Welcome to FPA of the National Capital Area!
Please scroll down to learn more about our National Capital Chapter Events, Partners and Board of Directors.

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.

Chapter News: New President's Message

Dear FPA NCA Members,

Between the cherry blossoms and a deluge of client correspondence pertaining to getting organized for tax season, Spring is here! The FPA NCA has continued to build momentum from our well attended Smarter Planner Winter Symposium this month with an Alternative Investment showcase at the Archer Hotel in Tyson’s Corner on March 7th.

If you attended, thank you! If not, you missed a deep dive into Private Credit with Golub Capital, innovation in the Private Equity space with Blackstone, and opportunities in Private Infrastructure with Cantor Fitzgerald. Thank you again to our sponsors for bringing in experts to demystify these asset classes! 

Once we’ve all recovered from the April 15th deadline, get ready for some excellent in-person events in April, May and June.

Click Here for the full message.

2024 Annual Awards Nomination is Open

This is your chance to recognize outstanding individuals in our community who have made significant contributions to the field of financial planning. If you know someone deserving of recognition, or if you believe your own work is worthy of an award, we encourage you to submit a nomination.

To learn more about the award categories, criteria, and the nomination process, please click HERE

2024 Events

NexGen Happy Hour

Join FPA NCA's NexGen April 25th for happy hour and networking at the Bronson Bierhall in Arlington, VA.
Register Here

Monday, May 13, 2024 Annual Charity Golf Tournament

Join us for our 30th Annual FPA NCA Charity Golf Classic at 1757 Golf Club, Dulles, Virginia. 11AM registration, 12 Noon Shot Gun Start 6PM buffet dinner and awards Fee includes lunch, green fees, open beverages on the course, and buffet dinner during pos
Register here!

Half Day Program

Wednesday, June 26, 2024 ProShares, Bethesda MD

July is Shark Tank Technology Month

Stay tuned for webinars every Wednesday in July

Saturday, August 17, 2024 Ask a Financial Planner Day in Silver Springs MD

Stay tuned for details on how to volunteer

Monday, September 5, 2024 Practice Management Session

Location tbd

Friday, September 27, 2024 Nats Game

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2024 Sponsors

Alan Mijes| alan.mijes@allianzlife.com
Gary Altman | 301- 468-3220 | gary@altmanassociates.net
Shane Chareonchump| Shane.Chareonchump@assetmark.com| |
Courtney Janssen | Courtney.Janssen@Blackstone.com 
Chris Yost | 404-308-3300 | Christopher.Yost@Cantor.com
Antonio Bass | antonio.bass@capgroup.com
Craig Arsenault | carsenault@cliffwater.com
Marie McClughen |mmcclughen@ftadvisors.com
Mike Kondras | 609-221-8735 | mike.kondras@hines.com
Ryan Perri | 240-444-7789 RPerri@Inland-securities.com
Colton Fergus | cfergus@golubcapital.com
Paul Hallisey| paul.hallisey@janushenderson.com
Cole Ebel | cebel@jenseninvestment.com
Jonathon Scardina | (800) 752-8700 jonathon.scardina@nuveen.com
Mark Schug | 617-821-1205 | Osterwise Capital Management
Saxon Justice | sjustice@proshares.com
Keith McFadyen | krm@sitinvest.com
Chris Parks | cparks@transamerica.com
Thomas E. Galgano, Jr.| 516.509.5572 |Tom_Galgano_jr@vanguard.com
Virginia 529 | Rebecca Lyons | (804) 310-0961 | rlyons@virginia529.com

The Smarter Planner Podcast

What Planners should know, but they don't
Click here to become a smarter planner

Partnerships

Learn about the ways you can support our National Capital Area Chapter.
CLICK HERE to Learn More About Our Partnership Program

Career Center

Post job openings and find potential candidates.
CLICK HERE to Learn More About our Career Center