December 2014 Newsletter
We appreciate the generosity and support of our sponsors.

Please click here to read about the various products and services our sponsors have to offer and please support them as they support our chapter and its members.

Platinum Sponsor
Gold Sponsors
Silver Sponsors
Job Opportunity!

Click here for more information.


Read all about it!
Register Soon!

 Click here!! 
On October 23rd a group of your chapter leaders participated in a Career Planning Panel for students at St. Joseph's University.  Seasoned professionals spoke to students about the financial planning profession and how it has played an important role in their lives and careers.  They also talked about the benefits to be had by joining the FPA and its local Philadelphia chapter.

Additionally, local board member Sameer Somal guest lectured on financial planning and career development at Chitkara University in Punjab, India on November 28th.

We're spreading the word around the globe!
Board holds Annual Strategic Planning Meeting

On December 5th your local board of directors met for a half day of strategic planning and preparation for the coming year's events and activities.  Click here to see your leaders hard at work!  

Congratulations to the following members who were recently elected to serve on our Board of Directors:
  • Steven Krzywicki, Jr., CFP, Krzywicki, McGrory & Associates
  • Nicholas Maningas, Lincoln Mortgage Company
  • Kraig Null, Wealthcare Solutions LLC
  • Sanjay Pawar, CFP, Ameriprise Financial Services Inc.

We also want to thank the following board members whose terms are expiring at the end of the year.  We appreciate their support and the time they have devoted to ensure the ongoing success of our chapter.
  • Scott Bombeck
  • Scott Kaminsky
  • Bill Suplee

Paula Nangle, CFP

Wow! It is hard to believe that my year as Chapter President is coming to a close. It has been a privilege to serve in this role. I am so appreciative of all the time and energy volunteered by our board and committee members. It speaks volumes about their commitment to our profession and FPA. Through our combined efforts, a lot has been accomplished.

Pete Gutekunst, CFP, CLU
Education Chair


 Strong Close to 2014, Even Better 2015 On-Deck!

We wrapped up the 2014 Programs Season with two great CE programs November 12th at the Crowne Plaza in King of Prussia. Barry Yoder of ACE Private Risk Services, a chapter Gold Sponsor, delivered an interesting and eye opening presentation of the liability risks our clients face. Having assets can make individuals targets for lawsuits that would otherwise seem unlikely and, the planning process is an ideal way to call this risk to the attention of clients.

Read more.... 

Mark Your Calendars for Upcoming Events!

January 15, 2015 - Quarterly Education and Networking This first event of the new year will feature a 2015 Economic Outlook presented by Sean Clark from Clark Capital Management and our keynote speaker MITCH ANTHONY speaking on "Moving from ROI to ROL" (Return on Life). 
Philadelphia Marriott West, Conshohocken
4:00-7:15 p.m.

January 23, 2015 - Inaugural Career Day
St. Joseph's University
Click here for all of the details and registration info.

March 26, 2015 - Quarterly Education and Networking
speaking on Retirement Income Philosophies
Crowne Plaza Hotel, King of Prussia
4:00-7:15 p.m.

April 20-23, 2015
FPA Retreat 2015
North Atlanta, GA
Register here

May 5, 2015 - Spring Symposium

St. Joseph's University - Full Day of Education & Networking with afternoon keynote speaker

June 9, 2015 - Quarterly Education and Networking
Time & Location TBD

September 26-28, 2015
BE Boston 2015
National Conference


New Members

Kurt Angstadt, CFP�, Newbridge Wealth Management

James M. Bell, III, , CFP�, FSC Securities Corp. 

Leslie Bohner, Pennsylvania Trust

Lauren Boyce, CFP�  

Maria A. Bruno, CFP�, Vanguard Group
William F. Davis, CFP�, Apex Financial Advisors, Inc.
Donald Foster, Straub Group LLC
Monica M. Garver, CFP�
Edward Grant, CFP�
Richard Jakotowicz, Jr., CFP�
Justen Katzman
Maureen Kozak, CFP�, McCloskey Financial Group
Christopher J. Martin, Merrill Lynch
Dominica McCann, CFP�
Melisande McCrae, The American College
Brendan McPoyle, CFP�, Affinity Wealth Management
Jonathan A. Moyer, CFP�, First Niagara Bank
William Watson Straub, The Straub Group
Alisha Wheeler
Benjamin Zajac, CFP�, SimonZajac Wealth
   Management Group LLC 
Happy Anniversary to the following members on their FPA Milestone Achievement!

30 Years
Kathy Dawson Guerin

25 Years
Carl W. Landis
Jerome P. McAndrew

20 Years
John A. Matz
James Butler
Kevin E. Henley

15 Years
Steven A. Rose
Joseph J. Skwara

10 Years
Glenn Baumer

Chris Bertram
Membership Chair
Membership Update

In 2014, we hope each of you were able to attend a quarterly meeting, the spring symposium, the fall retreat or one of the many study groups or happy hour networking events. Each of the 30 or so events held presented a great opportunity for our members to network, obtain CE credits, learn about the value our sponsors offer and provide opportunity for you to engage with the chapter. The best way to engage with the chapter is to join one of our many committees. Committees and committee volunteers are very important to the long-term health and viability of our organization and a great place to develop skills and connections that will further your career. Click below for a list of current FPA Philadelphia Tri-State Committees along with the committee chair's contact information:

Read more....


Contact Chapter Administrator Chris Stewart at or 215-295-0729