Foundation for Financial Planning

TRUSTEES

The Board of Trustees is responsible for guiding the strategic direction of the Foundation, as well as assisting in fundraising activities to reach corporate and individual donors. The Board also makes final decisions on grants to be given by the Foundation.

Chairman
Carlos Viera
Ameriprise Financial
Vienna, VA

Vice Chairman
Peter D. Jones
Franklin Templeton Distributors, Inc.
St. Petersburg, FL

Immediate Past Chairman
Larry W. Johnson, CFP®
Sterling Financial Advisory Services
Itasca, IL

Trustees Alexandra Armstrong, CFP® Armstrong, Fleming & Moore, Inc Washington, DC	Elaine Bedel, CFP® Bedel Financial Consulting, Inc Indianapolis, IN
John Cammack, CFP® T. Rowe Price Baltimore, MD	Bill E. Carter, CFP®, ChFC, CLU Carter Financial Management Dallas, TX
Kevin G. Clifford American Funds Distributors, Inc. Los Angeles, CA	Barry Freedman, CFP® Freedman Financial Associates, Inc. Peabody, MA
Charles Goldman Charles Schwab & Company San Francisco , CA	Joseph B. Gruber Financial Service Corporation Atlanta, GA
Deena Katz, CFP® Texas Tech University Lubbock, TX	S. Timothy "Tim" Kochis, J.D., MBA, CFP® Kochis Fitz San Francisco, CA
Glenn Kautt , CFP®, EA The Monitor Group McLean, VA	Judith W. Lau, CFP® Lau Associates Wilmington, DE
James E. Stueve, CFP®, CIMA Houston, TX

Executive Director
James A. Peniston
Foundation for Financial Planning
Atlanta, GA

Email: 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

"Thanks to the Foundation's support, we are able to present a series of workshops and one-on-one counseling to wounded service members returning from Iraq and Afghanistan at Walter Reed Army Medical Center and participate in the Wounded Warrior Program".

Director of the National Financial Planning Support Center

Click here to view other individual successes.

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