinski, CFP
®
Marc T. Nettles, CFP
®
Larry E. Nolt, CFP®
15 Years
Laura D. Granger, CFP
®, CPA/PFS
Glenn J. Kopensky, CFP
®, CPA
Thaddeus J. Popek, CFP®, ChFC, CLU
Edward M. Strogen, CFP®
10 Years
Michael R. Clancy, CFP
®, CLU
Robert J. Fitt
Carl M. Rosenfeld, CFP
®, CPA
Marsha M. Rubin, CFP
®
5 Years
Jeffrey B. Broadhurst, CFP
®, MBA, CFA
Eric J. Bruskin, Ph.D., CFP
®
Benjamin F. Cummings, Ph.D., CFP
®
Fred W. Dobisch, CFP
®, CLU, ChFC, RHU
Frank W. Faverzini, CFP
®
Steven J. Krzywicki, CFP
®
Nancy Martin, CFP
®, CRPC
®
Gregg Somerville, CFP®
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