Established in 2009, Allegis Wealth Advisors is headquartered in South Jordan, Utah, and offers financial services to investment advisors scattered across the country. To help the firm remain up-to-date on changes made within the industry, Allegis Wealth Advisors belongs to the Financial Planning Association (FPA).
The FPA is an organization that represents certified financial planning (CFP) professionals and gives the designation for these certified individuals. With more than 24,000 members, the organization offers professional development opportunities and advocates on behalf of its members.
Each year, the FPA hosts a conference where members convene, share ideas, and network with others. The 2016 Annual Conference was held in Baltimore, Maryland. The conference began with opening night keynote speaker former Major League Baseball player Cal Ripken, Jr. discussing money management. Other sessions covered legal and tax ramifications on remarriage, retirement planning, and estate planning mistakes. In addition, the FPA honored Ray Ferrera, CFP with the 2016 outstanding achievement in financial planning award. The 2017 conference is scheduled in Nashville, Tennessee.