Janet Stanzak Is Chosen As FPA's 2013 President-Elect

Monday, October 01, 2012 07:45
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Janet Stanzak Is Chosen As FPA's 2013 President-Elect

Tags: advisor industry people | CFP Board | financial planning

 

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.

 

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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.

 
Membership numbers are important both from a quality perspective as well as for advocacy efforts in Washington. Efforts for advocacy largely depend upon the organization’s availability of funds.
 
Stanzak has been a CFP since 1986 and is owner and principal of Financial Empowerment, a fee-only financial planning firm in Bloomington, MN. She lauded the leadership of exiting CEO Marv Tuttle and the leadership abilities of Schadle, citing appropriate timing of each based on the organization’s development.

 

 

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.

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