Financial Planning Association of Rhode Island
Address
2400 Post Road
Warwick, RI 02886
(401) 732-2400
Description:
The FPA of Rhode Island is a nonprofit corporation organized under the laws of the State of Rhode Island. Exists to further the success of the financial planning profession. Developed programs and services that include monthly meetings, educational presentations, special events, and networking opportunities for members and associated professionals. In addition FPA ! RI is extensively involved in community outreach. Its goal is to provide the consumer with the resources necessary to make sound financial decisions.
Services
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Description
The FPA of Rhode Island is a nonprofit corporation organized under the laws of the State of Rhode Island. Exists to further the success of the financial planning profession. Developed programs and services that include monthly meetings, educational presentations, special events, and networking opportunities for members and associated professionals. In addition FPA â RI is extensively involved in community outreach. Its goal is to provide the consumer with the resources necessary to make sound financial decisions.
Eligibility
Personal financial planning experts, including professionals from all backgrounds and business models.
Fees
Membership varies
Intake Procedure
Become a national member online. Members RSVP to local events through email
Service Area
Statewide
Geography Served
- Rhode Island
If a location is grayed out it means that only certain areas within it are covered. The areas with complete covereage are listed in black.
Description
The FPA of Rhode Island is a nonprofit corporation organized under the laws of the State of Rhode Island. Exists to further the success of the financial planning profession. Developed programs and services that include monthly meetings, educational presentations, special events, and networking opportunities for members and associated professionals. In addition FPA â RI is extensively involved in community outreach. Its goal is to provide the consumer with the resources necessary to make sound financial decisions.
Eligibility
Personal financial planning experts, including professionals from all backgrounds and business models.
Fees
Membership varies
Intake Procedure
Become a national member online. Members RSVP to local events through email
Service Area
Statewide
Geography Served
- Rhode Island
If a location is grayed out it means that only certain areas within it are covered. The areas with complete covereage are listed in black.
General Information
Intake Process:
Become a national member online. Members RSVP to local events through email
Program Fees:
Membership varies
Eligibility:
Personal financial planning experts, including professionals from all backgrounds and business models.
Is Shelter?
No
Miscellaneous
AKA:
FPA of RI
Related Resource
Date of Official Change:
January 29, 2019
Legal Status:
Non-Profit
Services
Click here to show all service details. Or click on a service name to see its details specifically.
Description
The FPA of Rhode Island is a nonprofit corporation organized under the laws of the State of Rhode Island. Exists to further the success of the financial planning profession. Developed programs and services that include monthly meetings, educational presentations, special events, and networking opportunities for members and associated professionals. In addition FPA â RI is extensively involved in community outreach. Its goal is to provide the consumer with the resources necessary to make sound financial decisions.
Eligibility
Personal financial planning experts, including professionals from all backgrounds and business models.
Fees
Membership varies
Intake Procedure
Become a national member online. Members RSVP to local events through email
Service Area
Statewide
Geography Served
- Rhode Island
If a location is grayed out it means that only certain areas within it are covered. The areas with complete covereage are listed in black.
Description
The FPA of Rhode Island is a nonprofit corporation organized under the laws of the State of Rhode Island. Exists to further the success of the financial planning profession. Developed programs and services that include monthly meetings, educational presentations, special events, and networking opportunities for members and associated professionals. In addition FPA â RI is extensively involved in community outreach. Its goal is to provide the consumer with the resources necessary to make sound financial decisions.
Eligibility
Personal financial planning experts, including professionals from all backgrounds and business models.
Fees
Membership varies
Intake Procedure
Become a national member online. Members RSVP to local events through email
Service Area
Statewide
Geography Served
- Rhode Island
If a location is grayed out it means that only certain areas within it are covered. The areas with complete covereage are listed in black.
Geographies Served
Serves All Areas
Address Listings
Physical (Primary)
2400 Post Road
Warwick, RI 02886
Mailing
2400 Post Road
Warwick, RI 02886
Contacts
Jason E. Siperstein, CFA, CFP®
Primary Contact
President-Elect, Pro Bono Director & Program Director
Phone Numbers
Main Phone
(401) 732-2400
Fax
(401) 732-1708
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