• 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.
  • Tuesday, October 25, 2016 1:37 PM | Stephanie Weadock (Administrator)


    John Chichester Jr., CFP(R), CPA, PFS, AIF(R):  15 Years


    James Tomlinson, CFP(R):  10 Years



  • Friday, October 14, 2016 2:23 PM | Stephanie Weadock (Administrator)

    Attendance has been processed and CE credits granted for Dr. Guillemette's sesssion at the September 28th Symposium.


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


    480-409-8522 or admin@fpaofphoenix.org

  • Thursday, October 13, 2016 12:40 PM | Stephanie Weadock (Administrator)

    Attendance has been reported to the Arizona State Department of Insurance for Dr. Finke's session at the 2016 Symposium.


    Pending:  Attendance submission for Dr. Guillemette's session


    Please re-visit this news section in the next week for updates.


    Feel free to contact the administrative office with questions and/or assistance needed.


    480-483-9035 or admin@fpaofphoenix.org

  • Thursday, October 13, 2016 12:38 PM | Stephanie Weadock (Administrator)


    All attendance has been reported to the CFP(R) board for the general and ethics sessions of the 2016 symposium.


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


    480-483-9035 or admin@fpaofphoenix.org


  • Thursday, October 06, 2016 3:10 PM | Stephanie Weadock (Administrator)



    John Chichester Jr., CFP(R), CPA, PFS, AIF(R):  15 Years


    James Tomlinson, CFP(R):  10 Years


  • Thursday, October 06, 2016 2:36 PM | Stephanie Weadock (Administrator)

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


    Deborah Bernot, CFP(R)

    Michael Fischer, CFP(R)

    Norman Miller, CFP(R)

    Deborah Corso, CFP(R)

    Joseph Feichtel, CFP(R), PFS, CPA
    Mitchell Glicksman, CFP(R), AIF(R)

    James Hundman, CFP(R)

    Blair Quaggan, PMP

    Michael McCann, CFP(R)
    Christina Burroughs, CFP(R)

    Sean Lunny, CFP(R)

    Matthew Sherman

    Justin Gant
    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, October 06, 2016 9:22 AM | Stephanie Weadock (Administrator)
    CFP(R) ethics continuing education credits for the FPA of Greater Phoenix September 28th Symposium have been processed and credits have been granted to attending CFP(R) certificates.


    The remaining sessions for the symposium offering general CFP(R) continuing education credits will be processed by October 7, 2016.


    Please contact the administrative office at 602-840-2900 or admin@fpaofphoenix.org with any questions and/or assistance needed.


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

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