Close Close
Sign In
Newsletters
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards
Podcast Center Video Center Webcasts Resource Center Events
About ThinkAdvisor Contact Us Advertise With Us Asset & Logo Licensing Sitemap Terms of Service Privacy Policy Copyright © 2024 ALM Global, LLC. All Rights Reserved.
ThinkAdvisor

Practice Management > Building Your Business

FPA Announces 2014 President-Elect

By John Sullivan

X
Your article was successfully shared with the contacts you provided.

The Financial Planning Association announced Thursday that its board of directors has elected Edward W. Gjertsen II, CFP, as its 2014 president-elect.

Gjertsen’s term as president-elect will begin on Jan. 1, 2014, succeeding incoming FPA 2014 President Janet Stanzak, CFP.

Gjertsen has held FPA leadership positions both locally and nationally, including a three-year term on FPA’s Board of Directors beginning in 2010. In 2007 he was president of FPA’s Illinois chapter, which awarded him the 2008 Heart of Financial Planning Distinguished Service Award. Additionally, he is a co-founder of the FPA Diversity Committee and was the committee chairman in 2010.

 He has been a member of FPA since 1996.

“FPA continues to thrive and prosper as the largest membership organization of CFP practitioners in the country,” Gjertsen said in a statement. “There are tremendous opportunities ahead for our members in their support of the practice and profession of financial planning. Through our expansive nationwide network of chapters, national conferences and technology platforms, FPA is the one connection to professional growth, business success, advocacy and community for likeminded CFP practitioners.”

Gjertsen is vice president of Mack Investment Securities in Glenview, Ill. He has been a financial planner for more than 20 years and specializes in retirement planning, portfolio management and estate planning.

Gjertsen holds a Bachelor of Science in economics from Illinois State University.

NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.