Overview
What is Society Of Financial Service Professionals?
The Society of Financial Service Professionals is a nonprofit organization dedicated to providing financial planning education. Their primary objective is to serve as an educational resource for its members, equipping them with the necessary knowledge to excel in their respective fields. Through various education services, they aim to enhance the financial literacy of their members, thereby contributing to the broader financial community. The Society's mission encapsulates its commitment to fostering financial literacy and professional development for its members.
Official website here: www.sfsp.net/orange county
Is Society Of Financial Service Professionals legitimate?
Society Of Financial Service Professionals is a legitimate nonprofit organization registered as a 501(c)(6) entity. Society Of Financial Service Professionals 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.sfsp.net/orange county
What is the mission statement of Society Of Financial Service Professionals?
The Society of Financial Service Professionals, as a non-profit organization, is dedicated to providing educational resources and services in the realm of financial planning. Their mission is centered around empowering their members through comprehensive education, aiming to equip them with the necessary knowledge to serve their clients effectively. The society's activities primarily revolve around offering educational services, fostering a community of financial professionals, and promoting financial literacy.
Official website here: www.sfsp.net/orange county
Who is the CEO of Society Of Financial Service Professionals?
Nathan Lew is the President of Society Of Financial Service Professionals.
Official website here: www.sfsp.net/orange county
What is the revenue of Society Of Financial Service Professionals?
Society Of Financial Service Professionals's revenue in 2020 was $0.
Official website here: www.sfsp.net/orange county
Who are the executives of Society Of Financial Service Professionals and what are their salaries?
Here are 4 key members and their salaries:
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Official website here: www.sfsp.net/orange county
Where can I find the form 990EZ for Society Of Financial Service Professionals?
Society Of Financial Service Professionals's most recent form 990EZ was submitted in 2020 and can be accessed here.
Official website here: www.sfsp.net/orange county
Learn more at the official website: www.sfsp.net/orange county
Mission Statement of Society Of Financial Service Professionals
The Society of Financial Service Professionals is a non-profit organization committed to providing educational resources and information related to financial planning. Its mission is centered around offering education services to its members, aiming to equip them with the necessary knowledge and skills in this field. The organization serves as a platform for financial professionals, providing them with the tools and resources needed to excel in their careers. By focusing on education, the Society of Financial Service Professionals aims to empower its members, enabling them to better serve their clients and contribute to the financial well-being of individuals and communities.
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Impact
October, 2024
The Society of Financial Service Professionals significantly impacts the financial services community by providing essential education and information on financial planning. By equipping its members with the knowledge and resources needed to navigate the complexities of financial services, the organization enhances professional development and ethical standards in the industry. Members gain access to a wealth of educational opportunities that foster continuous learning, ensuring they remain informed about best practices and emerging trends in financial planning.
Through their commitment to education, the Society strengthens the skills and competencies of financial professionals, enabling them to better serve their clients. This, in turn, contributes to the overall improvement of financial literacy and responsible planning within communities. By focusing on mutual benefit, the Society not only elevates individual professionals but also enhances the collective capability of the financial services industry to meet the diverse needs of the population in San Clemente, CA, and beyond.
This information is meant to be a general summary of Society Of Financial Service Professionals. 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 2020.
Assets and Liabilities:
- Total Assets: $50,087
- Total Liabilities: $0
- Net Assets: $50,087
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Organization Details
Phone
(800) 458-1218Principal Officer
Nathan Lew
Main Address
203 TRAFALGAR LANE, SAN CLEMENTE, CA, 92672
Website
www.sfsp.net/orange countyNTEE Category
Code: Y20C - Mutual benefit
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