• Friday, September 23, 2016 12:14 PM | Stephanie Weadock (Administrator)


    Michael D. Watson, CFP(R):  10 Years


    Christopher T. Urness , CFP(R), ChFC(R), AAMS(R):  10 Years


    Mitchell E. Glicksman, CFP(R), AIF(R):  5 Years


    Aaron Hail, CFP(R):  5 Years


    Christopher K. Hess, CFP(R), CPA/PFS:  5 Years

  • Tuesday, August 23, 2016 2:25 PM | Stephanie Weadock (Administrator)

    Members, the August 24th Round Table discussion materials are now presentations archives page for download.


  • Friday, August 19, 2016 12:48 PM | Stephanie Weadock (Administrator)


    Congratulations! FPA Longevity Membership

     

    Joseph Palmer:  35 Years


    Norman Miller, CFP(R):  15 Years


    Kevin Jack , CFP(R):  10 Years


    Vincent Rossi, MSFS, CFP(R):  10 Years


    Michael Konen, CFP(R):  5 Years
  • Wednesday, August 03, 2016 2:18 PM | Stephanie Weadock (Administrator)
    Join us in wishing a very Happy Birthday for the month of August to:


    Daniel Wilkinson

    Robin Faison

    Rick Cluck

    Harry Blake Panosian, CFP(R), AIF(R), ChFC(R)

    Susan McEuen
    David Gramza

    Robert Westbrook, CLU, ChFC, AIF, CFP(R)

    James Dew, CFP(R), ChFC(R), CPWA(R)

    Timothy Kee, CFP(R)

    K. Casey Mahan, CFP(R), AIF(R)
    Michelle Buonincontri, CFP(R), CDFATM

    Julie Kern, CFP(R)

    Virginia Asher, CFP(R)

    Erik Nicewarner, CFP(R), CDFATM

    Christopher Urness, CFP(R), ChFC(R), AAMS(R)

    Marcus Johnson, 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.
  • Tuesday, August 02, 2016 11:47 AM | Stephanie Weadock (Administrator)

    A HUGE THANK YOU to those who filled an ambassador position at the July 27th program:


    Murray Smith

    Tiffany House

    Beth Salazar

    Adam Mosbach


    An ask is distributed to selected attendees prior to each program.


    If you would like to pro-actively volunteer to fill an ambassador position, you can view the positions here, and email admin@fpaofphoenix.org with your preferences.


  • Tuesday, August 02, 2016 9:09 AM | Stephanie Weadock (Administrator)


    CFP(R) continuing education credits for the FPA of Greater Phoenix July 27th program have been processed and credits have been granted to attending CFP(R) certificates.

     

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

  • Monday, August 01, 2016 4:32 PM | Stephanie Weadock (Administrator)


    Arizona State Dept. of Insurance continuing education credits for the FPA of Greater Phoenix July 27th program have been processed and CE certificates emailed.

     

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


  • Wednesday, July 20, 2016 2:41 PM | Stephanie Weadock (Administrator)

    Deborah Msaon, CFP(R):  20 Years


    Ellen Dean, CFP(R):  15 years

  • Friday, July 15, 2016 9:46 AM | Melissa Kemp (Administrator)

    The Chapters' News you can Use page has been updated for July/August:

    http://fpaofphoenix.org/page-1836655

  • Thursday, July 07, 2016 2:01 PM | Stephanie Weadock (Administrator)
    Join us in wishing a very Happy Birthday for the month of July to:


    Jon Ford, CFP(R), NAPFA -Regst

    William Veit, CFP(R)

    Craig Chapman, CFP(R)

    Annette Younkins, CFP(R) CTFA

    Thomas Lungaard

    Stephen Barnes, CFP(R), CFA

    Greg Stark, CFP(R)

    Jeff Evanello, CLU, ChFC, RICP

    Elaine Zito, CFP(R), CEP

    David Staffor, CFP(R)

    Patricia Park, CFP(R), CPA

    Kevin O'Reilly, CFP(R)

    Joseph McInerney, EA, CFP(R), MPAS

    Christopher Pimpo, CFP(R)
    Ernest C'DeBaca, CFP(R), JD, LLM

    James Graham, CFP(R)

    David Westra, CFP(R)

    Jeffrey Kluve, CFP(R)

    Jay Roberts, CFP(R), CRPC(R)

    Rey Martinez

    James Taylor, CFP(R)

    Isaiah Andreula, 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.

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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