About the Society of Financial Service Professionals
The Omaha Chapter is one of two FSP chapters in Nebraska (the other is based in Lincoln). The Omaha Chapter was founded in 1936 and is one of the 30 largest chapters of the national Society of FSP. We have been recognized with the national FSP’s “Excellence in Chapter Achievement” Gold Medal Award since 2002. More than 130 of the Omaha area’s leading financial advisors, attorneys, CPAs, trust officers and other industry professionals are members of the Omaha chapter.
What is FSP?
- A multidisciplinary organization
- Focused on building networks, connections & relationships
- Delivers high-quality, practical education
- Offers world-class resources
- Assets available nationally and locally
- High level of ethical client service
FSP is a community of accomplished credentialed professionals whose common purpose is to deliver the highest level of ethical service to their clients. In an environment promoting professional, the Society of Financial Service Professionals has, since its inception, held a strong commitment to creating an environment that promotes professional development and ethical conduct. While the financial industry has changed, and we have evolved to maintain our relevance to today’s practitioners, we have remained steadfast in adhering to our core values of relationships, education, and ethics.
FSP exists as a community of credentialed professionals whose common purpose is to serve their clients ethically. Local chapters and national society provide world-class resources and knowledge that help members build their professional networks, enhance their knowledge base, and grow their practices.
Our mission is to empower our members to deliver the highest level of ethical service to their clients, by promoting mutually beneficial multidisciplinary relationships and by providing high-level, top-quality educational opportunities in conjunction with industry experts and thought-leaders.
Our members are accomplished professionals, including advisors; attorneys; CPAs; insurance experts; actuaries; and specialists in estate planning, retirement, employee benefits, and other areas of financial services.
They share the common goal of providing unparalleled client service, often by way of collaborating with fellow members from disciplines outside their own.