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®