Upcoming Events

Apr 25

Wednesday, April 25, 2018

CFP Board Code of Ethics Plus an update on the 2017 Tax Bill and a FREE Lunch!


Jun 6


Our mission is to promote and enhance the financial planning profession with integrity to its members, clients, and the community through quality education, public awareness, networking and mentoring.


As an incentive to recruit new members, the Member-Get-a-Member dues reward is doubled through the remainder of 2017!  For every member you refer, you save up to $50 on your membership dues. And the person you refer saves too!  Refer your colleagues now!!