The Foundation for Financial Planning will begin searching for a new CEO, as its current chief executive, Jon Dauphiné, plans to retire at year-end.
The nonprofit, which seeks to expand access to pro bono financial planning, said that Dauphiné will continue in his role through the end of 2026 while the foundation's board of directors conducts a national search for his successor.
"Jon's leadership has elevated the Foundation and advanced the broader financial planning profession," Yonhee Gordon, chair of the board of directors, said in a statement. "Thanks to his vision and dedication, FFP is stronger, more visible, and more impactful than ever before. We are deeply grateful for his contributions and excited to build on this momentum as we search for our next leader."
Dauphiné has been the nonprofit's CEO for more than a decade.
Achievements over the past year, the group said, include:
— Reaching more than 23,000 individuals in need through pro bono financial planning services;
— Distributing a record $1.27 million in grant funding to support nonprofit programs nationwide; and
— Surpassing 250 nonprofits posting pro bono financial planning opportunities to ProBonoPlannerMatch.Org, with more than 3,300 CFP professionals registered as volunteers.
"Serving as CEO of FFP has been one of the great privileges of my career," Dauphiné said in the statement. "Over the past decade, we have worked alongside an incredible community of advisors, firms, nonprofits, and partners to expand access to pro bono financial planning for those who need it most. I'm deeply proud of what we've built together, and I'm confident that the Foundation is in the strongest position in its history to continue growing its impact. I look forward to supporting a smooth transition and seeing the organization continue to thrive."
FFP has become the leading national voice advancing pro bono financial planning, working closely with partners including CFP Board, Financial Planning Association and the National Association of Personal Financial Advisors.
The foundation said it aims to engage one-third of all CFP professionals in pro bono service by 2030 and reach at least 100,000 underserved families each year.
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