• Friday, May 26, 2017 4:05 PM | Stephanie Weadock (Administrator)
    Attendance has been processed and CFP(R) and Arizona State Department of Insurance CE credits granted for the FPAofGP May 24, 2017 program.


    Please contact the administrative office with any questions or assistance needed.

  • Thursday, May 25, 2017 9:44 AM | Stephanie Weadock (Administrator)

    KeatsConnelly Portfolio Manager

    Posted May 25, 2017

  • Monday, April 10, 2017 4:45 PM | Stephanie Weadock (Administrator)
    Join us in wishing a very Happy Birthday for the month of April to:


    Charles Melker, CFP(R)

    Brent Hanks, CFP(R)

    Mark Johnson, CFP(R)

    Janet Bryan, CFP(R)

    Ellen Dean, CFP(R)

    Lennard Van Der Feltz, CFP(R)

    Seth Golberg, CFP(R)

    Edward Lewis, CFP(R)

    Colleen Hallinan, CFP(R)

    Daniel King, CFP(R)

    Scott Johnson, CFP(R), CPFA, AIF(R)
    Paul Ahern, CFP(R, ChFC

    David Fernandez, CFP(R)

    Kevin Jack, CFP(R)

    Amy Shepard

    Natalie Romano, CFP(R)
    How, you may ask yourself, do we know this? Completed information in the membership profiles.  Completing all fields in your profile could get you birthday recognition, and possible other little perks..........We don't need the year you were born, just the month and day.
  • Monday, March 06, 2017 9:23 AM | Stephanie Weadock (Administrator)
    All attendance has been reported to the CFP(R) board for the general sessions of the February 22, 2017 program.


    Please contact the administrative office with any questions and/or assistance needed.


    480-483-9035 or admin@fpaofphoenix.org
  • Wednesday, January 11, 2017 3:57 PM | Stephanie Weadock (Administrator)
    Join us in wishing a very Happy Birthday for the month of January to:


    Gene Hedin

    Joseph Palmer

    Allan Rosen

    J. Thomas Taylor, CFP(R)

    Rebecca Gaylor, CFP(R), CFS

    Lisbeth Weiss

    Tom Hannon, CFP(R), CLU, ChFC, RIC

    Robert Keats, CFP(R), MSFP, RFP

    Steve Harnden, CFP(R), CPA

    Philip Johnson, CFP(R)

    Jay Penney, CFP(R), CFA

    Joyce Rolfes, CFP(R)

    Rick Shaw, CFP(R)

    Diane Ouellette, CFP(R)

    Thomas Gau, CPA, CFP(R)

    David Williams, CFP(R) AAMS(R)

    Deborah Mason, CFP(R)

    Charles McGrath Jr., CFP(R), CPA

    Billy Bond Jr., CFP(R)

    Dennis Ederer, CPA

    Randolph Huston, CFP(R)

    Carrie Marquardt, CFP(R)

    Patrick O'Boyle, CFP(R)

    Steven Fields, CFP(R)

    Thomas Hubbard, CFP(R), CLU, ChFC, CASL

    Kevin Seacat, CFP(R), CPA

    G Wayne Neill, CPA/PFS, CFP(R)

    Bruce Hosler, EA, CFP(R), AIF(R)

    Ami Tully Lotka

    Dail Meikle, CFP(R)

    Larry Mathis, CFP(R)
    Brad Parish

    Barbara Senum, CFP(R)

    Brent Pine, CFP(R), CPA

    Jeb Burton, CFP(R)

    John Nanni, CFP(R)

    Theresa Chacopulos, CFP(R), CIMA

    Jon Rice, CFA, CFP(R)

    Jeffrey Taylor, CFP(R)

    Brian Hartstein, MSFS, ChFC, CLU

    John Chichester Jr., CFP(R), CPA, PFS, AIF(R)

    Laura Jansen, CFP(R), CPA

    John Campbell, CFP(R)

    Geoffrey White, CFP(R)

    Jared Roskelley, CFP(R)

    Kim Morton

    Joseph Weber, CFS, AAMS, QPFC


    How, you may ask yourself, do we know this? Completed information in the membership profiles.  Completing all fields in your profile could get you birthday recognition, and possible other little perks..........We don't need the year you were born, just the month and day.
  • Monday, December 05, 2016 4:27 PM | Stephanie Weadock (Administrator)

    Rick Cluck, CFP(R), CPA, PFS:  15 Years


    Ami Tully Lotka:  10 Years


    Richard Walsh, CFP(R):  5 Years


    Linda Rachel:  5 Years


    Marcus Johnson, CFP(R):  5 Years

  • Monday, December 05, 2016 4:19 PM | Stephanie Weadock (Administrator)
    Join us in wishing a very Happy Birthday for the month of December to:


    Ronald Oddo, CFP(R), EA, CDFA, CAS

    Beverly Bowers, CFP(R)

    Alan Kifer, CFP(R)

    Denise Reed, CFP(R)

    Paul Van De Beuken, CFP(R), CRPC, CLTC

    Stephanie Jolivette, CFP(R)

    Michael Haubrich, CFP(R)

    Vincent Rossi, MSFS, CFP(R)

    Lynda Elley, CFP(R)

    Kenneth Haycraft, CFP(R)

    Christopher McCrossan, CFP(R), ChFC(R)

    Mark Hall

    Dean Domask, CFP(R)
    Donna Woodruff

    Erick Newton, CFP(R)

    Bud Heintz, CFP(R)

    Jonathan Hohn, CFP(R), AIF(R)

    Anna Sinatra, CFP(R), CWS

    David Blaylock, CFP(R)
    How, you may ask yourself, do we know this? Completed information in the membership profiles.  Completing all fields in your profile could get you birthday recognition, and possible other little perks..........We don't need the year you were born, just the month and day.
  • Thursday, December 01, 2016 4:21 PM | Stephanie Weadock (Administrator)
    Attendance has been processed and CE credits granted for the FPAofGP November 16, 2016 program.


    Please contact the administrative office with any questions or assistance needed.



  • Wednesday, November 02, 2016 3:54 PM | Stephanie Weadock (Administrator)


    Ron Pittman, CFP(R), CPA, PFS:  20 Years


    Henry Bregman, CFP(R):  20 Years


    Scott Johnson, CFP(R), CPFA, AIF(R):  5 Years


  • Wednesday, November 02, 2016 3:21 PM | Stephanie Weadock (Administrator)

    Join us in wishing a very Happy Birthday for the month of November to:


    Charles Lefkowitz, CFP(R)

    Carma Basinger, CFP(R)

    Leon Colafrancesco, CFP(R)

    Anthony Bebbington, CFP(R)

    Adam Mosbach, CFP(R)

    Timothy Amen, CFP(R)


    David Daughtrey, CFP(R), CFA

    Laura Countiss, RP

    James Schwartz, CFP(R), CDFATM,
    RICP (R)

    Marie Burns, CFP(R)

    Chris Kawashima, CFP(R), ChFC(R)

    Marcus Seiter, CFP(R)
    Sarah Ashby

    Jesse Lewis

    Erin Itkoe, CFP(R), CPA/PFS

    David Hughes, CFP(R)

    Suzie Eyrich, CFP(R)

    Mitchell Barr
    How, you may ask yourself, do we know this? Completed information in the membership profiles.  Completing all fields in your profile could get you birthday recognition, and possible other little perks..........We don't need the year you were born, just the month and day.

FPA
of Greater Phoenix

480-483-9035
Vision:  The essential hub of our Financial Planning community.

Mission:  Connect CFP(R) and associated professionals to the resources they need and the people who need them.
 
c/o Premium Organization
PO Box 4130, Scottsdale AZ 85261
Fx:  480-922-5283

info@FPAofPhoenix.org   
Copyright (c) 2017   FPA of Greater Phoenix                                          Terms of Use     Privacy Policy