Financial Planning Association

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

EIN: 541872365 ✦ Virginia beach, VA ✦ Designated as a 501(c)(6)

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Overview

What is Financial Planning Association?

The Financial Planning Association, as detailed in the provided information, is a nonprofit organization that, without specifying its exact location, is dedicated to furthering financial planning knowledge and expertise. Its mission is not explicitly stated, but it can be inferred that it encourages and promotes financial planning practices among its members and possibly the general public. The organization's specific activities or mission description are not provided in the data, leaving room for various financial planning-related initiatives.


Official website here: www.chapters.onefpa.org/centralvirginia

Is Financial Planning Association legitimate?

Financial Planning Association is a legitimate nonprofit organization registered as a 501(c)(6) entity. Financial Planning Association 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.


Official website here: www.chapters.onefpa.org/centralvirginia

What is the mission statement of Financial Planning Association?

The Financial Planning Association's mission is dedicated to advancing professional competence and fostering a high standard of ethical behavior among financial planners. Their objective is to empower individuals and families to build, grow, and protect their financial well-being through knowledge and resources. The association achieves this by providing education, advocacy, and resources to its members, aiming to enhance their ability to deliver comprehensive financial planning services. Furthermore, the Financial Planning Association encourages collaboration among financial professionals to promote a united front in serving their clients' financial needs effectively.


Official website here: www.chapters.onefpa.org/centralvirginia

Who is the CEO of Financial Planning Association?

Ben Raikes is the President of Financial Planning Association.


Official website here: www.chapters.onefpa.org/centralvirginia

What is the revenue of Financial Planning Association?

Financial Planning Association's revenue in 2022 was $72,172.


Official website here: www.chapters.onefpa.org/centralvirginia

Who are the executives of Financial Planning Association and what are their salaries?


Here are 9 key members and their salaries:


Joseph Stemmle (Chairman)
  • Compensation: $0
  • Related: $0
  • Other: $0
Ben Raikes (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Brian Welch (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kate Atwood (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Alex Damm (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Alexis Grason (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kristin Lindsay (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Sam Wooton (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jan Dungan (Chapter Executive)
  • Compensation: $26,000
  • Related: $0
  • Other: $0


Official website here: www.chapters.onefpa.org/centralvirginia

Where can I find the form 990EZ for Financial Planning Association?

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


Official website here: www.chapters.onefpa.org/centralvirginia

Learn more at the official website: www.chapters.onefpa.org/centralvirginia

Mission Statement of Financial Planning Association

The Financial Planning Association, in its mission, aims to foster the professional development of financial planners and advocate for their role in enhancing the financial well-being of individuals and families. This organization strives to uphold the highest ethical standards in the field of financial planning, ensuring that professionals provide sound and unbiased advice to their clients. By providing education, resources, and networking opportunities, the Financial Planning Association empowers its members to deliver comprehensive financial planning services, enabling their clients to make informed decisions about their financial future. The ultimate goal of the Financial Planning Association is to promote financial literacy and enable people to achieve their financial goals, thereby contributing to their overall financial stability and peace of mind.

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Impact




October, 2024

The Financial Planning Association plays a pivotal role in enhancing the financial literacy and overall well-being of individuals and communities. By providing resources, education, and support, it empowers people to make informed decisions about their financial futures. Through workshops, seminars, and access to professional advisors, the association promotes community improvement and encourages responsible financial practices. Its efforts contribute to a more financially knowledgeable populace, ultimately leading to stronger economic stability in Virginia Beach and beyond. By fostering collaboration among financial professionals, the association creates a network that elevates the standards and ethics of the industry, benefiting clients and financial planners alike.




This information is meant to be a general summary of Financial Planning Association. 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
$72,172 (2022)
Expenses
$81,433 (2022)
Efficiency

Other financial information:

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

  • Investment Income: $11
  • Program Service Revenue: $52,846
  • Gross Receipts: $72,172

Assets and Liabilities:

  • Total Assets: $90,202
  • Total Liabilities: $0
  • Net Assets: $90,202

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Organization Details

Principal Officer

Ben Raikes

Main Address

4201 Mercedes Court, Virginia Beach, VA, 23455

NTEE Category

Code: S41 - Community improvement

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