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Shannon Pike to lead Financial Planning Association

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Shannon Pike has taken over as the 2017 president of the Financial Planning Association, a group for holders of the Certified Financial Planner designation.

Pike is a vice president at Houston-based Tanglewood Legacy Advisors LLC, a firm that provides wealth planning, investment strategy and exit planning services for executives and business owners.

Shannon Pike to lead Financial Planning AssociationPike, who has been president of the Houston FPA chapter, said in a statement about his new role that he wants to do more to bring the local FPA chapters and state councils together.

“We have an opportunity to connect and integrate these communities and our content that will drive member engagement like never before,” Pike said, pictured at right.

Related: FPA names Shannon Pike 2016 president-elect, 3 new board members

Pike did not mention advisors’ role in shaping federal policy on advisors’ standard of conduct in his statement, and he did not mention insurance.

The FPA has often united with life insurance professional groups over the years but has taken a different approach to some major issues, such as advisors’ standard of conduct.

The Tanglewood Legacy website refers to issues related to estate planning, long-term care planning and other matters that often involve use of insurance. A teaser on the home page asks, “How do I talk to Dad about assisted living?” But Tanglewood Legacy does not mention insurance on its home page and does not mention insurance in a disclosure information notice.

Frank Paré, the 2017 FPA president-elect, is also the president of Oakland, California-based PF Wealth Management Group LLC.

PF Wealth Management gives life insurance a prominent position on its home page.


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