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CONTACT US
Address: 2191 Northlake Parkway
Suite G
Tucker, GA 30084
   
Voice: (770) 938-1110
Fax: (678) 623-3450
Email: mail@foundation-finplan.org
   
Staff: James A. Peniston
Executive Director
jimp@foundation-finplan.org

 

Mission Statement

The Foundation for Financial Planning helps people take control of their financial lives by connecting the financial planning community with people in need. We achieve this by supporting pro bono advice and outreach activities.

We're Making A Difference

A Postal Service employee, who was also a Sergeant in the Army Reserves, was deployed to Iraq in March and killed on April 26 during a raid on a chemical warehouse. He left behind his wife, a 14-year-old step-daughter and a 2-year-old son. Thanks to the FPA's Northern New England Chapter sharing the story, a financial planner was in contact with the widow offering his services, pro bono. This planner's reasoning was simple, “I can't go and fight for my country, but I can do this."

Click here to view other individual successes.

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