At its national conference in Denver, the Financial Planning Association spent a lot of time discussing education and regulation. It is fitting, then, that its president-elect also has financial literacy leadership under his belt.
The group announced on Friday that Paul H. Auslander, CFP, as the 2011 FPA president-elect. Auslander, chairman and CEO of American Financial Advisors, will succeed FPA 2011 president Martin Kurtz, CFP, and begin serving his term on Jan. 1, 2012. Auslander is also a registered representative with Foothills Securities.
Auslander serves on Florida’s Financial Literacy Council, which was created in 2006 to study the financial problems that affect consumers, particularly young persons, seniors, working adults and small business owners, which arise from a lack of basic knowledge of financial issues, according to the organization’s Website. The council also develops recommendations to aid the Department of Financial Services as it creates programs and resources aimed at increasing financial literacy among Floridians. He was also appointed to the Advisors Council of the Community Foundation of Central Florida.
A member of the FPA since 1996, Auslander has held several leadership roles in the organization, including president of FPA of Central Florida, and board member and symposium chair of FPA of Florida.
The FPA also announced that it elected six new members to its board of directors. Samuel J. Galllucci is executive director and director of financial planning initiatives at Morgan Stanley Smith Barney in Jersey City, N.J. He has been a FPA member for 12 years.
Archibald R. Hoxton IV, CFP®, AIF is president of Hoxton Financial, Inc. in Shepherdstown, W. VA. He has been a member of FPA since 1998 and has held various FPA leadership positions including chair of FPA Government Relations Committee and co-chair of FPA Political Action Committee. Hoxton has also served as president of the Eastern Panhandle Association of Life Underwriters.
Julie Littlechild is founder and president of Advisor Impact in New York City, which also operates in Canada and the United Kingdom. She has been a FPA member for 12 years and served on FPA Business Solutions Conference task force for two years and chaired the task force in 2010. Littlechild also wrote Business Success Kit, a guidebook designed to help advisors structure an effective practice, and she publishes an annual report on practice management.
Mark L. Prendergast, CFP is CFO and director of Tax Strategies at Inspired Financial in Huntington Beach, Calif. He has been a FPA member for 22 years and has served as FPA of Central California treasurer, president-elect, president, chair and government relations chair; and served as a member of FPA of Orange County government relations committee. Prendergast currently serves on FPA Journal of Financial Planning Advisory Board and Editorial Review Board; FPA Social Security Task Force; FPA Government Relations Committee; and FPA Political Action Committee.
James Tissot, CFP is writer, editor, instructor and president of Prism Planning, Inc. in New York City. Tissot has been a FPA member for 10 years and has served as FPA of New York director of CFP Education, director of Sponsor Retention, director of Sponsorship, president-elect, president and chair. He has also served on FPA Chapter Leaders Resource Council and chaired Chapter Leaders Conference task force.