Financial Planning Association
The Financial Planning Association of the Triangle is a professional organization of more than 240 financial planning professionals from coastal North Carolina to Greensboro. We are a part of the national organization of local chapters that form the backbone of the FPA. FPA of the Triangle – Promoting Professionals and Financial Planning through Quality Continuing Education, Client Care, Practice Management Solutions, Community Outreach and Professional Networking Opportunities.
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- MF
Morgan Fanning
Non-profit Chapter Executive · Other
EmailPhone - JP
Julie Ping He
Director of the Board · General Business & Management
EmailPhone
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Top roles at Financial Planning Association
7 distinct titles indexed · top 7 shown.
- 1ceo
- 1clerk typist
- 1director of the board
- 1investor
- 1non - profit chapter administrator
- 1non-profit chapter executive
- 1sales manager
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