About Our Chapter

Our Value Proposition:

Building relationships, expertise, leadership experience, and community involvement through membership in the nation’s premier organization of multi-disciplined professionals.

Cleveland-Akron FSP was founded in 1966.

The strength of our chapter is our robust programming.  We provide our members with quality programs, and sought after speakers at a value that is unmatched.

Monthly Education Programs:

At monthly programs, you will have to face-to-face conversations with successful practitioners from multiple disciplines in your community.  The result is a bigger picture understanding of your clients’ needs and options, and a personal, go-to network of helpful, local experts to call when question arise.

To view local featured luncheon programs, Click Here

Membership List:

Available to members only in the National Site.


Financial Service Professional of the Year Award

The recipient of the Financial Service Professional of the Year Award should be a member in good standing who exhibits, in practice, the core values of the Cleveland-Akron Society of Financial Service Professionals:

  • Practice professional advancement through continuing education
  • Support ethical awareness in his or her business practices
  • Develop successful mutually beneficial relationships with other members
  • Develop practice management strategies to make him or her more effective as a business person
  • Foster public recognition of the value of working with Society of FSP members

Past Recipients:

2016  James O. Judd, CLU®, ChFC®
2015  Charles F. Adler, III, Esq.
2014  Jeffrey A. Steiner, CLU®, ChFC®, CFP®
2013  James S. Aussem, JD, AEP®
2012  Neil R. Waxman, CFP®
2011  Lindsey Smith, JD
2010  Gary E. Lanzen, CLU®, ChFC®, RHU®