What is the Financial Planning Association® (FPA®)?

The Financial Planning Association (FPA) connects those who need, support and deliver financial planning. We believe that everyone is entitled to objective advice from a competent, ethical financial planner in order to make smart financial decisions. FPA members demonstrate and support a professional commitment to education and a client-centered financial planning process.

Who are FPA Members?

FPA's individual members include financial planners, accountants, attorneys, bankers, charitable giving specialists, insurance agents, stockbrokers, money managers, investment consultants, broker-dealer and corporate executives, and others who champion the financial planning process.

Do you have question about various points in this article or want a speaker for your organization or company meeting? Call Lisa Massimo, Chapter Executive for FPANM at 505-410-2269. 

A. ROBERT BALOW, MBA

President 2009-2011

GOOD  news for our FPA Chapter!  I have agreed to continue on as President for another year (2011).  Our Chapter Executive, Lisa Massimo, will stay on board for the foreseeable future.  Lisa coordinates all the quarterly meetings and is responsible for scheduling speakers and sponsors. Lisa also assists in helping us all accumulate those CFP CEs.

BAD news for our FPA Chapter!  While I have agreed to remain president for yet another year we have no current president-elect which means unless someone volunteers for the President and President-elect board positions for 2012 it is very possible that FPA NM will dissolve and cease to exist. Let's not forget that our immediate-past President and current Chairman of the Board, Phil Messuri, held the presidential position for a three year period as well.  

Members, the Board and I would like you to seriously consider volunteering for a board position.  As President it is my duty to host the quarterly meetings, which means introducing speakers, announcing national FPA news, if any, and perhaps providing some referrals regarding possible speakers, sponsors etc.  So, all in all your volunteer time amasses all of about 40 hours a year total (and 32 of those hours are acquired while you are hosting meetings (and acquiring CE credits)).

PLEASE, consider volunteering for a Board position. We are all busy and have no room on our plate for another thing - but please remember, THERE'S ALWAYS ROOM FOR JELLO!!!  

Get connected. Get informed. Get involved. Imagine what your practice would be like if you had an army of peers you could turn to for advice, ideas and support.

That army is available through FPA New Mexico. This member benefit enables FPA members to be part of a network of practitioners all facing similar challenges in their daily practice right here in your own backyard.

With meetings set once every quarter, your Board strives to provide you with challenging, top-notch speakers and presentations.  You will not be subject to Annuities 101 -- ever!! Several of you who attend meetings on a regular basis can attest to the quality of the presentations and speakers. 

Because membership consists of 90-95% Certified Financial Professional Planners we focus on the six core elements of the CFP program: