James Lee is FPA’s 2022 president-elect

James Lee is FPA’s 2022 president-elect
Claudia Cypher Kane was tapped as the Financial Planning Association's 2022 treasurer; the group also elected three new directors.
SEP 22, 2021

The board of directors of the Financial Planning Association has elected James Lee as the group's 2022 president-elect for a one-year term beginning Jan. 1. He succeeds Dennis Moore, the 2021 FPA president.

Lee is president of Lee Financial Management in Saratoga Springs, New York. He's been a member of FPA for more than 20 years and is completing a three-year term on the FPA board.

Claudia Cypher Kane, who has served on the FPA board for the past two years, was selected to serve as the 2022 treasurer. Kane is affiliated with Raymond James in Roseville, California.

The group also elected three new members to three-year terms on its board: D. Crystal Alford-Cooper, vice president of planning at Law & Associates in Glen Echo, Maryland; Daniel J. Galli, principal of Daniel J. Galli & Associates in Norwell, Massachusetts; and Byrke Sestok, president of Rightirement Wealth Partners in Harrison, New York.

An earlier version of this story incorrectly reported Dennis Moore as the 2022 president elect. He was the 2021 president elect.

Don't just throw more people at the problem

Latest News

Trump teleprompter operator placed on unpaid leave amid probe into alleged Kalshi bets
Trump teleprompter operator placed on unpaid leave amid probe into alleged Kalshi bets

“The White House has extremely strict ethical guidelines with respect to issues like this,” said Press Secretary Karoline Leavitt.

GPB, the priest and a get out of jail card
GPB, the priest and a get out of jail card

Just how much does it cost for a financial advice exec to stay out of prison?

St. Louis pension fund sues FS/KKR advisor over alleged excessive fees
St. Louis pension fund sues FS/KKR advisor over alleged excessive fees

The advisor both prices FSK's private loans and gets paid on those prices, the suit claims

SEC moves to make electronic delivery the default for investor disclosures
SEC moves to make electronic delivery the default for investor disclosures

The proposal would end decades of paper-first delivery rules, but keeps a paper opt-out and draws early praise from fund and annuity industry groups.

Trump accounts could encompass every US family, 70 million children, says IRS chief
Trump accounts could encompass every US family, 70 million children, says IRS chief

The Trump accounts are “generationally changing” and bring financial literacy to youth, said IRS chief Frank Bisignano.

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains

SPONSORED Who builds the income when the pension disappears?

Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income