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​Five members also elected to the FPA Board of Directors for 2017


DENVER - The Financial Planning Association® (FPA®) today announced that the Board of Directors has elected Frank Paré, CFP® as the 2017 FPA President-Elect for a one-year term. Paré's term will begin on Jan. 1, 2017, succeeding incoming 2017 FPA President Shannon J. Pike, CFP®.


With more than 25 years of experience in the financial services industry, Paré is president of PF Wealth Management Group, LLC in Oakland, Calif. – an independent, boutique practice specializing in financial planning for families and small businesses.


Prior to starting his practice, Paré, a Certified Financial Planner™ (CFP®) professional, previously worked for Loring Ward and Charles Schwab & Company and has spent the past five years as an instructor in the Personal Financial Planning Program at the University of California at Berkeley. He's a graduate of San Francisco State University and earned a Master's in Business Administration from Golden Gate University.


Passionate about financial planning and volunteerism, Paré has been a volunteer leader in the FPA of the East Bay chapter and the Personal Financial Planning Board at the University of California at Berkeley. Paré is a recipient of the 2011 FPA Heart of Financial Planning Award and the 2012 FPA Leadership in Action Award.


FPA is also pleased to announce the election of five new members to its Board of Directors. Each new board member will serve a three-year term beginning Jan. 1, 2017.


The newly elected FPA board members will apply their diverse backgrounds and experience in helping guide FPA's objective of being the recognized and unquestioned home for CFP® professionals while working to advance the recognition of the financial planning profession.


The new board members are:

  • Molly Balunek, CFP®, AEP – Founder and President of Laurel Tree Advisors in Cleveland, Ohio.

  • Ann Reilly Dowd, CFP® – Vice President and Chief Editor at Fidelity in Boston, Mass.

  • D. Tony Mahabir, CFP®, CIM, RRC, CMC – CEO of Canfin Investment Group in Ontario, Canada.

  • Albert G. "Skip" Schweiss – Managing Director of TD Ameritrade Institutional in Denver, Colo.

  • ​Martin Seay, Ph.D., CFP® – Assistant Professor of Personal Financial Planning at Kansas State University in Manhattan, Kan.

The FPA Board of Directors is responsible for setting the vision and strategic direction for the association, using FPA's core beliefs as the key filters for making decisions in a fiduciary capacity on behalf of members and constituents.

The 2017 Board will be comprised of 14 total members, which includes the five newly elected members and FPA Executive Director/CEO Lauren M. Schadle, CAE.


About the Financial Planning Association

The Financial Planning Association® (FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNERTM (CFP®) professionals, educators, financial services professionals and students who seek advancement in a growing, dynamic profession. Through a collaborative effort to provide more than 24,000 members with One ConnectionTM to tools and resources for professional development, business success, advocacy and community, FPA is the indispensable force in the advancement of today's CFP® professional. Learn more about FPA at and follow on Twitter at​