Financial Planning Association is a membership organization and trade association for CERTIFIED FINANCIAL PLANNER professionals and those engaged in the financial planning process, self-described as a partner in planning by helping professionals realize their vision of professional fulfillment through practice support, learning, advocacy, and networking.

Financial Planning Association

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Owner

Craig Jergenson

Business Management

Diana DeCharles

Erin Scannell

Greg Vojtanek

Founder - Ames Planning Associates, Inc.; Retired 07/2013

Harv Ames

Jeanie Cullen

Joshua Halpern

Chief Membership Experience Officer (CMEO) at Financial Planning Association

Leslie Whittet

Lisa Kaye

Lynn Getz

Ben Smith

Gary Altman

Leonard Parker

Communications Committee

Rick Fingerman

Liaison at Dana Farber Cancer Institute

Michael Kitces

Volunteer, Various

Patrick D. Mahoney

Chief Executive Officer

Steven E. Zeller

Member

Kate Dore

Director of Public Relations

Adam Kornegay

Coach - Marketing and Messaging Strategies - FPA Coaches Corner

Association Companies With Less Than $500M in Revenue (Top 10K)

Western US Companies With More Than 100 Employees (Top 10K)

Private Greater Denver Area Companies (Top 10K)

Association Companies (Top 10K)

The Financial Planning Association® (FPA®) is the principal membership organization for CERTIFIED FINANCIAL PLANNER™ professionals, educators, financial services providers and students who seek advancement in a growing, dynamic profession. The primary aim of FPA is to elevate the profes​​​sion that transforms lives through the power of financial planning.

Denver

Colorado

United States

North America

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The latest in financial #AdviserTech — December 2020

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FPA launches a certificate program in cybersecurity

FPA, American Heart Association Launch Philanthropic Certificate Program

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news impact assignment basic	general
public peers	general	Sep 25, 2024 12:18 AM	4cc97ff1
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news processing daily refresh	general
news impact assignment daily	general
news processing basic	general
company summary	general
signals	general	Sep 25, 2024 12:18 AM	4f12cd7e
crunchbase trigger	general	Oct 31, 2024 9:55 AM	b93998b4
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li profile	general
translate crunchbase fundingrounds	general	Nov 6, 2024 3:12 PM	b4f56320
peers	general	Sep 25, 2024 12:18 AM	d50f93ab
news basic	general	Sep 25, 2024 12:18 AM	2c6a47ba
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financials download nd	financials
private financials	financials

ORG:FINANCIALPLANNINGASSOCIATION

Financial Planning Association