Beth D’Andrea Named FPA-Philly Board Member

The Financial Planning Association – Philadelphia Tri-State Area (FPA-PTSA) announced last week that our founder, Beth D’Andrea, has been named as a new Board Member. She will serve as a Board Member for at least 2 years and in her first year will concentrate her efforts on advancing the FPA-PTSA charter through the media, marketing, and social media.

D’Andrea has nearly 30 years of experience in the Financial Planning industry and brings her passion for helping clients and fellow advisors to her work on the Board. She founded PlumTree Financial Planning in 2007 to make wealth management accessible and financial goals achievable to everyone. Before starting her business, D’Andrea spent nearly 20 years at Vanguard, learning about the industry and its intricacies.


The Financial Planning Association – Philadelphia Tri-State Area (FPA-PTSA) is a not for profit corporation offering a wide variety of personal finance advice from Certified Financial Planners (CFP). As one of the three largest chapters in the United States, the FPA-PTSA consists of 1,000 active members from Philadelphia, Delaware and Southern New Jersey.

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