Financial Planning Assoc Of Md

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 522235125 ✦ Baltimore, MD ✦ Designated as a 501(c)(6)

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Overview

What is Financial Planning Assoc Of Md?

The Financial Planning Association of Maryland (FPA of MD) is a professional organization primarily dedicated to supporting and educating certified financial planners. Their mission is to promote the advantages of financial planning within the community and enhance knowledge for their members. They actively advocate for financial planning matters, aiming to increase public awareness and understanding. Furthermore, FPA of MD works towards advancing the CFP (Certified Financial Planner) credentials for its members, ensuring they maintain high professional standards.

Is Financial Planning Assoc Of Md legitimate?

Financial Planning Assoc Of Md is a legitimate nonprofit organization registered as a 501(c)(6) entity. Financial Planning Assoc Of Md submitted a form 990EZ, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.

What is the mission statement of Financial Planning Assoc Of Md?

The Financial Planning Assoc of MD, as a professional organization, is dedicated to promoting and educating the public about the benefits of financial planning. They strive to enhance public understanding of financial matters and actively promote financial planning. The association primarily serves to advance the credentials of its certified financial planner (CFP) members. Their mission also includes promoting financial planning to the community and providing educational opportunities for their members.

Who is the CEO of Financial Planning Assoc Of Md?

Alexandra Stewart is the President of Financial Planning Assoc Of Md.

What is the revenue of Financial Planning Assoc Of Md?

Financial Planning Assoc Of Md's revenue in 2022 was $40,335.

Who are the executives of Financial Planning Assoc Of Md and what are their salaries?


Here are 17 key members and their salaries:


Chad Arrington (Chairman)
  • Compensation: $0
  • Related: $0
  • Other: $0
Alexandra Stewart (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Patrick Kelly (President -)
  • Compensation: $0
  • Related: $0
  • Other: $0
Gregory Will (Secretary/Tr)
  • Compensation: $0
  • Related: $0
  • Other: $0
Genevieve Crisera (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Barry Heisey (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Steve Janvier (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Dan Morrison (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jason Policastro (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Samia Reed (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Cherisse Reumont (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Erik Sauer (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Patrick Scherer (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Laura Sendldorfer (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Ken Venick (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kelly Wright (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Lyn Phelps (Chapter Admi)
  • Compensation: $23,724
  • Related: $0
  • Other: $0
Where can I find the form 990EZ for Financial Planning Assoc Of Md?

Financial Planning Assoc Of Md's most recent form 990EZ was submitted in 2022 and can be accessed here.

Mission Statement of Financial Planning Assoc Of Md

The Financial Planning Association of MD, as a professional organization, is dedicated to promoting and educating the public about the advantages of financial planning. Its primary mission is to enhance public understanding of financial matters and advocate for the importance of financial planning. By doing so, the association seeks to elevate the status of certified financial planners (CFPs) within the community. The Financial Planning Association of MD also focuses on the education of its members, working to advance their CFP credentials and provide them with the necessary tools and resources to excel in their field. In essence, the association serves as a bridge between financial planning professionals and the public, aiming to promote financial literacy and elevate the standards of financial planning practices.

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Impact




October, 2024

The Financial Planning Association of Maryland (FPA of MD) significantly impacts the community by enhancing public understanding of financial planning and its benefits. By serving as a professional organization for certified financial planners, it plays a crucial role in promoting financial literacy among the general population. Through workshops, seminars, and outreach initiatives, FPA of MD educates individuals on important financial matters, empowering them to make informed decisions about their financial futures.

Additionally, the association focuses on the continuous professional development of its members. By advancing the Certified Financial Planner (CFP) credentials, it ensures that financial planners in Maryland maintain high standards of practice, thereby improving the quality of financial advice and services available to the public. This not only benefits individual planners but also enhances the overall financial health of the community by fostering a culture of informed financial decision-making. Ultimately, the FPA of MD plays a vital role in community improvement through its commitment to education and professional excellence in the field of financial planning.




This information is meant to be a general summary of Financial Planning Assoc Of Md. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$40,335 (2022)
Expenses
$48,672 (2022)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2022.

  • Investment Income: $58
  • Gross Receipts: $40,335

Assets and Liabilities:

  • Total Assets: $66,571
  • Total Liabilities: $0
  • Net Assets: $66,571

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Organization Details

Principal Officer

Alexandra Stewart

Main Address

PO BOX 20370, BALTIMORE, MD, 21284

NTEE Category

Code: S41 - Community improvement

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