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

NASAA moves to let state RIAs use client testimonials, aligning with SEC rule
NASAA moves to let state RIAs use client testimonials, aligning with SEC rule

A new proposal could end the ban on promoting client reviews in states like California and Connecticut, giving state-registered advisors a level playing field with their SEC-registered peers.

Could 401(k) plan participants gain from guided personalization?
Could 401(k) plan participants gain from guided personalization?

Morningstar research data show improved retirement trajectories for self-directors and allocators placed in managed accounts.

UBS sees a net loss of 111 financial advisors in the Americas during the second quarter
UBS sees a net loss of 111 financial advisors in the Americas during the second quarter

Some in the industry say that more UBS financial advisors this year will be heading for the exits.

JPMorgan reopens fight with fintechs, crypto over fees for customer data
JPMorgan reopens fight with fintechs, crypto over fees for customer data

The Wall Street giant has blasted data middlemen as digital freeloaders, but tech firms and consumer advocates are pushing back.

The average retiree is facing $173K in health care costs, Fidelity says
The average retiree is facing $173K in health care costs, Fidelity says

Research reveals a 4% year-on-year increase in expenses that one in five Americans, including one-quarter of Gen Xers, say they have not planned for.

SPONSORED How advisors can build for high-net-worth complexity

Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.