Financial Planning Association
TIGARD, OR
Total revenue
$82K
Total expenses
$108K
Net assets
$40K
Grants received
—
EIN
931284924
Tax year
2024
Mission
The financial planning association of oregon & sw washington champions the value of the financial planning process and advances the financial planning profession with the cfp mark as its cornerstone. Our primary aim is to benefit the public by helping to ensure that financial planning is delivered through proficient, ethical financial planners.
Financials
FY 2024
Revenue
Expenses
People
11 listed
SCOTT MALBASA
PRESIDENT
—
2 hrs/wk
TRACI NELSON
PAST PRESIDE
—
1 hrs/wk
JOHANNA BLACKWELL
TREASURER
—
2 hrs/wk
JESSICA PORTER
SECRETARY
—
2 hrs/wk
BRIAN ADAMS
AT-LARGE DIR
—
1 hrs/wk
MARC KADOMATSU
AT-LARGE DIR
—
1 hrs/wk
MATT ZUNIGA
PRO-BONO DIR
—
1 hrs/wk
TANA THOMSON
DEI DIRECTOR
—
1 hrs/wk
CARA MILLER
MEMBERSHIP D
—
1 hrs/wk
REILLY BLOOD
PROGRAMS DIR
—
2 hrs/wk
GARRETT DRESEN
SPONSORSHIP
—
2 hrs/wk