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Areas of Interest
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The FPA New York Chapter is a volunteer-run membership association. Our members belong to overlapping “special interest” communities defined by shared objectives, demographic features, preferred activities, etc. Each of our communities offers ways to get involved.


  • Pro Bono Committee - Opportunities to provide financial literacy education and one-on-one financial counseling to low income / low asset New Yorkers served by 20+ community based organizations, social service agencies and foundations. Volunteer for one-time or ongoing engagements.

  • Military Task Force in conjunction with Pro Bono - Opportunities to serve the financial education needs of current and former members of the military and their spouses.

  • Encore Career Study Group - If you are launching your own financial planning practice, still finding your way in your business model or early on in your second career as a planner, come join us for practice management-focused meetings and field trips within NYC.

  • NexGen Special Interest Group - Connect with members age 36 and younger who are financial planners, advisors or other allied professionals for programming and social networking events.

  • Women’s Special Interest Group - Programs and events designed to allow female FPANY members to connect and share their unique perspectives and professional experiences in financial planning.

  • Allied Professionals - Lawyers, accountants, tax specialists, insurance agents, asset managers, realtors, bookkeepers, senior care specialists, appraisers, and other service or product providers who want to work with financial advisors. Join us for programming and professional networking events.

  • FPANY Toastmasters Club - Award-winning club in District 46 of the Toastmasters International organization, our members work to improve public speaking skills in a fun and supportive setting. Club members have been recruited for financial education presentations to consumers at NYU, BMCC, NYPL, and many other organizations across NYC.


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Financial Planning Association of New York

535 Fifth Avenue, 4th Floor
New York, NY  10017

Phone: 646-503-4951




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