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Financial Planning Association

The home for Financial planners in Nassau and Suffolk Counties

Financial consultant in Hauppauge, NY (show on map)

The FPA of Long Island is the voice and premier resource for professional Financial Planners in Nassau and Suffolk Counties.

Call (516) 542-2004
Navigate to Visit website
Financial Planning Association website

About

The Financial Planning Association of Long Island (FPA-LI) is a professional organization dedicated to supporting financial planners in Nassau and Suffolk Counties. It offers educational programs, networking opportunities, and advocacy for the financial planning profession.

The chapter's mission is to unify the voice of the financial planning community, facilitate member success, cultivate knowledge in personal financial planning, advance awareness of professional financial planners, and define a common understanding of personal financial planning. The organization upholds a standard of care that prioritizes client best interests, competence, integrity, relationships, and stewardship.

Local focus on Nassau and Suffolk Counties
Comprehensive educational programs
Active advocacy at multiple government levels

Services

Educational Programs

Provides educational and networking forums for professional Financial Planners.

Program Meetings Annual Symposium

Advocacy

Advocates for the financial planning profession at local, state, and federal levels.

Advocacy Days Committee Representation Local Seminars

Membership Benefits

Offers benefits to members including networking, resources, and exclusive events.

Access to Member Area Networking Opportunities Exclusive Events

NexGen Community

Supports early-career financial planners with resources, learning, and networking.

Co-Directors Programming Events Feedback Surveys

Credentials & Certifications

CFP®
CLTC
RFC®
CDFA®

Frequently Asked Questions

What is the mission of the FPA of Long Island? +

To provide an educational and networking forum for professional Financial Planners and promote activities that benefit the Financial Planning profession.

How can I become involved in Advocacy? +

Contact the Advocacy Chair, Susan Silverman Quigley, to join Advocacy Days or local community seminars.

What benefits do members receive? +

Members gain access to educational programs, networking opportunities, exclusive events, and advocacy support.

Contact Financial Planning Association

Financial Planning Association
Website
fpali.org
Category
Financial consultant
Wheelchair Accessible
Call (516) 542-2004

Opening Hours

Sunday
Closed
Monday
9 AM–5 PM
Tuesday
9 AM–5 PM
Wednesday
9 AM–5 PM
Thursday
9 AM–5 PM
Friday
9 AM–5 PM
Saturday
Closed

Location

Location of Financial Planning Association, 140 Fell Ct #107, Hauppauge, NY 11788 · View on Google Maps

Screenshot Gallery

Get in Touch

Ready to work with Financial Planning Association?

Reach out today to schedule a consultation.

(516) 542-2004

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