Winnetka Illinois / Bloomington / Cleveland / Boston / New York / /
Company
Catalyst / FPA National Diversity Initiative / The Financial Strategies Group Inc. / Financial Empowerment LLC / CONFIANCE LLC / FPA Press / Mack Investment Securities Inc. / Physicians / National Professional Management Corporation / FPA Resources / / /
Facility
Institute of Certified Financial Planners / FPA Retreat / Rutgers University / DePaul University / University of Wisconsin / University of Colorado / Illinois State University / /
IndustryTerm
advisory / for-profit subsidiary / structured networking events / finance industry / member services / online programs / online webinars / practice management / public relations committee / investment advisory services / select services / business building tools / public relations/media associate / community sports programs / Web-based presentations / portfolio management / Online Press Room / office software / client communications / /
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 / Financial Planning Distinguished Service / New Trier Trevian Pony Baseball / California Medical Association / Kenilworth/Winnetka Baseball Association / Virtual Learning Center / FPA Practice Management Center / FPA Public Issues Advisory Committee / DePaul University in Chicago / Institute of Certified Financial Planners / University of Colorado / American Society of Association Executives / FPA BE / Colorado Society of Association Executives / Illinois State University / federal government / Chapter Leaders Resource Council / Financial Planning Coalition / Planning Association / Practice Management Center / College for Financial Planning in Denver / University of Wisconsin / /
Person
Marc S. Freedman / Janet A. Stanzak / Ed Gjertsen / Roy T. Diliberto / Pamela Sandy / Bill Bengen / Lauren M. Schadle / George Kinder / Susan Galvan / Edward W. Gjertsen II / Biographies Lauren / Doug Lennick / Biographies Janet / / /
Position
President / Vice President of the financial planning and money management firm / General / 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 IAFP Orlando / Chair / CAE Executive Director and CEO / past President and Chairman / of Illinois / board member / past President / member / member / of Northeast Ohio / /
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