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July 07, 2010 at 08:00 PM
The National Association of Personal Financial Advisors (NAPFA) has elected two new members to its national board to help guide the professional association for fee-only advisors over the next three years, NAPFA announced Wednesday, July 7.
Mary Malgoire and Carolyn McClanahan, two veterans of the financial planning industry who are both making return appearances to the organization’s leadership, won member-wide election as NAPFA’s new directors. They were announced to the membership on June 29.
Malgoire, a NAPFA past president and chair, is president and founder of The Family Firm Inc. in Bethesda, Maryland. She has provided financial advisory management services to clients since 1982. As legislative representative for NAPFA, she served on the North American Securities Administrators Association (NASAA) Financial Planner/Investment Advisor Committee, providing industry comment regarding proposed amendments to NASAA’s model legislation. As regulatory representative, she also testified before the U.S. House of Representatives and the Maryland State legislature on proposed legislation to regulate financial planners.
McClanahan, who has been active in NAPFA leadership at both the national and regional levels, is founder of Life Planning Partners in Jacksonville, Florida. She is a physician turned financial planner who began her career in financial planning in 2001. In addition to managing her financial planning practice, she speaks widely on the interplay between health and finance and has pushed to improve the education requirement for those entering the financial planning profession.
