Jason Kley Elected as 2027 President-elect of the Financial Planning Association
The Financial Planning Association (FPA) has announced its leadership transitions for 2027, electing Jason Kley as the incoming President-elect. Kley, currently Vice President and Associate Advisor Group Lead at Sequoia Financial Group, will officially begin his term on January 1, 2027, succeeding D. Crystal Alford-Cooper. In addition to Kley's appointment, Juan G. HernandezAriano has been re-elected as FPA Treasurer. The association also named three new board members—Judith Brown of SC&H Wealth, Matt Goren of the Brett Danko Education Center, and an unnamed third member—to serve three-year terms starting in 2027. These appointments aim to bring diverse expertise in wealth management, strategy, and tax guidance to the professional organization.
Topics: Board of Directors election Executive appointment Financial Planning Association