FPA of Pittsburgh

FPA of Pittsburgh FPA of Pittsburgh

FPA members demonstrate a commitment to the highest standards of professional competence, ethical conduct and clear, complete disclosure for financial planning professionals. FPA's individual members include:

Financial Planners
Accountants
Attorneys
Bankers
Charitable Giving Specialists
Insurance Agents
Stockbrokers
Money Managers
Investment Consultants
Broker-Dealer and Corporate Executives
Othe

rs Who Champion the Financial Planning Process
FPA Institutional Membership connects firms that support the financial planning process to the financial planning community.

โšพ One Week Until NexGen Night at the Ballpark!The countdown is on! Next Tuesday, September 15th, FPA NexGen is heading t...
09/08/2026

โšพ One Week Until NexGen Night at the Ballpark!

The countdown is on! Next Tuesday, September 15th, FPA NexGen is heading to Tomโ€™s Watch Bar for happy hour before making our way to PNC Park for the Pirates vs. Brewers.

๐Ÿป Happy Hour: 5:00โ€“6:30 PM
โšพ Pirates Game: 6:30โ€“9:00 PM
๐Ÿ“… Tuesday, September 15th
๐Ÿ‘ค Ambassador: Scott Steiner

๐Ÿšจ Ticket deadline: Tomorrow, September 9 at 9:00 PM! This is your last chance to grab your ticket, so don't wait!

Come enjoy a night of baseball, drinks, and connecting with fellow young professionals. Bring a friend or colleague and make a night of it!

๐Ÿ‘‰ https://lp.constantcontactpages.com/ev/reg/sq3hmwf/lp/f71794db-cf2a-49d7-9074-98e436470f3d

๐—ช๐—ต๐—ฎ๐˜ ๐˜€๐—ฒ๐—ฝ๐—ฎ๐—ฟ๐—ฎ๐˜๐—ฒ๐˜€ ๐—ฎ ๐—ด๐—ฟ๐—ฒ๐—ฎ๐˜ ๐—ณ๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐—ฝ๐—น๐—ฎ๐—ป๐—ป๐—ฒ๐—ฟ ๐—ณ๐—ฟ๐—ผ๐—บ ๐—ฎ ๐—ด๐—ผ๐—ผ๐—ฑ ๐—ผ๐—ป๐—ฒ?Technical knowledge mattersโ€”but great planners also know how to...
09/08/2026

๐—ช๐—ต๐—ฎ๐˜ ๐˜€๐—ฒ๐—ฝ๐—ฎ๐—ฟ๐—ฎ๐˜๐—ฒ๐˜€ ๐—ฎ ๐—ด๐—ฟ๐—ฒ๐—ฎ๐˜ ๐—ณ๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐—ฝ๐—น๐—ฎ๐—ป๐—ป๐—ฒ๐—ฟ ๐—ณ๐—ฟ๐—ผ๐—บ ๐—ฎ ๐—ด๐—ผ๐—ผ๐—ฑ ๐—ผ๐—ป๐—ฒ?

Technical knowledge mattersโ€”but great planners also know how to keep learning, communicate clearly, think critically, and continuously improve how they serve their clients.

Professional excellence is a practice, not a destination.

FPA gives financial planning professionals opportunities to strengthen their skills through education, research, publications, conferences, events, and connections with peers across the profession.

๐—ฌ๐—ผ๐˜‚๐—ฟ ๐—ฒ๐˜…๐—ฝ๐—ฒ๐—ฟ๐˜๐—ถ๐˜€๐—ฒ ๐—ฐ๐—ฎ๐—ป ๐—ฎ๐—น๐˜„๐—ฎ๐˜†๐˜€ ๐—ด๐—ฒ๐˜ ๐—ฏ๐—ฒ๐˜๐˜๐—ฒ๐—ฟ. ๐—ฌ๐—ผ๐˜‚๐—ฟ ๐—ฝ๐—ฟ๐—ผ๐—ณ๐—ฒ๐˜€๐˜€๐—ถ๐—ผ๐—ป๐—ฎ๐—น ๐—ฐ๐—ผ๐—บ๐—บ๐˜‚๐—ป๐—ถ๐˜๐˜† ๐—ฐ๐—ฎ๐—ป ๐—ต๐—ฒ๐—น๐—ฝ ๐˜†๐—ผ๐˜‚ ๐—ด๐—ฒ๐˜ ๐˜๐—ต๐—ฒ๐—ฟ๐—ฒ.

๐Ÿ‘‰ Become an FPA member: https://www.financialplanningassociation.org/membership

๐Ÿ‘‰ Follow FPA Pittsburgh: https://www.facebook.com/PghFPA | https://www.linkedin.com/company/pghfpa/

We're excited to welcome Devin Burgess, a Wealth Planner at Waldron Private Wealth to the FPA Pittsburgh community!A rec...
09/07/2026

We're excited to welcome Devin Burgess, a Wealth Planner at Waldron Private Wealth to the FPA Pittsburgh community!

A recent graduate of John Carroll Universityโ€™s Financial Planning & Wealth Management program, Devin is currently working toward his CFPยฎ certification and is passionate about learning from others, serving clients, and giving back to the profession.

Outside of work, Devin enjoys trying new restaurants and discovering great food.
We're thrilled to have Devin as part of FPA Pittsburgh!

We're excited to welcome Joe Salmen, CFPยฎ, Wealth Advisor and Director at Rockport Wealth Advisors, as a new member of t...
09/04/2026

We're excited to welcome Joe Salmen, CFPยฎ, Wealth Advisor and Director at Rockport Wealth Advisors, as a new member of the FPA Pittsburgh community!

Joe takes a team-first approach to financial planning and enjoys helping individuals and families find peace of mind in their financial lives. His background as a former All-American baseball player and current youth sports coach has shaped his belief in preparation, discipline, and strong fundamentalsโ€”values he brings to his work with clients.

Joe specializes in comprehensive financial planning and tax-aware strategies, helping clients navigate important decisions around retirement, investments, and their long-term goals.

Outside of the office, Joe enjoys sports and activities with his kids, coaching youth sports, and staying active in his community. We're thrilled to have Joe as part of FPA Pittsburgh and look forward to getting to know him!

๐—ช๐—ต๐—ผ ๐—ฑ๐—ผ ๐˜†๐—ผ๐˜‚ ๐˜๐˜‚๐—ฟ๐—ป ๐˜๐—ผ ๐˜„๐—ต๐—ฒ๐—ป ๐˜†๐—ผ๐˜‚โ€™๐—ฟ๐—ฒ ๐—ณ๐—ฎ๐—ฐ๐—ถ๐—ป๐—ด ๐—ฎ ๐—ฐ๐—ต๐—ฎ๐—น๐—น๐—ฒ๐—ป๐—ด๐—ฒ ๐—ถ๐—ป ๐˜†๐—ผ๐˜‚๐—ฟ ๐—ฝ๐—ฟ๐—ฎ๐—ฐ๐˜๐—ถ๐—ฐ๐—ฒ?Financial planning can be demanding. Sometimes the mo...
09/04/2026

๐—ช๐—ต๐—ผ ๐—ฑ๐—ผ ๐˜†๐—ผ๐˜‚ ๐˜๐˜‚๐—ฟ๐—ป ๐˜๐—ผ ๐˜„๐—ต๐—ฒ๐—ป ๐˜†๐—ผ๐˜‚โ€™๐—ฟ๐—ฒ ๐—ณ๐—ฎ๐—ฐ๐—ถ๐—ป๐—ด ๐—ฎ ๐—ฐ๐—ต๐—ฎ๐—น๐—น๐—ฒ๐—ป๐—ด๐—ฒ ๐—ถ๐—ป ๐˜†๐—ผ๐˜‚๐—ฟ ๐—ฝ๐—ฟ๐—ฎ๐—ฐ๐˜๐—ถ๐—ฐ๐—ฒ?

Financial planning can be demanding. Sometimes the most valuable resource isnโ€™t another tool or another articleโ€”itโ€™s another professional who understands.

FPA creates opportunities to connect with peers through local chapters, online communities, Knowledge Circles, conferences, and events.

๐—ฌ๐—ผ๐˜‚ ๐—ฑ๐—ผ๐—ปโ€™๐˜ ๐—ต๐—ฎ๐˜ƒ๐—ฒ ๐˜๐—ผ ๐—ป๐—ฎ๐˜ƒ๐—ถ๐—ด๐—ฎ๐˜๐—ฒ ๐˜†๐—ผ๐˜‚๐—ฟ ๐—ฐ๐—ฎ๐—ฟ๐—ฒ๐—ฒ๐—ฟ ๐—ฎ๐—น๐—ผ๐—ป๐—ฒ.

๐Ÿ‘‰ Become an FPA member and find your professional community: https://www.financialplanningassociation.org/membership

๐Ÿ‘‰ Follow FPA Pittsburgh and connect with your local FPA community: https://www.facebook.com/PghFPA | https://www.linkedin.com/company/pghfpa/

โšพ NexGen Night at the Ballpark is 2 Weeks Away!September 15th, FPA NexGen takes over Pittsburgh for a night of happy hou...
09/01/2026

โšพ NexGen Night at the Ballpark is 2 Weeks Away!

September 15th, FPA NexGen takes over Pittsburgh for a night of happy hour, baseball, and networking!

We'll meet at Tom's Watch Bar from 5:00โ€“6:30 PM before heading to PNC Park to watch the Pirates take on the Brewers.

๐Ÿป Happy Hour: 5:00โ€“6:30 PM
โšพ Pirates vs. Brewers: 6:30โ€“9:00 PM
๐Ÿ“… Tuesday, September 15
๐Ÿ‘ค Ambassador: Scott Steiner

Bring a friend, invite a colleague, and come enjoy a night out with the FPA NexGen community!

๐Ÿ‘‰ https://lp.constantcontactpages.com/ev/reg/sq3hmwf/lp/f71794db-cf2a-49d7-9074-98e436470f3d

๐—ช๐—ต๐—ฎ๐˜โ€™๐˜€ ๐˜๐—ต๐—ฒ ๐—ป๐—ฒ๐˜…๐˜ ๐˜€๐˜๐—ฒ๐—ฝ ๐—ถ๐—ป ๐˜†๐—ผ๐˜‚๐—ฟ ๐—ณ๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐—ฝ๐—น๐—ฎ๐—ป๐—ป๐—ถ๐—ป๐—ด ๐—ฐ๐—ฎ๐—ฟ๐—ฒ๐—ฒ๐—ฟ?Maybe youโ€™re building your foundation.Maybe youโ€™re growing a prac...
09/01/2026

๐—ช๐—ต๐—ฎ๐˜โ€™๐˜€ ๐˜๐—ต๐—ฒ ๐—ป๐—ฒ๐˜…๐˜ ๐˜€๐˜๐—ฒ๐—ฝ ๐—ถ๐—ป ๐˜†๐—ผ๐˜‚๐—ฟ ๐—ณ๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐—ฝ๐—น๐—ฎ๐—ป๐—ป๐—ถ๐—ป๐—ด ๐—ฐ๐—ฎ๐—ฟ๐—ฒ๐—ฒ๐—ฟ?

Maybe youโ€™re building your foundation.

Maybe youโ€™re growing a practice.

Maybe youโ€™re looking for leadership opportunitiesโ€”or simply looking for a community that understands where you are.
Your career doesnโ€™t have to follow one path.

FPA supports professionals throughout their careers with learning, networking, practice support, advocacy, career resources, and opportunities to connect through local and national events.

๐—ช๐—ต๐—ฒ๐—ฟ๐—ฒ๐˜ƒ๐—ฒ๐—ฟ ๐˜†๐—ผ๐˜‚ ๐—ฎ๐—ฟ๐—ฒ ๐—ถ๐—ป ๐˜†๐—ผ๐˜‚๐—ฟ ๐—ฐ๐—ฎ๐—ฟ๐—ฒ๐—ฒ๐—ฟ, ๐—™๐—ฃ๐—” ๐—ถ๐˜€ ๐—ต๐—ฒ๐—ฟ๐—ฒ ๐—ณ๐—ผ๐—ฟ ๐˜†๐—ผ๐˜‚.

๐Ÿ‘‰ Become an FPA member: https://www.financialplanningassociation.org/membership

๐Ÿ‘‰ Follow FPA Pittsburgh: https://www.facebook.com/PghFPA | https://www.linkedin.com/company/pghfpa/

๐—ช๐—ต๐—ผ ๐—ต๐—ฎ๐˜€ ๐—ฎ ๐˜ƒ๐—ผ๐—ถ๐—ฐ๐—ฒ ๐—ถ๐—ป ๐˜๐—ต๐—ฒ ๐—ณ๐˜‚๐˜๐˜‚๐—ฟ๐—ฒ ๐—ผ๐—ณ ๐—ณ๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐—ฝ๐—น๐—ฎ๐—ป๐—ป๐—ถ๐—ป๐—ด? The professionals who participate. Changes in policy, regulation, a...
08/28/2026

๐—ช๐—ต๐—ผ ๐—ต๐—ฎ๐˜€ ๐—ฎ ๐˜ƒ๐—ผ๐—ถ๐—ฐ๐—ฒ ๐—ถ๐—ป ๐˜๐—ต๐—ฒ ๐—ณ๐˜‚๐˜๐˜‚๐—ฟ๐—ฒ ๐—ผ๐—ณ ๐—ณ๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐—ฝ๐—น๐—ฎ๐—ป๐—ป๐—ถ๐—ป๐—ด?

The professionals who participate.

Changes in policy, regulation, and professional standards can affect how financial planners serve their clients and build their businesses.

Thatโ€™s why advocacy matters.

FPA gives members opportunities to stay informed and make their voices heard through advocacy efforts focused on advancing the financial planning profession.

๐—ง๐—ต๐—ฒ ๐—ณ๐˜‚๐˜๐˜‚๐—ฟ๐—ฒ ๐—ผ๐—ณ ๐˜๐—ต๐—ฒ ๐—ฝ๐—ฟ๐—ผ๐—ณ๐—ฒ๐˜€๐˜€๐—ถ๐—ผ๐—ป ๐˜€๐—ต๐—ผ๐˜‚๐—น๐—ฑ๐—ปโ€™๐˜ ๐—ต๐—ฎ๐—ฝ๐—ฝ๐—ฒ๐—ป ๐—ฎ๐—ฟ๐—ผ๐˜‚๐—ป๐—ฑ ๐˜†๐—ผ๐˜‚. ๐—•๐—ฒ ๐—ฝ๐—ฎ๐—ฟ๐˜ ๐—ผ๐—ณ ๐˜€๐—ต๐—ฎ๐—ฝ๐—ถ๐—ป๐—ด ๐—ถ๐˜.

๐Ÿ‘‰ Become an FPA member and add your voice: https://www.financialplanningassociation.org/membership

๐Ÿ‘‰ Follow FPA Pittsburgh for professional and advocacy updates: https://www.facebook.com/PghFPA | https://www.linkedin.com/company/pghfpa/

๐—›๐—ผ๐˜„ ๐—ฑ๐—ผ ๐˜†๐—ผ๐˜‚ ๐˜€๐˜๐—ฎ๐˜† ๐˜€๐—ต๐—ฎ๐—ฟ๐—ฝ ๐—ถ๐—ป ๐—ฎ ๐—ฝ๐—ฟ๐—ผ๐—ณ๐—ฒ๐˜€๐˜€๐—ถ๐—ผ๐—ป ๐˜๐—ต๐—ฎ๐˜ ๐—ป๐—ฒ๐˜ƒ๐—ฒ๐—ฟ ๐˜€๐˜๐—ผ๐—ฝ๐˜€ ๐—ฐ๐—ต๐—ฎ๐—ป๐—ด๐—ถ๐—ป๐—ด?Financial planning doesnโ€™t stand still. New research, te...
08/25/2026

๐—›๐—ผ๐˜„ ๐—ฑ๐—ผ ๐˜†๐—ผ๐˜‚ ๐˜€๐˜๐—ฎ๐˜† ๐˜€๐—ต๐—ฎ๐—ฟ๐—ฝ ๐—ถ๐—ป ๐—ฎ ๐—ฝ๐—ฟ๐—ผ๐—ณ๐—ฒ๐˜€๐˜€๐—ถ๐—ผ๐—ป ๐˜๐—ต๐—ฎ๐˜ ๐—ป๐—ฒ๐˜ƒ๐—ฒ๐—ฟ ๐˜€๐˜๐—ผ๐—ฝ๐˜€ ๐—ฐ๐—ต๐—ฎ๐—ป๐—ด๐—ถ๐—ป๐—ด?

Financial planning doesnโ€™t stand still. New research, technology, regulations, client expectations, and planning strategies continually shape the way professionals serve their clients.

The best planners make learning part of the jobโ€”not something they do only when they need CE.

FPA helps make continuous learning easier with live and on-demand education, publications, research, conferences, and events designed to strengthen your professional knowledge.

๐—ž๐—ฒ๐—ฒ๐—ฝ ๐—น๐—ฒ๐—ฎ๐—ฟ๐—ป๐—ถ๐—ป๐—ด. ๐—ž๐—ฒ๐—ฒ๐—ฝ ๐—ด๐—ฟ๐—ผ๐˜„๐—ถ๐—ป๐—ด. ๐—ž๐—ฒ๐—ฒ๐—ฝ ๐—ฟ๐—ฎ๐—ถ๐˜€๐—ถ๐—ป๐—ด ๐˜๐—ต๐—ฒ ๐˜€๐˜๐—ฎ๐—ป๐—ฑ๐—ฎ๐—ฟ๐—ฑ.

๐Ÿ‘‰ Become an FPA member and access professional development, learning opportunities, networking, advocacy, and practice support: https://www.financialplanningassociation.org/membership

๐Ÿ‘‰ Follow FPA Pittsburgh for insights, professional resources, and upcoming opportunities: https://www.facebook.com/PghFPA | https://www.linkedin.com/company/pghfpa/

The strongest professionals donโ€™t just focus on career successโ€”they focus on impact.Supporting others, giving back, and ...
08/21/2026

The strongest professionals donโ€™t just focus on career successโ€”they focus on impact.

Supporting others, giving back, and helping people build better financial futures creates purpose beyond the day-to-day work.

That sense of purpose is what builds lasting professional fulfillment.

๐Ÿ‘‰ Grow your career with FPAโ€”access professional development, industry insights, and connect through events, programs, and a network of planners committed to excellence: https://www.financialplanningassociation.org/membership

๐Ÿ‘‰ Connect with us for updates, insights, and upcoming opportunities: https://www.facebook.com/PghFPA | https://www.linkedin.com/company/pghfpa/

Address

200 Children's Way
Pittsburgh, PA
15212

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Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 5pm
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