| Name | Title | Contact Details |
|---|---|---|
Stephanie Jordan |
AVP of Data Analytics | Profile |
The Financial Planning Association® (FPA®) is the leading membership organization for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process. FPA is the CFP® professionals partner in planning by helping them realize their vision of professional fulfillment through practice support, learning, advocacy, and networking. Our best-in-class learning and certificate programs, signature events, and profession-leading publications like the Journal of Financial Planning, enable our members to gain critical knowledge as they work to achieve higher levels of competency in financial planning.
Professional Traders Management is a Westbury, NY-based company in the Financial Services sector.
OneCalifornia Bank is a Oakland, CA-based company in the Financial Services sector.
Savings Bank of Maine is a Gardiner, ME-based company in the Financial Services sector.
Fort Morgan State Bank is a Fort Morgan, CO-based company in the Financial Services sector.