Pamela Sandy, founder and chief executive of a Cleveland-based financial planning firm, will lead the Financial Planning Association in 2016.
Ms. Sandy, who heads Confiance, a self-described “boutique firm,” will take over as president following the 2015 term of Edward W. Gjertsen II.
Ms. Sandy, who has been a financial adviser for 25 years, has served on the FPA board for the past three years. Among her roles with the association, she was government relations director for FPA of Northeast Ohio and also has been a member of the FPA Professional Issues Committee and the Public Issues Advisory Committee.
The chairman, president and president-elect serve on the FPA executive committee. One succeeds the other over a three-year period. The current FPA president, Janet Stanzak, will replace Michael Branham as chairman next year. Mr. Branham was FPA president in 2013.
Ms. Sandy said that FPA's strengths include its “welcoming and inclusive” attitude and the diversity of its approximately 23,000 membership. That mindset will be important, as the next generation of planners comes of age.
“We're going to have a lot of people who come from different backgrounds,” she said. “That's good for the profession and good for the public.”
It also will benefit FPA's efforts to influence federal and state lawmakers.
“Having that public voice be more inclusive is going to be great for the FPA,” she said.
Ms. Sandy, who works in both Cleveland and Boston, is studying for a self-titled degree from DePaul University called “political finance,” which focuses on how politics and public policy affects individuals.