Sponsors



The Financial Planning Association of Philadelphia Tri-State Area members are supported by a number of exceptional sponsors who help offset the cost of delivering benefits to our members. Our sponsors are helping to assist FPA’s message of building the community of the financial planning profession, with their commitment to the association, its mission and its members. Click here to learn about our Partnership Opportunities.

THANK YOU to our 2015 Partners!


Platinum Partner
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Thomas Mesko
Direct: 215-863-8125
Main: (215) 563-6417
Fax: (215) 563-6882
[email protected]


Gold Partners

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Casimer Thomas
267-247-5353
[email protected]

 

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Ryan Kenney
215-805-1075
[email protected]

 

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Stephanie Brown
215-220-4303
[email protected]

 

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Chris Alexander
917-545-6933
[email protected]


 Silver Partners

American_Century_Investments

Bob Karas
215-990-3215
[email protected]

 

Ameriprise

Matt Roesser
717-581-5888
[email protected]

Michael Hartnett
610-825-9055
[email protected]

 

Brinker Capital

Frank Pizzichillo
610-731-6566
[email protected]

 

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Laurie Bond
330-908-4146
[email protected]

 

Cohen and Steers logo 2014

Ron Pucillo
201-926-0163
[email protected]

 

Cole Capital
Gordon Miller
617-833-1823
[email protected]

 

emoney advisor logo

Kelly Waltrich
610-684-4653
[email protected]

 

HartfordFunds

Phillip Shankweiler
610-386-7335
[email protected]

 

IP brokerage logo

Michael Rowe
215-207-9435
[email protected]

 

Morningstar

Joe Falkenberg
312-384-4806
[email protected]

 

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Jonathan Olver
201-369-8307
[email protected]

 

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Andrea Thoreson
480-258-9261
[email protected]

 

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Richard Levan
215-988-8316
[email protected]

 


Bronze Sponsors

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Joseph Mondell
410-409-2310
[email protected]

 

equity advisor solutions

Jason Zalarick
720-583-8825
[email protected]

 

Goldman Sachs logo 2015

 

MaryAnn Stauffer
917-232-8326
[email protected]

 

Jeff National logo 2014

Cody Williams
502-587-3828
[email protected]

 

Kaplan 2015 Logo

Jennifer Kulasiewicz
877-311-9762
[email protected]

 

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Noel Hainsselin
917-763-4272
[email protected]


 

Partnership Opportunities

If you would like more information about FPA Philadelphia Tri-State Area partnership opportunities, please view the attached PDF file for more details or contact Nick Maningas at 610-202-7847.

Download Partnership Opportunities