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Committees and committee volunteers are very important to the long-term health and viability of our organization and a great place to develop skills and connections that will further your career. Below is a list of current FPA Philadelphia Tri-State Committees:

Education

The committee is responsible for educational content of all our programs, including the Fall Retreat and Spring Symposium. You’ll have opportunities to network with industry leaders, national experts and other members while shaping the education of our chapter. Where else will you have the opportunity to be familiar with the cutting edge issues of our industry and meet many of its leaders?

Contact: Dan Brady at 484-362-8575 or dan@planningcapital.com

Membership

We communicate and engage with existing members to increase participation in the chapter, recruit new members and follow up on member issues. The Committee makes phone calls to highlight specific events and gain feedback, holds new member orientation, organizes social events and promotes FPA Connect. It is a great committee to work on if you want to get to know our members.

Contact: Bode Hennigan at 484-433-0055 or bode@life-managers.com

Marketing/Media Relations/Social Media

The committee focuses on facilitating relationships with local media by proving press releases, Financial Planning Perspectives articles, and answering media requests for comments on their articles. The committee also focuses on marketing chapter activities to its members and the public through various media outlets such as social media, email marketing and printed brochures.

Contact: Haley Rosa at 610-228-2805 or haley@gregoryfca.com

Sponsorship Development

The sponsorship committee’s objective is to develop relationships with those who provide products and services to the financial planning industry. Sponsorships help our chapter to deliver outstanding educational programs and foster a relationship with our members. Our goal is to build a collaborative relationship between our members and sponsors.

Contact: Brandon Abe at 856-482-8700 or brandon@planningcapital.com

Professional Alliances

The committee establishes strategic relationships with local allied professional organizations such as the Estate Planning Council, CFP® Board, and the CFA Society with the goal of promoting the value of partnering with the FPA and the financial planning profession.

Contact: Tom Mesko at 215-740-7904 or mesko@lasalle.edu

Career Development

The committee seeks to develop and provide programs, resources & opportunities for career advancement and success. We work with the local student chapters and Nexgen committee to attract new planners to the profession and provide opportunities for mentoring. This is a great committee if you want to know the landscape of careers, get to know other members or mentor new planners.

Contact: Cindy Axelrod at 215-204-1917 or cindy.axelrod@temple.edu

Advocacy

This committee connects with federal and state government officials to promote our profession and be a liaison between the FPA and our representatives. You will be the first to know of pending legislation, help us have a voice in consumer protection on financial issues, communicate important legislative and regulatory issues to chapter members and make amazing connections across our government.

Contact: Dave Emery at 215-348-9393 or demery@marshallfinancial.com

Diversity and Inclusion

This brand new committee will focus on issues affecting minorities. If you would like to be involved or have ideas for programs you would like to see, please let us know.

Contact: Nandita Das at 570-947-3444 or nandita@dasfinancialhealth.com or Jocelyn Wright at 215-554- 3451 or jocelyn@ascensionwealth.com

NexGen

NexGen is a community of professionals age 36 and under, who are dedicated to serving the financial planning industry. The purpose of NexGen is to continue exploring common issues to young professionals, support the professional advancement of its members, and provide learning and networking opportunities within the community.

NexGen strives to provide members with a network that serves to:

  • Support, advise and encourage one another in our professional advancement
  • Promote, foster and direct programs that aid in knowledge transference
  • Explore issues common to younger planners and seek means of accentuating the positives and finding resolutions for the negatives

Locally, we meet four or five times a year throughout the Greater Philadelphia Area. While our community consists of planners age 36 and under, we welcome all FPA members to attend our events, as we encourage shared experiences and the transfer of knowledge.

Recently, we held a Networking Happy Hour at Yards Brewing Company in Center City, Philadelphia, where our members were able to network with each other and discuss relevant topics in our industry. Past events include: an event at eMoney’s headquarters in Radnor, PA that was focused on practice management. Mark Steinke, an Elite Business Coach, led us through different tactics to maximize our time management skills in our everyday work. The session was followed up with a happy hour that allowed attendees to further network. If you’re interested in serving on the NexGen Committee, or would like to help plan future events.

Contact: Allison Masoero at 215-348-9393 or amasoero@marshallfinancial.com

Pro Bono

Join the Philadelphia Tri-State FPA Pro Bono Committee

FPA pro bono is a way to give back to our community while providing financial guidance to people in need or crisis.  Through pro bono service, you can connect with members of the FPA Chapter and help care for our society’s financial well-being.  For new financial planners, it is a way to build your planning skills.  FPA member volunteers provide unbiased, free advice with no promotion of products and services. For our community partners, there is no charge, no commitment, no pressure, just unbiased financial advice.

What services do we provide?

  • Seminars and workshops for individuals and families
    • Basic Financial Literacy
    • Budgeting
    • Debt Management
    • Understanding Insurance
    • Customized Programs
  • Seminars and workshops for staff of partner organizations
  • Individualized cousnseling

How do I get involved?

Step one – contact the pro bono director, Celeste Revelli at 610-397-4465 or crevelli@emoneyadvisor.com

Step two – FPA members are required to view a 1 hour Pro Bono Boot Camp video and pass an online quiz that yields one CE for CFP® certificants.  The links for the video and quiz are provided below:

We also want you to be familiar with the Pro Bono Guidelines

Step three – Monitor your email and look for postings on the website for pro bono opportunities!

FPA Philadelphia Tri-State Area
P.O. Box 38
Fairless Hills, PA 19030
Phone: 215.295.0729 Contact Us