Leadership Spotlight: Kyle Newell, CFP? Meet Kyle Newell, CFP?, Director: Membership Co-Chair for the FPA of Central Florida. As the owner of Newell Wealth Management, Kyle is a fee-only financial advisor serving clients in the greater Orlando, FL, area and virtually across the country. With over 12 years in financial services—including roles at Merrill Lynch, TIAA, and the Walt Disney Company (through Partners Credit Union)—Kyle brings a wealth of experience to his practice. His approach focuses on simplicity, controlling what’s within reach, and delivering better-than-expected outcomes for his clients. #FPACentralFlorida #LeadershipSpotlight #FinancialPlanning
关于我们
The FPA of Central Florida is dedicated to the success of our membership by promoting the value of the financial planning process through professional development, networking, and community awareness. The Financial Planning Association? (FPA?) is the principal professional organization for CFP? professionals, educators, financial services providers and students who seek advancement in a growing, dynamic profession. FPA supports high standards of professional competence, ethical conduct and clear, complete disclosure when serving clients. FPA’s One Connection? for professional development, business success, advocacy and community at the national and chapter levels is truly indispensable in the advancement of today’s CFP? professionals. The FPA of Central Florida is one of the largest chapters in the Florida. Our membership extends from Gainesville to Melbourne and points in between. The average member has been in the financial profession for over 15 years, holds a CFP? designation as well as their Florida Insurance License. Over one half of our members charge a fee for planning. Our members serve over 31,900 clients with a wealth base of over $14.5 billion. At FPA you will meet the mentors and advisers who will support your goals as you move forward in the financial planning profession. Join now and you won't miss another opportunity to grow with FPA! FPA members receive a discount on continuing education webinars and local luncheons and events, savings on the FPA Annual BE Conference registration, access to the FPA award-winning, peer-reviewed Journal of Financial Planning as well as discounts on personal and professional products and services through the FPA Member Advantage Program.
- 网站
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https://www.fpafla.com/
FPA of Central Florida的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Orlando，FL
- 类型
- 教育机构
地点
动态
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One Week to Go – Are You Ready to Tee Off? The FPA of Central Florida’s Topgolf Social Event is just one week away. Get ready to drive your networking game to the next level while enjoying an evening of golf, drinks, and appetizers with fellow finance professionals. Date: Thursday, March 20 Time: 5:00 PM - 8:00 PM Location: Topgolf Lake Mary Cost: $25 Members | $45 Non-Members | $15 Students Spots are filling up fast—register now. https://lnkd.in/dfcW4jbx Thank you to our sponsor, First Trust, for making this event possible. #FPACentralFlorida #GolfAndGrow #NetworkingEvent #FinancePros #Topgolf
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Exciting Announcement: Introducing FPA Career Bridge! We’re thrilled to launch FPA Career Bridge—an exciting new initiative designed to connect members seeking career changes or internships with members who are hiring! Whether you’re looking to take the next step in your career or expand your team, we’ve got you covered. ?? Employers – Send your open jobs or internship listings to Diane at [email protected] ?? Job Seekers – Keep an eye out for our monthly email with the latest opportunities! Let’s make the FPA of Central Florida a thriving network of talent and opportunity. Together, we’ll help each other grow and succeed! #FPACentralFlorida #FPACareerBridge #CareerOpportunities #Networking #FinancialPlanningJobs
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Leadership Spotlight: Chris Presley, CFP?, EA Meet Chris Presley, Treasurer of the FPA of Central Florida. As Chief Accountant at S C Presley and Co, Inc., Chris brings expertise in financial planning, taxation, and business administration. A CERTIFIED FINANCIAL PLANNER? and Enrolled Agent (EA), she has also led multiple professional organizations in Central Florida. We’re grateful for Chris’s leadership and commitment to the profession! #FPACentralFlorida #LeadershipSpotlight #FinancialPlanning
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Swing into Networking at Topgolf Join us on March 20, 2025, for an evening of golf, networking, and fun at Topgolf Lake Mary from 5:00 PM to 8:00 PM. Enjoy a fantastic night with fellow financial professionals while perfecting your swing, sipping on adult beverages (21+), and indulging in delicious appetizers. Location: Topgolf Lake Mary Cost: $25 Members | $45 Non-Members | $15 Students Don't miss out—register today. https://lnkd.in/dfcW4jbx A special thank you to our event sponsor, First Trust. #FPACentralFlorida #TopgolfNetworking #FinanceAndFairways #ProfessionalNetworking
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Are you a student, recent graduate, or career changer looking for an internship? The FPA of Central Florida Job Bank connects you with employers actively seeking interns in financial planning. ? Join the list of available students so employers can find you ? Apply directly with a verified job seeker account ? Browse our growing list of internships Don't miss out on valuable opportunities—start your search today! ?? Check out available internships here: https://lnkd.in/gsnvV3ND #FPACentralFlorida #FPACareers #FinancialPlanning #InternshipOpportunities
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We’re proud of our FPA of Central Florida members and want to celebrate your achievements! ?? Whether it’s an award, milestone, or professional recognition, share your story with us. Send details and images to Diane Layton, and we’ll feature you on our social media! Stay connected and follow us to see your spotlight and keep up with the latest news and events. #FPACentralFlorida #MemberSpotlight
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Are you looking to advance your career or find top talent in financial planning? The FPA of Central Florida Job Bank is here to help! For Members: Post job opportunities for free and connect with qualified professionals. For Non-Members: Share job postings for just $125 for 90 days. Take the next step in building your team or your career today! Explore the Job Bank here: https://lnkd.in/eGGThpvD #FPACentralFlorida #JobBank #FinancialPlanningCareers
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Leadership Spotlight: Tommy Lucas, CFP?, EA Meet Tommy Lucas, a valued member of the Executive Committee for the Financial Planning Association of Central Florida, serving as Secretary, Education. Tommy has been with Moisand Fitzgerald Tamayo, LLC, since 2015. As a CERTIFIED FINANCIAL PLANNER? professional and an Enrolled Agent (EA) with the highest credential awarded by the IRS, Tommy provides comprehensive financial guidance and representation for clients. He plays a pivotal role in developing financial plans, retirement models, and year-end tax projections, as well as preparing tax returns. His expertise has been recognized in notable outlets like CNBC and the Orlando Sentinel’s "Ask an Expert" column. We are proud to have Tommy’s expertise, dedication, and leadership on our team! #FPACentralFlorida #LeadershipSpotlight #FinancialPlanning
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Join the FPA of Central Florida for an evening of networking, golf, and fun at Topgolf Lake Mary. ?? Thursday, March 20, 2025 ?? 5:00 PM – 8:00 PM ?? Topgolf Lake Mary (1010 Greenwood Blvd., Lake Mary, FL) Enjoy a swinging good time with fellow professionals, complete with delicious appetizers and adult beverages (21+). Whether you’re a golf pro or just here for the fun, this is a can't-miss event. Secure your spot today! The event is sponsored by First Trust #FPAofCentralFlorida #TopgolfNetworking #GolfAndConnect #FPANetworking
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