The Financial Planning Association® (FPA®) is the leading membership organization for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process. FPA is the CFP® professional’s partner in planning by helping them realize their vision of professional fulfillment through practice support, learning, advocacy, and networking. Our best-in-class learning and certificate programs, signature events, and profession-leading publications like the Journal of Financial Planning, enable our members to gain critical knowledge as they work to achieve higher levels of competency in financial planning.

Banking

Insurance

Investment Management

Personal Finance

Financial Planning Association (FPA)

Patrick D. Mahoney

Angus Hordern

James Jackson

Rafe Haar

Tim G.

David Wuthrich

Wilson Liu

James Pump

Shane Larson

Katherine Troiano

Christine Richardson

S.t Eko Wibowo

Beverley Todd-Campbell

Harry Tillman

Nadine Burns

Cherl Louthen

Jorge Valdivia

Ben Lewis

Albert Bryce Hanner

Itedjere Lawrence

The Financial Planning and Analysis team at the Financial Planning Association is responsible for evaluating the organization's financial performance and supporting strategic decision-making. This team conducts financial forecasting, budgeting, and variance analysis, ensuring that initiatives align with the overall mission of enhancing professional fulfillment for CERTIFIED FINANCIAL PLANNER™ professionals. Additionally, they provide insights to optimize resources and evaluate partnerships, enhancing the value offered to FPA members.

Financial Planning and Analysis

Leadership Team

Marketing and Communications

Financial Planning and Analysis

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Leadership Team

Marketing and Communications