Winnetka Illinois / Bloomington / Edina / New York / /
Company
Cornerstone Wealth Advisors Inc. / Catalyst / FPA National Diversity Initiative / Financial Empowerment LLC / FPA Press / Mack Investment Securities Inc. / Physicians / National Professional Management Corporation / FPA Resources / Twitter / LinkedIn / Facebook / / /
Facility
Institute of Certified Financial Planners / FPA Retreat / Rutgers University / Practice Institute / University of Wisconsin / University of Colorado / University of Minnesota-Twin Cities / Illinois State University / University of Alaska-Fairbanks / /
IndustryTerm
advisory / for-profit subsidiary / structured networking events / finance industry / member services / online programs / online webinars / practice management / public relations committee / select services / business building tools / public relations/media associate / community sports programs / Web-based presentations / portfolio management / Online Press Room / office software / /
Organization
Research Center / Financial Planning Association / Rutgers University / Financial Intelligence / International Association for Financial Planning / Lake Shore Feeder Baseball League / U.S. Securities and Exchange Commission / Certified Association / University of Alaska / New Trier Trevian Pony Baseball / Minnesota Board of Directors / California Medical Association / Kenilworth/Winnetka Baseball Association / Virtual Learning Center / FPA Practice Management Center / Practice Institute / Minnesota Ethics and Government Relations committee / Institute of Certified Financial Planners / University of Colorado / American Society of Association Executives / FPA BE / FPA Research and Practice Institute / Colorado Society of Association Executives / Illinois State University / federal government / Chapter Leaders Resource Council / Financial Planning Coalition / Practice Management Center / University of Minnesota / University of Wisconsin / /
Person
Marc S. Freedman / Janet A. Stanzak / Roy T. Diliberto / Bill Bengen / Lauren M. Schadle / Michael A. Branham / Biographies Michael / George Kinder / Susan Galvan / Edward W. Gjertsen II / Biographies Lauren / Doug Lennick / / /
Position
President / Vice President of the financial planning and money management firm / General / financial planner / Executive Director /CEO / CEO / Executive / PLANNER / executive director and chief executive officer / director of membership and marketing / associate executive director and chief operating officer / BLewis@OneFPA.org Executive / co-founder / President and Chairman / president / director of member services and member of the public relations committee / Director of Career Development / director of IAFP Orlando / Chair / CAE Executive Director and CEO / past President and Chairman / of Illinois / board member / past President / member / /
About FPA The Financial Planning Association® (FPA®) is the only professional organization for CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, educators, financial services providers and students who seek advanc