Financial Planning Association

Financial Planning Association

Financial Planning Association

Overview
Date Founded

2000

Headquarters

4100 East Mississippi Avenue,Suite 400,Denver, CO 80246

Charitable Causes

Chambers of Commerce & Business Leagues

Employees (Worldwide)

44

Industries

Social Interest
Other Business & Consulting Services

Company Description

The Financial Planning Association (or FPA) (U.S.), created in 2000 through the merger of the Institute of Certified Financial Planners (ICFP) and the International Association for Financial Planning (IAFP), is a leadership and advocacy organization for those who provide, support and benefit from financial planning. Based in Denver, Colorado, FPA works with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations. The organization's stated Primary Aim is to be the community that fosters the value of financial planning and advances the practice and profession of financial planning. FPA is governed by a volunteer Board of Directors who are charged with helping the organization reach its mission while upholding the organization's bylaws.

Contact Data
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Executives & Employees

Chief Executive Officer

Chief Director

Associate Executive Director/Chief Executive Officer

Director IT

Managing Director-Government Relations & Public Pl

Managing Director

Managing Director

Director National Sales

Director of Technology

Assistant Director Government Relations

Board of Directors

President at TD Ameritrade Trust Co.

Chair & President at Financial Planning Association

President, Board of Directors at Financial Planning Association

Chief Operating Officer at Quest Capital Management, Inc.

Director of Gift & Estate Planning, Western Region at American Heart Association, Inc.

Chairman & Chief Executive Officer at BPU Investment Management, Inc.

Professional at Raymond James Financial Services, Inc.

Member, Board of Directors at Financial Planning Association

Member, Board of Directors at Financial Planning Association

Board Member at Financial Planning Association

Paths to Financial Planning Association
Potential Connections via
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Financial Planning Association
Advisors & Consultants
Public Relations

Raben Group LLC provides public policy consulting services. Its services include organizational strategy, policy development, direct lobbying, coalition building, issue campaigns, political counsel, strategic communications, media events, conference and event planning, social media, strategic planning, and fundraising. The company was founded by Robert Raben in 2001 and is headquartered in Washington, DC.

Technology Consultant

SpireMedia, Inc. engages in the provision of digital product development to transform business through the use of web and mobile technologies. It offers digital transformation, agile process optimization, innovation labs, data science consulting, customer experience research, and learn product development services. The company was founded by Michael Gellman in 1998 and is headquartered in Denver, CO.

Consultant

Bross Group LLC provides customer service within the information technology consulting and staffing sectors. It offers experience, professional networks, and expertise in the areas of IT consulting, staff augmentation, direct placement, and application development. The company was founded by Kathleen Conner in January 2004 and is headquartered in Lakewood, CO.

Key Stats and Financials As of 2018
Market Capitalization
Total Enterprise Value
Earnings Per Share
Revenue
$10.3M
Suppliers
Bross Group LLC Other Business & Consulting Services | Lakewood, CO

Bross Group LLC provides customer service within the information technology consulting and staffing sectors. It offers experience, professional networks, and expertise in the areas of IT consulting, staff augmentation, direct placement, and application development. The company was founded by Kathleen Conner in January 2004 and is headquartered in Lakewood, CO.

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