Overview
What is Financial Planning Association?
The Financial Planning Association of Puget Sound is a prominent and sizable nonprofit organization, renowned for its dedication to financial planning professionals. Located within the Puget Sound region, this organization serves as a hub for financial experts, hosting an annual symposium to foster knowledge sharing and networking. The Financial Planning Association of Puget Sound plays a significant role in supporting and advancing the profession, making it one of the nation's leading organizations in this field.
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.
What is the mission statement of Financial Planning Association?
The Financial Planning Association serves as one of the nation's leading organizations for financial planning professionals. Its mission is to foster a strong community of professionals dedicated to enhancing financial literacy and providing comprehensive financial planning services. The association organizes annual symposiums to facilitate the sharing of knowledge, best practices, and networking opportunities among its members. By promoting education and collaboration, the Financial Planning Association aims to empower individuals to make informed financial decisions and achieve their financial goals.
Who is the CEO of Financial Planning Association?
Brian Burgess is the President of Financial Planning Association.
What is the revenue of Financial Planning Association?
Financial Planning Association's revenue in 2022 was $95,345.
Who are the executives of Financial Planning Association and what are their salaries?
Here are 10 key members and their salaries:
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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.
Mission Statement of Financial Planning Association
The Financial Planning Association, renowned as one of the nation's largest and most distinguished organizations for financial planning professionals, is dedicated to its mission. This mission primarily revolves around providing a platform for Financial Planning professionals, fostering an environment of growth and knowledge-sharing. The organization hosts an annual symposium, further emphasizing its commitment to professional development and advancement in the field of financial planning.
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Impact
October, 2024
The Financial Planning Association of Puget Sound significantly impacts both financial professionals and the broader community by fostering a collaborative environment for knowledge sharing and professional development. It serves as a key resource through its annual symposium, bringing together industry leaders to discuss emerging trends, best practices, and innovative strategies in financial planning. This not only enhances the expertise of financial professionals but also promotes high standards within the industry.
By emphasizing community improvement, the association encourages its members to engage in initiatives that benefit the local population, enhancing financial literacy and empowering individuals with the skills to manage their personal finances effectively. Through these efforts, the Financial Planning Association of Puget Sound plays a crucial role in shaping a more informed and financially stable community.
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.
Other financial information:
This information is from the most recently submitted tax form from this organization, which was in 2022.
- Program Service Revenue: $66,440
- Gross Receipts: $95,345
Assets and Liabilities:
- Total Assets: $62,991
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- Net Assets: $62,991
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Organization Details
Principal Officer
Brian Burgess
Main Address
3858 Harvest Ln, Frisco, TX, 75034
NTEE Category
Code: S41 - Community improvement
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