Financial Planning Association
EIN 650997135 · 501(c)(6) · Public charity · Palm Bch Gdns, FL · recognized 2000
- Assets
- $9.2K
- Revenue
- $15.8K
- Expenses
- $19.7K
- Investment income
- —
Form 990 fiscal year ended 12/31/2024
Investment managers
Advisory firms linked via Form 990 Part VII independent contractors.
No linked investment managers yet.
Highest-paid contractors
Form 990 Part VII-B, independent contractors paid over $100k.
None reported.
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| Theresa Valinotti | President | $0 | $0 |
| Steven Trend | Secretary | $0 | $0 |
| Jubin Keyvan | Treasurer | $0 | $0 |
| Stacy Mcginty | Director | $0 | $0 |
| Thomas W Balcom linked | Director | $0 | $0 |
| Stewart Koesten | Director | $0 | $0 |
| Leonel Galvez | Director | $0 | $0 |
| Justin Weidenfeld | Director | $0 | $0 |