About FPA National Capital Area
The Financial Planning Association National Capital Area chapter is the preeminent organization for financial planning professionals in the Washington DC region. Our members serve thousands of people in the District of Columbia, suburban Maryland, and northern Virginia. FPA’s nationwide network of nearly 100 chapters encourages professional development and networking on a local level. We also connect members in 49 countries around the world.
Members of FPA are those who commit to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. They deliver advice using an objective, client-centered, ethical process. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
FPA NCA Leadership
- President: Helen Modly, CFP®
- Chair: Ryan Fleming, CFP®
- President Elect: Ken Robinson, CFP®
- Treasurer: Dan Lash, CFP®
- Secretary: Bryan Beatty, CFP®
12816 Tewksbury Drive
Herndon, VA 20171
Winter Symposium: January 31, 2014 in Herndon, VA, Dulles Hyatt
Spring Symposium: June 20, 2014 in Herndon, VA, Dulles Hyatt
Tracey Baker, CFP
Public Relations and Communications Director
FPA National Capital Area members serve as expert sources on a variety of topics such as retirement planning, smart business planning, family and marriage planning, and can also speak to client issues in a particular profession or with different income and asset levels.
FPA Advocacy and Legislative Efforts
FPA is a leading voice on legislative and regulatory initiatives to enhance consumer protection and promote high standards of professional conduct. FPA engages with federal and state regulators and lawmaking bodies to advocate for policies to benefit consumers and financial planning practitioners.
FPA’s current advocacy efforts are focused on
- Fiduciary standard – Support SEC rulemaking that would ensure that broker-dealers put customer’s interests first when they are giving personalized investment advice to retail customers.
- Appropriate oversight of investment advisers – Support more robust oversight of investment advisers by directing sufficient resources to improve current oversight programs.
- Appropriate regulation of financial planners – Educate policymakers about the practice and value of financial planning and the effect of policy decisions on practitioners and their clients.
- Financial literacy – Support initiatives to improve consumers’ understanding of financial issues and provide them with tools to make informed financial decisions.
- Savings and investment – Preserve and strengthen individual retirement accounts and employer-provided retirement plans; Support reasonable tax rates on capital gains and dividends.
- Effective tax policy – Oppose expansion of the alternative minimum tax; and support efforts to create a more simple and predictable tax code.
In addition to its ongoing legislative and advocacy efforts, FPA participates in the Financial Planning Coalition (www.FinancialPlanningCoalition.com) with key partners to advise legislators and regulate and inform their decisions.