2024 Corporate SpoNSOR

Heath Polzer



We invite you to join one of our future luncheons, networking mixers, study groups, and more!

Email your question to our Chapter Executive.


Find the CERTIFIED FINANCIAL PLANNER™ Who's Right For You (link to national FPA's searchable database of CFP's)

To promote the value of the financial planning profession,

To support personal and professional growth of our members, and to be a positive influence in our community through promoting financial literacy.

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Mission statement