The Financial Planning Association
Data sourced from IRS 990 public filings
The Financial Planning Association Professional organization for those involved in the financial planning industry.
The Financial Planning Association has received 1 grants from 1 known foundation funders. Most recent reported revenue: $131,741.
Annual Revenue
$131,741
Known Funders
1
Grants Received
1
Financial History
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $131,741 | $115,564 | $120,519 |
Top Funders
PARSIPPANY, NJ
Key Personnel
From 2024 IRS 990 filing
Lizeth Damaso Kishel
President
James D Loftin
Chairman
Jack Metzger
Secretary
Patrick Moore
Director
Kiersten Peshek
Director
Ben Loughery
Director
Allison Doty
Director
Zach Morris
Director
Todd Sheppard
Director
James George Malatos
Director
Showing 10 of 12 key personnel.
Frequently Asked Questions
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