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Ohio State Financial Planning Association

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Ohio State’s largest and most premier student organization for wealth management.

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Please join us tomorrow night for a fun game night! We will have financial planning trivia, winner gets a $50 Amozon gift GIFT CARD, and night with fun board games and getting to know your peers! And their will be pizza by @fpaosu

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3 days ago

The SFPA September Newsletter is here‼️

This edition highlights what we’ve been accomplishing throughout September, including meeting recaps, member engagement, career development opportunities, and a snapshot of our continued growth.

We’re especially excited to celebrate a historic milestone for Ohio State’s Financial Planning program: for the first time, enrollment in the Financial Planning Minor has surpassed enrollment in the major, reflecting the growing interest in financial planning education and careers.

Thank you to our members, sponsors, faculty, and industry partners for helping make this momentum possible. We look forward to building on this success throughout the year! by @fpaosu

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7 days ago

Reminder: J.P. Morgan Information Session Tonight!

SFPA will be hosting an off-schedule meeting tonight from 7–8 PM in Schoenbaum 330!

Join us to connect with J.P. Morgan representatives and learn about career opportunities, recruiting, and company culture.

All grade levels are welcome, and Buckeye Donuts will be provided! by @fpaosu

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8 days ago

What an incredible experience to see our Student Financial Planning Association (SFPA) members attend the @cfpboard Connections Conference in Las Vegas!
Thank you to kasey kobs, Erika Matthews, and wonderful team for providing us with this opportunity.
This conference provided an invaluable opportunity for students to connect with industry leaders, learn about emerging trends in financial planning, expand their professional networks, and gain insight into the future of the profession. Experiences like these help prepare the next generation of financial planners for successful and impactful careers. We are proud of our members who represented our program:
Grey Mong
Collins Applegate
Amelia Wells
Sergio Marinelli
Nolan Baker
Grey Murray
Kai Yang
A special thank you to Caezilia Loibl, PhD CFP® and Drew Hanks from the Ohio State Financial Planning and The Ohio State University Fisher College of Business for attending and supporting our students, and to the CFP Board for hosting such an impactful event.
We are excited about the future of financial planning and grateful for opportunities that empower students to grow as future professionals.
#futurecfppros #CFPConnections2026 #cfpboard by @fpaosu

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8 days ago

Special thanks to everyone who joined us this past Wednesday! We were excited to welcome Jimmy (James) from Plante Moran, who shared insights on estate planning and its role in helping individuals and families prepare for the future. Thank you for an engaging discussion and thoughtful Q&A with our students! by @fpaosu

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14 days ago

Hey SFPA! We’re excited to see everyone this Wednesday as we welcome Jimmy Comer from Plante Moran.
Jimmy will be sharing insights from his experience in the estate planning field and discussing how estate planning fits into the broader financial planning profession. This is a great opportunity to learn from an industry professional, explore potential career paths, and ask questions about the field.
📍 Schoenbaum Hall, Room 209
🕖 September 30th at 7:00 PM
See you there! by @fpaosu

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18 days ago

What a great Finance x Financial Planning Career Fair! 💼📈

So grateful to have been a part of bringing this event together alongside @scarletinvestmentgroup, @ufaosu faculty/staff, and industry partners.

Thank you to everyone who helped make it happen and to all the companies who came out to connect with students! 🤝 by @fpaosu

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22 days ago

Thank you to everyone who came out last night! We had a great turnout and an informative discussion.
A special thank you to Sean Gibbons and Matt Sangalli, CFP®, APMA® from Skycrest Financial Group for taking the time to speak with us about retirement planning and share valuable insights on financial planning as a whole. We appreciate your advice, industry knowledge, and practical tips that will help students as they prepare for their future careers and financial goals. Thank you again for your support! by @fpaosu

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a month ago

Hello! Hope you can join us on Wednesday to hear from Skycrest financial group. Sean, an SFPA alumnus, and Matt will be speaking about retirement planning and sharing valuable financial insights. We should also have pizza, so come hungry and ready to learn. We hope to see you there! by @fpaosu

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a month ago

Thank you to everyone who came out last night! A special thank you to Peak Retirement Plan for joining us, providing Roosters, and sharing such valuable information.

Don’t forget to check out the CKA Scholarship opportunity provided by Peak. by @fpaosu

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a month ago

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Reminder that we have our SFPA meeting tonight from 7–8 PM in Schoenbaum 209!

The CEO of Peak Retirement will be joining us to share great advice.

Roosters will be provided for everyone!

https://youtube.com/@peakretirementplanninginc.?si=N9RdeDkXv4ps2NQQ by @fpaosu

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a month ago

Great start to the school year for Ohio State’s Student Financial Planning Association!

We had an awesome turnout at our first meeting and are excited for everything ahead this semester.

Make sure to check out our new website through the link in our bio for upcoming events, club information, industry resources, and more.

#OSUSFPA #OhioState #FinancialPlanning #Buckeyes taken in The Ohio State University by @fpaosu

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a month ago