Our mission is to provide networking, education, community and leadership for our members in order to advance the financial planning profession in accordance with the highest ethical and professional standards.
Who We Are:
Our members are financial planning practitioners who want to master the practice of financial planning, help to shape the future of the profession, and transform lives through the power of financial planning.
P - Practice Support: We support members with vast savings on the tools that they need. Members also gain insights from fellow peers allowing you to bring more value to clients.
L - Learning: Our education programming helps our members to be more confident, competent and holistic financial planners along with helping meet CFP CE requirements.
A - Advocacy: We provide leadership opportunities to members, support financial literacy programs, and raise awareness of the important role that CFPs have in their communities.
N - Networking: Our chapter meetings and in-person events offer peer to peer networking opportunities with a diverse community of professionals.
- Strive for personal and professional excellence.
- Connect for collaborative impact.
- Care for and support one another.
- Lead with power and purpose.
- Help shape the future of the profession.