The FPA has named its future president.

Edward Gjertsen II, vice president of Mack Investment Securities in Glenview, Ill., has been named president-elect by the organizations’ board of directors.

Gjertsen’s one-year term as president-elect begins on Jan. 1, 2014, as Janet Stanzak moves into the president's role; he is set to become the group's president one year later. 

A member of FPA since 1996, and an advisor for more than 20 years, Gjertsen has held FPA leadership positions both locally and nationally, including a three-year term on FPA’s Board of Directors beginning in 2010. In 2007 he served as FPA of Illinois chapter president and was awarded the 2008 Heart of Financial Planning Distinguished Service Award by the chapter.

Gjertsen, a CFP who specializes in retirement planning, portfolio management and estate planning, also co-founded the FPA Diversity Committee and served as the committee chair in 2010.

“FPA continues to thrive and prosper as the largest membership organization of CFP practitioners in the country,” Gjertsen said in a statement. “There are tremendous opportunities ahead for our members in their support of the practice and profession of financial planning.”

Read more:

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access