Evelyn Zohlen officially became president of the Financial Planning Association on Tuesday, serving a one-year term.
Zohlen has been an adjunct professor in the Personal Financial Planning Program at the University of California at Irvine (UCI) and serves on the advisory board for the Center for Investment and Wealth Management at UCI.
A former Air Force intelligence officer, Zohlen is the founder and president of Inspired Financial in Huntington Beach, California, which helps women and their families make smart financial decisions.
Prior to founding Inspired Financial, she served as a relationship manager for The Vanguard Group and an advisor with retirement plan assets ranging from $175 million to $500 million.
She has also held numerous local, regional and national FPA volunteer positions, including president of the FPA of Orange County and chair of the FPA of California.
“It’s an exciting time for FPA as we embark on the new OneFPA Network vision to create an association that continues to thrive in the future,” Zohlen said in a statement. “I am honored to be a part of a transformative change that will ultimately better serve our members, volunteer leaders and our profession.”
“Our vibrant chapter network, local and national volunteer leaders, and community of 23,000 financial planners are dedicated to moving the profession forward and the OneFPA Network vision will allow us to come together to truly elevate the profession that transforms lives through the power of financial planning.”
In a recent ThinkAdvisor commentary, Zohlen explained that the FPA is in “the very early stages of a ‘listening tour’ to solicit member and volunteer leader input and feedback on the new OneFPA Network vision,” that was announced in early November.
The listening tour will continue through mid-February.
Zohlen is a graduate of the University of Texas and earned her Master of Science from the Joint Military Intelligence College and MBA from Villanova University.
— Check out Details on What the New FPA Is (and Isn’t) on ThinkAdvisor.