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Partner with FPA of Puget Sound

View the 2022 Prospectus

The Financial Planning Association (FPA) is the nation’s largest and most preeminent organization for financial planning professionals. There are more than 27,000 members and more than 90 active chapters across the United States. FPA of Puget Sound is more than 400 members strong and spans Washington State from the Canadian border to Oregon and as far east as the Tri-Cities. And we keep in touch with more than 2500 local supports/contacts.

FPA of Puget Sound members are diverse. They work at large brokerage houses and RIAs and mid-sized firms. Membership also includes many sole proprietors. You can get involved in a number of ways. Read our brochure and/or email our office at [email protected] for more information.

The Financial Planning Association of Puget Sound would like to invite you to be involved with our organization and our chapter. Gain exposure with our members from a number of sources. Quarterly educational meetings, Annual Symposium, Social Events, Newsletter, and Website. We can provide an opportunity for any budget and commitment to our chapter.

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Cancellation Policy: Cancellations until Friday, January 28, 2022, will receive a refund, less $20 processing fee. No refunds will be given for cancellations after Friday, January 28, 2022. A substitute attendee will be permitted. Please submit all cancellation requests and/or substitutions in writing.

Symposium Partnerships

The FPA of Puget Sound Annual Symposium provides something of value for each company that participates as an exhibitor or sponsor. Whether you are new to this market or are a veteran at financial planning trade shows, your company should participate in this event because it is the only show that is specific to this influential segment of the financial planning profession and it:

  • Offers an excellent opportunity to generate new leads for business expansion
  • Provides a relaxed atmosphere to build relationships
  • Generates opportunities to enhance relationships with existing clients
  • Delivers a quality return on investment based on consistent feedback from previous exhibitors
  • Exposes your products and services to FPA of Puget Sound members who have buying power
Learn More About Symposium