DENVER – The Financial Planning Association® (FPA®) today announced that the Board of Directors has elected Edward W. Gjertsen II, CFP® as its 2014 FPA president-elect for a one-year term.
Gjertsen’s term as president-elect will begin on January 1, 2014, succeeding incoming FPA 2014 President Janet Stanzak, CFP®.
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. Additionally, he is a co-founder of the FPA Diversity Committee and served as the committee chair in 2010.
He has been a member of FPA since 1996.
“FPA continues to thrive and prosper as the largest membership organization of CFP® practitioners in the country,” said Gjertsen. “There are tremendous opportunities ahead for our members in their support of the practice and profession of financial planning. Through our expansive nationwide network of chapters, national conferences and technology platforms, FPA is the one connection to professional growth, business success, advocacy and community for likeminded CFP® practitioners.”
Gjertsen is vice president of Mack Investment Securities, Inc. in Glenview, Ill. He has been serving the financial planning needs of his clients for over twenty years and specializes in retirement planning, portfolio management and estate planning.
Gjertsen holds a Bachelor of Science in Economics from Illinois State University. He and his wife, Alexandrea, have two children and reside in Winnetka, Ill.