Financial Planning Association
AUSTIN, TX
Total revenue
$99K
Total expenses
$80K
Net assets
$118K
Grants received
—
EIN
742993593
Tax year
2024
Mission
To foster the value of the financial planning process and its ethical practice through professional growth, networking, education, and mentoring.
Financials
FY 2024
Revenue
Expenses
People
12 listed
SARAH FRANKENFELD
CHAPTER EXECUTIVE
$38K
25 hrs/wk
GALEN RASCHE
SECRETARY
—
1 hrs/wk
DONALD BEATTIE CFP
MEMBERSHIP DIRECTOR
—
1 hrs/wk
SPENCER ENGELKE
PRO BONO DIRECTOR
—
2.5 hrs/wk
JEREMY JUNGBAUER
PAST PRESIDENT
—
1 hrs/wk
PHIL SEIBEL
CORPORATE PARTNERS DIRECTOR
—
1 hrs/wk
ALYSSA CALHOUN
WOMEN'S INITIATIVE DIRECTOR
—
1 hrs/wk
KATHERINE PHILLIPS
PRESIDENT
—
1 hrs/wk
ADAM FLAGG
PRESIDENT-ELECT
—
1 hrs/wk
ANDREW CHAVEZ
PROGRAMS DIRECTOR
—
1 hrs/wk
LAUREN KAUFMAN
TREASURER
—
2.5 hrs/wk
ALISON MILLER
NEXGEN DIRECTOR
—
1 hrs/wk