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Our Mission

To elevate the profession that transforms lives through the power of financial planning

THE FINANCIAL PLANNING ASSOCIATION
of the GREATER HUDSON VALLEY

The home for Financial Planners in:

Westchester, Rockland, Putnam, and Dutchess Counties

Featured Event

Educational Breakfast Meeting on Upcoming Changes to Medicaid and Federal & Estate Tax Laws
Educational Breakfast Meeting on Upcoming Changes to Medicaid and Federal & Estate Tax Laws
May 01, 2025, 8:30 AM
Armonk
Please join us for our "Legal Update" breakfast meeting at The Bristal Assisted Living at Armonk! FPA members and non-members welcome to to attend!
YOUR PROFESSIONAL HOME.

EXPLORE THE BENEFITS OF MEMBERSHIP

ABOUT US

The Financial Planning Association (FPA) is the indispensable resource for CERTIFIED FINANCIAL PLANNER (CFP®) Professionals. Our primary aim is to elevate the profession that transforms lives through the power of financial planning.

CONTACT

Lori Somerville

(877) 817-8400

lori@fpaghv.org

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