FINANCIAL PLANNING ASSOCIATION
Data sourced from IRS 990 public filings
FINANCIAL PLANNING ASSOCIATION FPA provides professional development and practice management support to CFPs and financial planning professionals. Find out what FPA can do for you!
FINANCIAL PLANNING ASSOCIATION has received 8 grants from 5 known foundation funders. Revenue decreased from $8,036,552 in 2023 to $7,800,803 in 2024. Most recent reported revenue: $7,800,803.
Annual Revenue
$7,800,803
Known Funders
5
Grants Received
8
Financial History
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $7,800,803 | $7,501,219 | $6,089,546 |
| 2023 | $8,036,552 | $8,228,550 | $5,791,659 |
| 2022 | $9,051,715 | $9,111,585 | $6,694,548 |
| 2021 | $8,225,248 | $7,100,920 | $6,740,399 |
| 2020 | $7,414,359 | $8,149,467 | $5,433,399 |
| 2019 | $10,353,525 | $11,221,347 | $5,941,900 |
| 2018 | $10,344,627 | $10,175,713 | $6,682,553 |
| 2016 | $10,108,750 | $9,997,962 | $8,198,532 |
Top Funders
Los Altos, CA
WASHINGTON, DC
WASHINGTON, DC
DENVER, CO
Los Altos, CA
DENVER, CO
PARADISE VALLEY, AZ
Key Personnel
From 2024 IRS 990 filing
JORGE VALDIVIA
SENIOR MANAGER OF TECHNOLOGY
CHRISTINE RICHARDSON
CHIEF MEMBER EXPERIENCE OFFICER
DENNIS MOORE FROM MAY 2024
CHIEF OPERATING OFFICER
BEN LEWIS
CHIEF COMMUNICATIONS OFFICER
KURTIS KACZOR
DIRECTOR, PRO BONO
SANDRA GARCIA THRU MAR 2024
CHIEF FINANCIAL OFFICER
PATRICK D MAHONEY
CEO & SECRETARY
D CRYSTAL ALFORD-COOPER
BOARD MEMBER
TIMOTHY TODD
BOARD MEMBER
CELESTE REVELLI
BOARD MEMBER
Showing 10 of 19 key personnel.
Frequently Asked Questions
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