DENVER - The Financial Planning Association® (FPA®) today announced that the Board of Directors has elected Pamela Sandy, CFP® as the 2015 FPA President-Elect for a one-year term. Sandy’s term will begin on January 1, 2015, succeeding incoming 2015 FPA President Edward W. Gjertsen II, CFP®.
Pamela Sandy has been providing financial advice to clients for nearly 25 years and is the founder and CEO of Cleveland-based CONFIANCE, LLC, a boutique advisory firm that offers financial planning and wealth management services to individuals across the country. She became a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional in 1997 through the College for Financial Planning and an Accredited Domestic Partnership AdvisorSM in 2013.
“I am honored to have been chosen by our Board of Directors to continue to serve FPA and our members at this important time in our profession. As a practitioner, business owner and a woman, no other organization has supported my professional growth like FPA,” said Pamela Sandy, CFP®.
Sandy currently serves on the FPA Board of Directors where she is concluding a three-year term in 2014, and has held various FPA leadership roles both locally and nationally. She served on the FPA of Northeast Ohio Board and as the chapter’s government relations director. She has also served as a member of the FPA Professional Issues Committee, Public Issues Advisory Committee and as a contributing writer for the FPA Consumer Blog.
“It is my hope to build on FPA’s collaborative and inclusive spirit as we continue to support the next – and much more diverse – generation of planners. This diversity has long been a core strength of FPA and will be in the future,” added Sandy. “Those diverse voices are important as we look to raise FPA’s collective voice in public policy discussions that affect the lives and practices of our members and the clients they serve.”
Sandy splits her time between Cleveland and Boston, Mass. and is a member of the FPA of Northeast Ohio and the FPA of Massachusetts chapters. She is currently pursuing an individualized focus degree she has deemed Political Finance – the study of how politics and public policy decisions affect the lives of individuals – through DePaul University in Chicago.