The board of directors of the Financial Planning Association has elected James Lee as the group's 2022 president-elect for a one-year term beginning Jan. 1. He succeeds Dennis Moore, the 2021 FPA president.
Lee is president of Lee Financial Management in Saratoga Springs, New York. He's been a member of FPA for more than 20 years and is completing a three-year term on the FPA board.
Claudia Cypher Kane, who has served on the FPA board for the past two years, was selected to serve as the 2022 treasurer. Kane is affiliated with Raymond James in Roseville, California.
The group also elected three new members to three-year terms on its board: D. Crystal Alford-Cooper, vice president of planning at Law & Associates in Glen Echo, Maryland; Daniel J. Galli, principal of Daniel J. Galli & Associates in Norwell, Massachusetts; and Byrke Sestok, president of Rightirement Wealth Partners in Harrison, New York.
An earlier version of this story incorrectly reported Dennis Moore as the 2022 president elect. He was the 2021 president elect.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound
