Financial Planning Association

  • Financial Services
  • Denver CO
  • 371 employees
  • Financial Services
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Company Overview

Headquarters
7535 East Hampden Ave., Denver CO
Website
joinfpa.org
Phone
(303) 759-4900
Employees
371
Founded in
2000
Industry
Financial Services
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Financials & Stats

Revenue

$10B

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Who is Financial Planning Association

The Financial Planning Association® (FPA®) is a membership organization based in Denver, Colorado. With 371 employees, FPA serves as a primary resource for CERTIFIED FINANCIAL PLANNER™ professionals and individuals involved in the financial planning process. FPA offers a range of products and services designed to support financial planners in their professional development. These include best-in-class learning and certificate programs, signature events, and publications such as the Journal of Financial Planning. The organization is dedicated to helping its members achieve professional fulfillment through practice support, learning opportunities, advocacy, and networking. FPA's resources and initiatives aim to empower members to enhance their knowledge and competency in financial planning. For more information about the Financial Planning Association®, visit their website at joinfpa.org.

Company Leadership

Marianne Leedy

Membership Director, President, Chairman of the Board

Phone Email
Wendell Fuller

Chairman

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Patrick Mahoney

Interim CEO

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Dan Galli

Board of Directors - Financial Planning Association

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Julian Belluomini

President

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Financial Planning Association Industry Tags

Financial Services
Financial Advisory Services
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FAQ

What is the location of Financial Planning Association's headquarters?
The headquarters of Financial Planning Association are situated at 7535 East Hampden Ave., Denver CO
What is Financial Planning Association's phone number?
Financial Planning Association's contact number is (303) 759-4900.
What is Financial Planning Association's official website?
The official website of Financial Planning Association can be found at joinfpa.org.
What is Financial Planning Association's current revenue?
As of January 2015, Financial Planning Association's annual revenue reached $10B.
How many employees does Financial Planning Association currently have?
Financial Planning Association employs approximately 371+ people as of January 2015
Which industries is Financial Planning Association primarily operating in?
Financial Planning Association operates in the following industries: Finance, Credit
Who is the Membership Director, President, Chairman of the Board of Financial Planning Association?
Financial Planning Association's Membership Director, President, Chairman of the Board is Marianne Leedy
What are Financial Planning Association's industry tags?
Financial Planning Association's industry tags include: Financial Services, Financial Advisory Services
When was Financial Planning Association founded?
Financial Planning Association was founded in 2000.

Employee Directory

Key Employees

UNF Financial Planning Association

President

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Lesley Martin

Program Manager, Strategic Partnerships

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Caelan McCarthy

Committee Member, NJ NextGen Financial Advisor

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John Evertstein

Principal COO

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Eugene Francis

Director FPANJ Strategic Alliances Committee

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Jim Almand

Telesales/Marketing Contractor

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Ben Lewis

Chief Communications Officer (CCO)

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