Financial Planning Association
Membership Organizations · Colorado, United States · 51-200 Employees
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Overview
Headquarters
13200 E 14th Pl, Aurora, Colorado, 80011...Phone Number
(800) 322-4237Revenue
$6.5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
2
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About Financial Planning Association
The Financial Planning Association ® (FPA ® ) is the leading membership organization for CERTIFIED FINANCIAL PLANNER TM 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.Explore more
Financial Planning Association Org Chart
MH
Incoming President
SK
President
AW
President & State Conference Chair, Board Exe...
BO
President
CE
Board of Directors & President (2021)
MS
President
EG
President
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Revenue
Number of Employees
Type
Funding
Founded In
$7.4M
11-50
Private
<$5M
1973
Jennifer Price-LetscherAt Large Executive Committee Member President and CEO, The Ralph M. Parsons Foundation
Company Profile Activity
Activity Insights
Financial Planning Association is experiencing very low activity levels compared to other companies in the Organizations sector.
What does this means?
Financial Planning Association is drawing exceptional interest within the Organizations industry, suggesting notable developments or strong market momentum, learn more about Financial Planning Association.
Financial Planning Association financials insights
Gather financial insights about Financial Planning Association, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2021
Debt
$792K
Financial Planning Association Tech Stack
A closer look at the technologies used by Financial Planning Association
Most Recent Scoops
Executive Move
Executive Moves, Board of Directors
Promotion
Executive Move
Dennis Moore has recently been promoted to the role of Chief Executive Officer.
Executive Moves, Promotion
Promotion
Executive Move
Executive Moves, Promotion
Event
Events, Financial Planning, Capacity Planning, Facilities Management, Business Finance, Corporate Strategy, Finance, Financial Strategy
Event
Events
Financial Planning Association News & Media
Ameritas congratulates Dan Galli on his new role as 2026 FPA president
LINCOLN, Neb., Feb. 12, 2026 /PRNewswire/ -- Ameritas is pleased to recognize Dan Galli, CFP, of Daniel J. Galli and Associates, as he begins his 2026 term as president of the Financial Planning Association (FPA). Galli brings depth of experience to the position as a long-time financial...Financial Planning Association Launches "FPAi Authority" to Support Members with AI Education and Tools
FPA partners with Capital Investment Advisors and FutureProof Advisor to better understand and leverage artificial intelligence. DENVER, Jan. 12, 2026 /PRNewswire/ -- Almost half of Americans want to work with financial advisers who understand and embrace artificial intelligence (AI),...The Shift to Alternative Investments: Diversification in Volatile Times
Only 5% of surveyed planners use/recommend cryptocurrency, with 3% expecting an increase in the next 12 months, and 4% expecting a declineEP man elected to national Financial Planning Association board - Eden Prairie Local News
Jason Kley of Carlson Capital Management's financial literacy advocacy has included issues like a required personal finance course for high schoolers.
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The Financial Planning Association ® (FPA ® ) is the leading membership organization for CERTIFIED FINANCIAL PLANNER TM 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,... Read More
