• Wednesday, July 06, 2016 12:02 PM | Stephanie Weadock (Administrator)

    NOTE:  Field Trips moved to August 3rd

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  • Thursday, June 30, 2016 9:52 AM | Stephanie Weadock (Administrator)
    CFP(R) continuing education credits for the Area Agency on Aging June 15th  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.



  • Thursday, June 30, 2016 9:52 AM | Stephanie Weadock (Administrator)
    CFP(R) continuing education credits for the FPA of Greater Phoenix June 22nd  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.



  • Friday, June 24, 2016 12:27 PM | Stephanie Weadock (Administrator)
    A HUGE THANK YOU to those who filled an ambassador position at the June 22nd program:


    Dennis Ederer

    Murray Smith

    Ann Barber


    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.

  • Thursday, June 23, 2016 3:14 PM | Stephanie Weadock (Administrator)
    Arizona State Dept. of Insurance continuing education credits for the FPA of Greater Phoenix_Area Agency on Aging June 15th program and the FPA of Greater Phoenix June 22nd 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.


  • Tuesday, June 21, 2016 12:28 PM | Stephanie Weadock (Administrator)

    FPA of Greater Phoenix welcomes new and returning individuals for their 2017 leadership.

    If you or someone you know would like to consider serving on the 2017 FPAofGP board of directors , please review the Board Service Expectations.


    Board nominations can be emailed to admin@fpaofphoenix.org or mailed to the address below, now through July 31, 2016.

    FPA of Greater Phoenix
    c/o Premium Organization
    PO Box 4130
    Scottsdale, AZ  85261

    Please contact the administrative office with any questions, 602-840-2900.

    Thank you,

    Marcus Johnson

    2016/17 President


    Bud Heintz

    2016/17 Incoming President


  • Monday, June 20, 2016 12:32 PM | Stephanie Weadock (Administrator)
    Members, the June 22, 2016 program handout is now posted to the presentations archives page for download.

  • Tuesday, June 14, 2016 12:59 PM | Stephanie Weadock (Administrator)

    Rock Star Wanted!

    If you want out of the corporate rat race, micromanagement, and production quotas..

    If you want to be a financial advisor that truly impacts peoples’ lives….

    If you want to lift people up during one of the most difficult times of their life…

    If you want an unprecedented opportunity to grow, learn and develop yourself…

    If you want to work with a team of oher passionate, high-performing and talented people….

    This job is for you!

     

    CEO Nancy Hetrick, owner of Smarter Divorce Solutions, MediationPlus, the CDFA Training center, Senior Advisor with Clarity Financial, and the author of Divorce is Not For Dummies, How to Cover Your Assets, is expanding her team and looking to hire a CFP for a full time position in our Phoenix office. We’re seeking an A-player who wants to apply their skills and experience in the niche market of divorce leaving the corporate rat-race behind and differentiating yourself as a specialist while maintaining and building your own book of wealth business.


    Read the full job description...........

  • Monday, June 06, 2016 2:38 PM | Stephanie Weadock (Administrator)
    Stephen P. Barnes, CFP(R), CFA:  30 Years


    Ronald M. Oddo, CFP(R), EA, CDFA, CAS:  20 Years


    LLoyd F. Howell, CFP(R), CPA:  15 Years


    Thomas B. Lundgaard:  15 Years


    Barbara L. Senum, CFP(R):  15 Years

  • Monday, June 06, 2016 2:25 PM | Stephanie Weadock (Administrator)
    Join us in wishing a very Happy Birthday for the month of June to:


    John C. Remien, CFP(R)

    Kathleen M. Murray, CFP(R), MS

    Stephen H. Thompson, CFP(R)

    Michael L. Searcy, ChFC

    Stephen Hampton, CFP(R)

    Mary Zimmerman, CFP(R), RLP(R)
    Thomas J. Connelly, CFP(R), CFA

    Michael D. Watson, CFP(R)

    Karekin, G. Kaprelian, CFP(R), ChFC(R)

    Frank A. Molinar, CFP(R)

    James K. Shoultz, CFP(R)

    David S. Rosenthal, CFP(R)
    Brent L. Wulbrecht, CFP(R)

    Christopher F. Palermo, CFP(R)

    Allan Small

    Joseph Reyes, CFP(R)

    Matt Shapiro, CFP(R)

    Christian Moon
    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   
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