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.
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
DAVID R CLARE & MARGARET C CLARE
MORRISTOWN, NJ
$100,000 (2022)
Key Personnel
From 2024 IRS 990 filing
L
Lizeth Damaso Kishel
President
J
James D Loftin
Chairman
J
Jack Metzger
Secretary
P
Patrick Moore
Director
K
Kiersten Peshek
Director
B
Ben Loughery
Director
A
Allison Doty
Director
Z
Zach Morris
Director
T
Todd Sheppard
Director
J
James George Malatos
Director
Showing 10 of 12 key personnel.
Frequently Asked Questions
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