Creating a more diverse face of the advisory profession, raising the Financial Planning Associations profile among lawmakers and building a culture at the organization to attract the next generation of planners are some of the goals advisory veteran Pamela Sandy has planned as the FPAs new president-elect.
Sandys term as president-elect will begin on January 1 and she will become president in 2016, succeeding incoming 2015 FPA President Edward W. Gjertsen, who has served as vice president of financial services firm Mack Investment Securities for more than two decades.
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