Flexible Plan Investments Appoints Carl Resnick as President
Flexible Plan Investments Ltd. (FPI) announced that Carl Resnick will become the firm’s president effective September 1, 2026. Founder Jerry Wagner will remain CEO and focus on long-term strategy, research, product development, legal matters, finance, and capital allocation. Resnick has been with FPI since October 2024 as national sales leader and brings over three decades of financial services experience from roles at companies like Guggenheim Investments and Fidelity. In his new role, he will oversee marketing, operations, information technology, and continue leading the national sales team. FPI manages more than $2 billion in client assets across mutual funds, ETFs, variable annuities, and self-directed brokerage accounts. The leadership change is intended to enhance execution efficiency while preserving FPI’s investment philosophy and commitment to advisers.