The Financial Planning Association (FPA) announced its new president on September 28 at the conclusion of its national conference in San Antonio, the FPA Experience 2012. Janet Stanzak has led the FPA’s strategic planning committee, working closely with incoming CEO Lauren Schadle.
A big focus for the organization will be its membership, which had been declining since June 2012 but which is now increasing. Most CFP® designation holders recognize the value of membership in the association and maintain it.
Stanzak's varied background is broadly representative of FPA members. She began her career as a commission-based planner, has launched an RIA before, and has been involved in either launching or running four other firms associated with independent broker-dealers and RIAs.