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Society of Financial Service Professionals - Monmouth /Ocean Counties Chapter

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 development and ethical conduct we welcome qualified professionals who hold or are pursuing one of the following credentials:


Regular Members – Professionals eligible for regular membership: AEP®, CASL®, CEBS®, CFA®, CFP®, ChFC®, CIMA®, CLF®, CLU®, CPA, CPC, CPCU®, CTFA, Enrolled Actuary, JD, Graduate Degree in Financial Services (MS, MSFS, MSM, MBA, PhD), REBC®, RHU® & RICP®


Associate Members – A financial service professional recommended by a regular Society of FSP Member AND having any of the following: Five years of experience OR pursuing one of our eligible designations/graduate degrees OR holding a Series 6, 7, 63, 65 or 66 license.


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