Financial Planning Association-NE Oh

At Financial Planning Association of Northeast Ohio (FPA-NEO), we are dedicated to serving the financial planning community by providing a platform for professionals to come together, share knowledge, and grow their skills. Our mission is to be your partner in planning, supporting our members in achieving their goals and providing exceptional service to their clients.

Our Story

As the leading membership organization for CERTIFIED FINANCIAL PLANNER professionals and those engaged in the financial planning process, we have a rich history of serving the Northeast Ohio community. Our chapter is part of the national Financial Planning Association (FPA), which has over 20,000 members across the country.

Our Services

We offer a range of services and benefits to our members, including practice support, learning opportunities, advocacy, and networking events. Our practice support services are designed to help financial professionals run their businesses efficiently, providing access to resources, tools, and expertise. Our learning events and webinars cover a wide range of topics, from financial planning to marketing and practice management. Our advocacy efforts focus on promoting the value of financial planning and the importance of working with a CERTIFIED FINANCIAL PLANNER professional. Our networking events provide a platform for members to connect with each other, share ideas, and build relationships.

Our Core Values

At FPA-NEO, we are committed to upholding our core values of competence, integrity, relationships, and stewardship. We believe in the importance of lifelong learning, open and inclusive relationships, and responsible stewardship of our resources. We strive to attract members who share these values and are committed to making a positive impact in the financial planning community.

Get Involved

If you are a financial professional looking to take your career to the next level, we invite you to join us. Our members come from a variety of backgrounds and industries, but we all share a common goal: to provide exceptional service to our clients and make a positive impact in our community. Join us at one of our upcoming events, explore our learning resources, or connect with our community of professionals.