FPA of the Triangle

FPA of the Triangle A community of over 200 financial planning professionals from coastal North Carolina to Greensboro.

The Financial Planning Association® (FPA®) is the membership organization and professional home for committed practitioners who want to master the practice of financial planning and help shape the future of the profession. To learn more, please visit https://www.financialplanningassociation.org/

🍸 CFP® Women’s Initiative Happy Hour 🍸Join us for an evening of connection and conversation at Glass Kitchen.📅 June 18⏰ ...
06/03/2026

🍸 CFP® Women’s Initiative Happy Hour 🍸

Join us for an evening of connection and conversation at Glass Kitchen.

📅 June 18
⏰ 4:30–6:30 PM
📍 Glass Kitchen

Our NC Women’s Initiative Group is open to all women members across the Triangle and Charlotte chapters. It’s a space for financial planning professionals to empower one another, collaborate, network, and learn.

Register here:
https://lnkd.in/ecsYMUXi

We hope to see you there!


🚨 Mark your calendars! 🚨We’re teeing up an evening of networking at Drive Shack Raleigh on October 28 from 5–7 PM.Come c...
05/26/2026

🚨 Mark your calendars! 🚨

We’re teeing up an evening of networking at Drive Shack Raleigh on October 28 from 5–7 PM.

Come connect, unwind, and enjoy golf, drinks, and great company. ⛳🍻

Today, we pause to honor and remember the brave men and women who made the ultimate sacrifice in service to our country....
05/25/2026

Today, we pause to honor and remember the brave men and women who made the ultimate sacrifice in service to our country.

Memorial Day is more than a long weekend; it’s a time to reflect on the courage, dedication, and selflessness of those who gave their lives to protect the freedoms we enjoy every day.

As we gather with family and friends, let’s take a moment to recognize these heroes and express gratitude for their service and sacrifice. Their legacy inspires us to lead with purpose, serve with integrity, and never take our freedoms for granted.

Wishing everyone a meaningful Memorial Day!

Thank you to everyone who joined us for our May FPA of the Triangle Chapter Meeting! We appreciate you being part of our...
05/15/2026

Thank you to everyone who joined us for our May FPA of the Triangle Chapter Meeting! We appreciate you being part of our community and contributing to a great session.

A special thank you to Dimensional for sponsoring the meeting, we’re grateful for your support.

See you today at the FPA of the Triangle May Chapter Meeting!
05/14/2026

See you today at the FPA of the Triangle May Chapter Meeting!

🍸 CFP® Women’s Initiative Happy Hour 🍸Join us for an evening of connection and conversation at Glass Kitchen.📅 June 18⏰ ...
05/12/2026

🍸 CFP® Women’s Initiative Happy Hour 🍸

Join us for an evening of connection and conversation at Glass Kitchen.

📅 June 18
⏰ 4:30–6:30 PM
📍 Glass Kitchen

Our NC Women’s Initiative Group is open to all women members across the Triangle and Charlotte chapters. It’s a space for financial planning professionals to empower one another, collaborate, network, and learn.

Register here:
https://lnkd.in/ecsYMUXi

We hope to see you there!

Welcome to our new members! We're glad you're here! Ken Garris Stephen Pierce Tenesha Carter Matthew Hamilton Amber Roem...
05/11/2026

Welcome to our new members! We're glad you're here!

Ken Garris
Stephen Pierce
Tenesha Carter
Matthew Hamilton
Amber Roemmich
Joseph Aulisi
Aaron Yang
Devi Patel

Registration Closes Today — May FPA of the Triangle Chapter MeetingJoin us May 14, 2026, at 11:00 AM at the Spark Traini...
05/08/2026

Registration Closes Today — May FPA of the Triangle Chapter Meeting

Join us May 14, 2026, at 11:00 AM at the Spark Training Center in Raleigh.

Speakers include:

• Economic Outlook with the Federal Reserve
• Lynne More, RN, CMC, CAPS — ThriveMore at Home

📍 Location: Spark Training Center, Raleigh

🔗 Register here (last day to sign up):

https://lnkd.in/dK2nAGyr

Looking ahead to the 2026 FPA of the Triangle Symposium with an outstanding group of keynote speakers.🔗 Register here: h...
05/08/2026

Looking ahead to the 2026 FPA of the Triangle Symposium with an outstanding group of keynote speakers.

🔗 Register here: https://lnkd.in/eqx-uUh9

🍸 CFP® Women’s Initiative Happy Hour 🍸Join us for an evening of connection and conversation at Glass Kitchen.📅 June 18⏰ ...
05/04/2026

🍸 CFP® Women’s Initiative Happy Hour 🍸

Join us for an evening of connection and conversation at Glass Kitchen.

📅 June 18
⏰ 4:30–6:30 PM
📍 Glass Kitchen

Our NC Women’s Initiative Group is open to all women members across the Triangle and Charlotte chapters. It’s a space for financial planning professionals to empower one another, collaborate, network, and learn.

Register here:
https://www.cognitoforms.com/FPAOfTheTriangle/CFPATWomensInitiativeHappyHourAtGlasshouseRTP

We hope to see you there!

Address

701 Exposition Place Suite 206
Raleigh, NC
27615

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 12pm

Website

Alerts

Be the first to know and let us send you an email when FPA of the Triangle posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to FPA of the Triangle:

Shortcuts

Share

Category