Welcome to the FPA of Wisconsin Chapter!
The primary source for financial planning services in Wisconsin are the ethical, educated and competent members of the Financial Planning Association of Wisconsin.
The Financial Planning Association of Wisconsin exists to promote the financial planning process and advance the financial planning profession.
A message from our Chapter President -
"Injustice anywhere is a threat to justice everywhere. We are caught in an inescapable network of mutuality, tied in a single garment of destiny. Whatever affects one directly, affects all indirectly. ” - Martin Luther King, Jr.
Ahmaud Arbery. Rayshard Brooks. Michael Brown. Philando Castile. George Floyd. Eric Garner. Trayvon Martin. Tamir Rice. Breonna Taylor. Countless other unnecessary deaths. Inaction is action, and the status quo is not acceptable. Black Lives Matter.
Change can only happen if we take a different perspective than we have taken in the past. I encourage every one to listen and keep an open mind; it may compel each of us to do more to reject discrimination and promote equality. Change is not easy, but let’s do what we can to make tomorrow a safer and more inclusive place.
Please contact me with ideas to make our membership, board, profession, & community more accessible to those who have not had the opportunity to acquire or build generational wealth.
Justin Moilanen, CFP®, RICP®, MBA
Thank You to Our 2020 Partners
Please support our Partners whenever you can. They provide invaluable support to FPA of Wisconsin, and they offer great products and services to you and your business. They have a special interest in financial planning and can assist you in your success! They are:
American Funds by Capital Group
BMO Global Asset Mgt
Fairway Independent Mortgage Corporation
Fidelity Institutional Asset Mgt
Franklin Templeton Investments
Harbor Capital Advisors, LLC
R&R Insurance Services
Vesta Senior Network
von Briesen & Roper, S.C.
FPA wants to support you as you cope with the recent turmoil in the markets stemming from the spread fo COVID-19. The association stands with its members as they navigate the realities of today's landscape and will do its part to provide assistance. This resource center will be updated frequently with additional information.
FPA-WI Partnership Program 2020
The Financial Planning Association of Wisconsin is accepting Partners for 2020. Partners are the key to a financially robust chapter and we need you, our members, to identify good prospective chapter Partners. Partners help to lead FPA's message of building the community of financial planning profession, with their commitment to the association, its mission and its members. The chapter's Partner program involves four different partnership categories that vary in cost and benefits to the partner. You can learn more about this exciting program from the 2020 FPA-WI Partner Program. For more info contact us at [email protected] or [email protected].
The FPA-WI Scholarship Program provides financial assistance to students pursuing the Certified Financial PlannerTM certification. Click here for current details and application.
Financial Planning Process
Here, you can learn about the financial planning process and why the FPA supports the CERTIFIED FINANCIAL PLANNER® certificant as the professional most qualified to guide you through this process.
Discover how membership in the FPA and affiliation with the FPA of Wisconsin can enhance your professional life, whether you're a financial planner, accountant, attorney, personal banker, insurance agent, or other financial professional. The FPA is a BIG TENT and we want you under it!
Get Involved! Your chapter needs YOU to be an active part of our efforts to promote financial planning and ensure professional excellence. We have a variety of dynamic committees in which you can expand your network and hone your skills. We're a growing and vital organization and always in need of ideas and energy from those who want to contribute to their profession. Check out our Committee Descriptions and then volunteer!
Looking for quality professional continuing education? We've got it! Our local education programs and annual symposium provide cutting-edge CE opportunities right in your own backyard. Combine that with FPA's national conference agenda, and you'll find that FPA membership allows you to keep your professional skills finely honed!