Financial Planning Association
VIRGINIA BCH, VA
Total revenue
$81K
Total expenses
$75K
Net assets
$94K
Grants received
—
EIN
541872365
Tax year
2024
Mission
The primary aim of the Financial Planning Association of Central Virginia is to foster the value of financial planning and advance the financial planning profession. The organization's strategy for accomplishing its objective means welcoming all those who advance the financial planning process and promoting the CFP mark as the cornerstone of the financial planning profession.
Financials
FY 2024
Revenue
Expenses
People
15 listed
Jan Dungan
Chapter Executive
$29K
0.2 hrs/wk
Kristin Lindsay
President
—
0.5 hrs/wk
Alexis Grason
President Elect
—
0.5 hrs/wk
Michelle Orellana
Treasurer
—
0.5 hrs/wk
Chad Dean
Membership
—
0.2 hrs/wk
Charlotte Fox
Women in Finance
—
0.2 hrs/wk
Jill Fletcher
At Large
—
0.2 hrs/wk
Kyle Geblein
At Large
—
0.2 hrs/wk
Nicole Gooding
At Large
—
0.2 hrs/wk
Weslie Green
Sponsorship Forum Chair
—
0.2 hrs/wk
Brittany McBride
Public Relations Social Media
—
0.2 hrs/wk
Mitchell Moncure
NexGen
—
0.2 hrs/wk
Kristen Puryear
At-Large
—
0.2 hrs/wk
Kate Atwood
Chairman
—
0.2 hrs/wk
Joe Thompson
Breakfast Club Small Groups
—
0.2 hrs/wk