Financial industry veteran Keefe Gorman works as an advisor for Merrill Lynch. To bring up-to-date knowledge of the financial industry to his clients at Merrill Lynch, Keefe Gorman maintains membership in the Financial Planning Association (FPA). As a membership organization for certified financial planners (CFPs), along with affiliated educators, students, and other professionals, FPA seeks to advance the interests of the financial planning community.
To help members advance in their careers, FPA offers a range of professional education opportunities. Each year, the organization hosts several conferences, which feature high-caliber speakers and programming to provide the latest business and technical information to members. The organization’s annual conference attracts more than 2,000 financial planning professions, with 50 percent of attendees having at least 15 years of experience in the financial industry. Through this event, planners at every stage of their career gain insights from noted industry leaders and have opportunities to network with peers.
In addition to in-person events, FPA provides virtual learning opportunities, including free webinars. The organization also produces a publication, the Journal of Financial Planning.
Michael Keefe Gorman, a broker with Merrill Lynch, serves a geographically diverse group of individual investors, businesses, and non-profits from his office in Ithaca, New York.
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