Financial Planning Association (FPA®) logo

Financial Planning Association (FPA®) Employee Directory

Financial ServicesColorado, United States201-500 Employees

The Financial Planning Association (FPA) is a prominent membership organization for CERTIFIED FINANCIAL PLANNER professionals and others who participate in the financial planning process. It supports CFP professionals in pursuing professional fulfillment through practice support, education, advocacy, and networking opportunities. Its offerings include learning and certificate programs, signature events, and the Journal of Financial Planning, which help members deepen knowledge and raise competency in financial planning.

Based in Denver, Colorado, FPA operates within the financial services sector as a professional community for practitioners. It serves CFP professionals and others involved in planning by providing resources and advocacy on industry challenges and developments. In April 2026, the CFP Board, together with FPA and NAPFA, urged regulators to strengthen rules to protect seniors and other investors from financial exploitation and fraud.

Find Financial Planning Association (FPA®) employees' phone numbers or email addresses

Financial Planning Association (FPA®) Global Highlights

Location
Employees

North America
427

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  • United States Of America
    425
  • Trinidad And Tobago
    1
  • Canada
    1

Asia
40

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  • India
    24
  • Indonesia
    3
  • Singapore
    3
  • Viet Nam
    3
  • Philippines
    2
  • Japan
    1
  • United Arab Emirates
    1
  • Pakistan
    1
  • Malaysia
    1
  • Bangladesh
    1

Europe
9

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  • Albania
    2
  • Greece
    2
  • Netherlands
    1
  • Italy
    1
  • Germany
    1
  • United Kingdom Of Great Britain And Northern Ireland
    1
  • Norway
    1

Oceania
8

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  • Australia
    8

Africa
6

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  • Nigeria
    3
  • South Africa
    1
  • Rwanda
    1
  • Mauritania
    1

South America
1

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  • Brazil
    1

Financial Planning Association (FPA®)'s Leadership

  • Stylized image of a person
    M. Ν. Ι.
    Chief Executive Officer
  • Stylized image of a person
    J. E.
    Principal Coo
  • Stylized image of a person
    C. H.
    Technology And Operations Partner Via Coaches Corner
  • Stylized image of a person
    C. G.
    Owner
  • Stylized image of a person
    D. M.
    Owner
  • Stylized image of a person
    K. P.
    Owner
  • Stylized image of a person
    J. E.
    Vice President
  • Stylized image of a person
    D. M.
    Director Of Marketing

Financial Planning Association (FPA®) Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Entrepreneurship
  • Community & Social Services
  • Consultant
  • Other
  • Education
  • Finance

Contact profiles from Financial Planning Association (FPA®)

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    K. J.
    Marketing Manager
    IndiaMaharashtra
    Jun 29, 2026
  • Stylized image of a person
    C. F.
    Manager
    Oct 17, 2024
  • Stylized image of a person
    J. A.
    Sales Assistant Manager
    Oct 24, 2024
  • Stylized image of a person
    W. H.
    Manager
    Aug 07, 2026
  • Stylized image of a person
    J. J. W.
    Team Manager
    Aug 03, 2026
  • Stylized image of a person
    J. S.
    Principal
    Oct 22, 2024
  • Stylized image of a person
    L. J.
    Principal
    Oct 21, 2024
  • Stylized image of a person
    W. T.
    Principal
    Oct 18, 2024
  • Stylized image of a person
    C. F.
    Conduct Review Commission (crc)
    AustraliaNew South Wales
    Aug 18, 2026
  • Stylized image of a person
    B. B.
    Board Member
    Jun 30, 2026

Frequently Asked Questions

What is Financial Planning Association (FPA®) known for?

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Financial Planning Association (FPA®) was founded in 2000 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Financial Planning Association (FPA®)'s company overview page for more information.

What is Financial Planning Association (FPA®)'s most common email format?

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Financial Planning Association (FPA®) employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Financial Planning Association (FPA®) email formats with LeadIQ.

How many employees does Financial Planning Association (FPA®) have currently?

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Financial Planning Association (FPA®) has approximately 421 employees as of August 2026. These team members are located across 6 continents, including North AmericaAsiaEurope.

Who are Financial Planning Association (FPA®)'s key employees and leadership?

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As of August 2026, Financial Planning Association (FPA®)'s key employees include:

  • Chief Executive Officer: M. Ν. Ι.
  • Principal Coo: J. E.
  • Technology And Operations Partner Via Coaches Corner: C. H.
  • Owner: C. G.
  • Owner: D. M.

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