Network or meetup
FPA Philadelphia Tri-State Area
The Philadelphia chapter of the Financial Planning Association, a professional group that brings together almost 500 local financial planners. It offers talks, networking and a mentorship program that pairs newer planners with experienced ones.
- Online OK
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What they do
Attend talks and networking events, register for a holiday party, or ask about the mentorship program if you are a newer planner.
Who it is for
- Who can join
- Open to anyone
- Who is there
- Working professionals
When and where
Events are scheduled one at a time, not on a set meeting schedule. The chapter's mentorship program meets monthly for six months.
Does not meet on a regular schedule.
We do not have a meeting place for this group yet.
You can join online.
Your first visit
Feeling unsure the first time is normal. Most groups are glad when someone new walks in.
First step: Sign up for an upcoming chapter event through its registration link, or call chapter executive Kristin Beane at 508-320-1685 to ask about the mentorship program..
You need to sign up first.
What to expect
Chapter events are talks on financial planning topics and social evenings. The October 14, 2026 event is a one hour virtual talk on private markets, and the December 10, 2026 party includes food, drinks and networking; its location is still to be set. The mentorship pairs one newer planner with one experienced planner, with monthly meetings from March through August of the 2026 round.
Tips for your first visit
- The October 14 talk is virtual, so you can join from home.
- The December party's location is still to be set, so check for an update before you plan your trip.
Newcomer welcome
Fine for newcomers, but you may need to speak up (3 out of 5). Why we say this: Events are listed publicly with registration links, and the chapter runs a mentorship program for newer planners. The page does not say whether non-members can attend, and the mentorship details cover only the 2026 round..
Cost and commitment
- Cost
- Cost not known yet. The chapter page does not list event prices for members or non-members, and the FPA membership page we read does not show dues.
- How often
- One time event
Access and languages
- Wheelchair access
- We do not know yet. Ask the group before you go.
- Languages spoken
- We do not know yet which languages are spoken.
Requirements
We found no special requirements. Ask the group if you are not sure.
How to reach them
We copy contact details as the group or a public source published them. Each one shows where it came from.
- Website: financialplanningassociation.org Source: financialplanningassociation.org, seen October 8, 2026
- Phone: 508-320-1685 Source: financialplanningassociation.org, seen October 8, 2026
- Contact: Kristin Beane, chapter executive Source: financialplanningassociation.org, seen October 8, 2026
Sources and last check
Checked by our research team on October 8, 2026. This was a closer look, including what a first visit is like.
- Last seen active
- October 2026 (See the evidence)
- Last checked by our team
- October 8, 2026
- Status
- Active
- Our confidence in this listing
- Medium
- financialplanningassociation.org, seen October 8, 2026. Supports: Summary, Schedule, Cost, First step, Status, What they do, Last sign of life, Contacts, Formats
- financialplanningassociation.org, seen October 8, 2026. Supports: Cost
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