Overview
What is Financial Planning Association Of San Diego?
The Financial Planning Association of San Diego is a nonprofit organization situated in San Diego, California. With a single employee, this professional association primarily serves as a platform for financial planners, offering educational meetings to its local members. Beyond education, the association engages in various community outreach initiatives. Members contribute to the public through PSA radio announcements, pro-bono planning services, and subsidized meeting costs for college students, among others. This nonprofit organization aims to not only enhance the knowledge and skills of financial planners but also to extend its expertise and resources to the wider public, fostering financial literacy and well-being.
Official website here: www.fpasandiego.org
Is Financial Planning Association Of San Diego legitimate?
Financial Planning Association Of San Diego is a legitimate nonprofit organization registered as a 501(c)(6) entity. Financial Planning Association Of San Diego submitted a form 990, 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.
Heare are some key statistics you may want to consider:
Executive Compensation: $0
Professional Fundraising Fees: $0
Other Salaries and Wages: $7,475
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Official website here: www.fpasandiego.org
What is the mission statement of Financial Planning Association Of San Diego?
The Financial Planning Association, serving as a professional organization for financial planners, is committed to providing educational meetings to its members in San Diego. Beyond this, the association actively contributes to the public by offering various services. These include broadcasting public service announcements on radio, providing pro-bono planning services, subsidizing meeting costs for college students, and offering numerous other benefits. The Financial Planning Association's mission revolves around supporting and educating its members while also contributing positively to the community.
Official website here: www.fpasandiego.org
Who is the CEO of Financial Planning Association Of San Diego?
Mark Halby is the President of Financial Planning Association Of San Diego.
Official website here: www.fpasandiego.org
What is the revenue of Financial Planning Association Of San Diego?
Financial Planning Association Of San Diego's revenue in 2022 was $50,420.
Official website here: www.fpasandiego.org
Who are the executives of Financial Planning Association Of San Diego and what are their salaries?
The average compensation at Financial Planning Association Of San Diego during 2022 was $7,475. There is 1 employee at Financial Planning Association Of San Diego.
Here are 7 key members and their salaries:
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Official website here: www.fpasandiego.org
Where can I find the form 990 for Financial Planning Association Of San Diego?
Financial Planning Association Of San Diego's most recent form 990 was submitted in 2022 and can be accessed here.
Official website here: www.fpasandiego.org
Learn more at the official website: www.fpasandiego.org
Mission Statement of Financial Planning Association Of San Diego
The Financial Planning Association of San Diego, a professional organization, is dedicated to serving the local financial planning community. Its primary role involves hosting educational meetings for its members. Beyond this, the association extends its reach to the public by offering various services. These include public service announcements on local radio stations, pro-bono financial planning services, and subsidized meeting costs for college students. The Financial Planning Association of San Diego seeks to contribute to the financial well-being of its community in these ways.
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Impact
October, 2024
The Financial Planning Association of San Diego significantly enhances the financial literacy and well-being of the community through various initiatives. By hosting educational meetings, the organization equips financial planners with the latest knowledge and skills, empowering them to serve their clients more effectively.
Additionally, members actively engage in outreach activities that raise public awareness about essential financial topics through PSA radio announcements. They offer pro-bono planning services, which provide invaluable guidance to individuals and families in need, helping them navigate complex financial decisions. The association also supports the next generation of financial professionals by subsidizing meeting costs for college students, enabling them to access quality education and networking opportunities.
Through these efforts, the Financial Planning Association of San Diego plays a crucial role in elevating financial awareness and promoting a healthier financial future for residents in the area.
This information is meant to be a general summary of Financial Planning Association Of San Diego. 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.
Other financial information:
This information is from the most recently submitted tax form from this organization, which was in 2022.
- Gross Receipts: $50,420
Assets and Liabilities:
- Total Assets: $47,206
- Total Liabilities: $0
- Net Assets: $47,206
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Organization Details
Founding Year
2000
Phone
(619) 504-0142Principal Officer
Mark Halby
Main Address
PO BOX 880936, SAN DIEGO, CA, 92168
Website
www.fpasandiego.orgNTEE Category
Code: S41 - Community improvement
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