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New FPA President to Focus on Title Protection in 2023

In an interview, new FPA President James Lee outlined the organization's focus on title protection and its departure from the Financial Planning Coalition.

Geoffrey brownJames leeDennis mooreNational association of personal financial advisorsFinancial planning associationFinancial planning coalitionSaratoga springsLee investment managementNational associationPersonal financial advisors

FPA Selects President-Elect for 2023

The board has selected Claudia Cypher Kane as 2023's President-elect. Kane currently serves as treasurer and is an indie advisor associated with Raymond James.

United statesKansas cityJames leeRaymond jamesDennis mooreGeorge fernMerrill lynchNational association of financial plannersFinancial planning coalitionFinancial planning associationWells fargoClaudia cypher kaneRaymond james affiliatedFinancial planningFinance committeeNorthern california

NAPFA searching for CEO after Geof Brown s exit

The influential organization of fee-only planners is seeking to boost its membership further and take a lead role in the fiduciary debate.

United statesDan moisandMoisand fitzgerald tamayoKarla mcavoyJeff jonesCarolyn mcclanahanWendy hartmanGeof brownMather groupNational association of personal financial advisorsPioneer wealth management groupSteering committeeFinancial planning coalitionFinancial planning associationNational associationPersonal financial advisors

NAPFA CEO Geof Brown to leave post atop fee-only planners group

Members of the influential fee-only planners group paid tribute to the growth and professionalism during their outgoing chief's tenure.

United statesBen jacobsBrown linkedinScott gillKarla mcavoyCarolyn mcclanahanGeof brownNational association of personal financial advisorsFoundation for financial planningFinancial planning associationNational association of personal financial advisors novCompliance solutionsElwood goetz wealth advisory groupSociety of independent financial advisorsFinancial planning coalitionNational association

NAPFA CEO Steps Away as FPA Prepares to Leave Coalition

NAPFA Board begins search for CEO to replace Geoffrey Brown, who will step down Nov. 15.

United statesGeoffrey brownJeff jonesKarla mcavoyWendy hartmanSociety on decNational association of personal financial advisorsFinancial planning coalitionFinancial planning associationNational associationPersonal financial advisorsChair karla mcavoyFinancial advisorChair elect jeff jonesLongview financial advisors

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