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unusual facts about Financial Planning Association


Financial Planning Association

Based in Denver, Colorado, FPA works with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations.


Deena Katz

On October 20, 2013, Katz received the Financial Planning Association's Heart of Financial Planning Award, granted jointly to Katz and her husband and business partner Harold Evensky.

Marv Tuttle

Marv Tuttle (Born December 17, 1954) is a longtime supporter and a 30-year veteran if the financial planning profession, serving most recently as the CEO of the Financial Planning Association, and is a Certified Association Executive (CAE).


see also

National Association of Personal Financial Advisors

NAPFA, the Financial Planning Association, and the CFP Board of Standards formed the Financial Planning Coalition to work with Congress and federal agencies to strengthen the rules on financial advisors' fiduciary conduct, fee disclosures, and conflicts of interest.