The Financial Planning Association of South Florida

Welcome to FPA of South Florida, the South Florida home for CFP® professionals and those who support the financial planning process. FPA of South Florida is the recognized and unquestioned professional membership resource and advocate for the CFP® community and we are proud of our longstanding support of this highly respected designation. At FPA of South Florida, we help connect all in our membership – CFP® professionals, academic leaders, students, and individuals and companies who are part of the financial planning profession – in a variety of unique and compelling ways.


The FPA of South Florida is excited to host the following keynote speakers at the 37th Annual 2017 South Florida FPA Conference 2017

Kevin O’Leary (Mr. Wonderful)
O’Shares ETF Investments

Learning About ETFs from a Shark

Kevin O’Leary, known by “Shark Tank” fans as “Mr. Wonderful,” is a no-nonsense investor who isn’t afraid of calling an entrepreneur a “cockroach” or saying that their company sucks. He got his nickname in the first season of the reality pitch show from fellow Shark Barbara Corcoran, but it’s a title he’s embraced and made his own. Hear Kevin talk about the behind-the-scenes drama on Shark Tank, and what led Kevin to start his very own ETF company, O’Shares ETF Investments.

Robert P. Watson, Ph.D
Lynn University

What’s Wrong with Washington

Gridlock, Dysfunction and the “Fake” News. The gridlock and dysfunction in Washington are worse than at any point in our lifetimes and are contributing to the growing partisan rift both in and outside of the beltway, are undermining the public’s confidence in our politics, and are threatening America’s standing in the world. This talk will explore the causes and consequences of the problems and offer historic context for understanding the situation.

Russ Koesterich, Chief Investment Strategist and Head of Model Portfolio & Solutions

Building portfolios in a world of low interest rates and longer lifespans

Today advisors and financial planners are faced with unprecedented challenges, including historically low interest rates, multi-decade retirements and the decline of private pensions. Russ Koesterich will explore the economic and financial landscape and build a case for a different approach to managing client portfolios.

Platinum Sponsors:


Guide to the Housing, Financial and Mortgage Markets

DATE: Tuesday, March 21, 2017

TIME: 5:30 p.m. – Networking & Reception / 6:00 p.m. – Dinner & CE Program

SPEAKER: Jonathan H Proby MBA, CMPS, CSA
Mortgage Loan Originator
AnnieMac Home Mortgage

LOCATION: Renaissance Boca Raton
2000 NW 19th St, Boca Raton, FL 33431

FPA is the community that brings together those who deliver financial planning, those who support it and those who benefit from it.  Join today.

FPA of South Florida provides valuable and engaging educational programs that will help you advance your career. Join us at our next event!

The FPA of South Florida offers a variety of top-quality sponsorships. Click here if you are interested in our sponsorship opportunities.