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October 02, 2017 at 07:29 AM
The Financial Planning Association announced today at its annual conference in Nashville, Tennessee, the election of Eveleyn Zohlen as its next president-elect.
Zohlen, a former Air Force intelligence officer, is founder and president of Inspired Financial in Huntington Beach, California, which manages $133 million for 105 accounts, according to its latest (February 2017) Form ADV filing with the SEC. She is also a former advisor with The Vanguard Group for clients with retirement plan assets ranging from $175 million to $500 million, according to the FPA announcement.
Zohlen will serve a one-year term as FPA president-elect beginning Jan. 1, 2018, succeeding Frank Paré who will then become the association’s president, a role she’ll assume the following year. She is a past member of the FPA Board of Directors and serves on the Advisory Board for the Center for Investment and Wealth Management at the University of California, Irvine. In addition, she has served on the boards of WomanSage and the American Poetry Review and was a finance director for the Young Friends of the Philadelphia Museum of Art.
The FPA also announced the election of three new members to its board of directors, who will each serve a three-year term beginning Jan. 1.
