Community Improvement & Capacity Building
Financial Planning Association
EAST HAVEN, CT
Total revenue
$154K
Total expenses
$128K
Net assets
$75K
Grants received
—
EIN
200995386
Tax year
2024
Mission
As a chapter organization of the financial planning association, financial planning assn of ct is a membership organization that champions the value of the financial planning process and advances the financial planning profession, with the certified financial planner ("cfp") designation as its cornerstone. The chapter seeks to foster competent, committed and ethical members; provide educational opportunities to assist members; build a growing membership with a shared vision; and help people recognize the value of the financial planning process as a way to achieve their goals and dreams.
Financials
FY 2024
Revenue
Expenses
People
3 listed
SALIM PIERRE BOUTAGY CFP CPWA
PRESIDENT
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0LAURA SUNDQUIST
TREASURER
—
0PAUL MORRONE
SECRETARY
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0