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Foundation for Financial Planning Announces CEO Transition, Launches National Search Following Record Year of Impact

Foundation for Financial Planning Announces CEO Transition, Launches National Search Following Record Year of Impact

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Foundation for Financial Planning Announces CEO Transition, Launches National Search Following Record Year of Impact

After more than a decade of leadership, CEO Jon Dauphiné to transition from role; board launches national search for successor

Washington, D.C. — April 14, 2026 — Foundation for Financial Planning (FFP), the nation’s leading nonprofit dedicated to expanding access to pro bono financial planning for people in crisis or need, today announced a planned leadership transition. CEO Jon Dauphiné will conclude his tenure as he moves toward retirement following more than a decade at the helm.

Dauphiné will continue in his role through the end of this year as the Foundation’s Board of Directors conducts a national search for its next CEO. The board is seeking a leader who can build on FFP’s success to date and drive its next phase of growth — someone with a deep commitment to the mission, strong strategic and operational capabilities, and the ability to inspire and mobilize advisors, firms, donors, and partners nationwide.

“Jon’s leadership has elevated the Foundation and advanced the broader financial planning profession,” said Yonhee Gordon, CFP®, Chair of the Board of Directors. “Thanks to his vision and dedication, FFP is stronger, more visible, and more impactful than ever before. We are deeply grateful for his contributions and excited to build on this momentum as we search for our next leader.”

The transition comes at a time of meaningful growth for the Foundation. In the past year alone, FFP:

  • Reached more than 23,000 individuals in need through pro bono financial planning services
  • Distributed a record $1.27 million in grant funding to support nonprofit programs nationwide
  • Surpassed 250 nonprofits posting pro bono financial planning opportunities to ProBonoPlannerMatch.Org, with over 3,300 CFP® professionals registered as volunteers

“Serving as CEO of FFP has been one of the great privileges of my career,” said Dauphiné. “Over the past decade, we have worked alongside an incredible community of advisors, firms, nonprofits, and partners to expand access to pro bono financial planning for those who need it most. I’m deeply proud of what we’ve built together, and I’m confident that the Foundation is in the strongest position in its history to continue growing its impact. I look forward to supporting a smooth transition and seeing the organization continue to thrive.”

Under Dauphiné’s leadership, FFP significantly expanded its reach, scale, and influence across the financial planning profession and nonprofit sector. He led the launch and growth of ProBonoPlannerMatch.Org, the nation’s first and only volunteer matching platform connecting CFP® professionals with pro bono service opportunities. He also spearheaded programs serving vulnerable populations, including the Pro Bono for Cancer program and the Retirement Resilience Program (RRP) for at-risk seniors, and expanded the Foundation’s corporate partnerships, donor base, and endowment.

FFP has also become the leading national voice advancing pro bono financial planning, working closely with partners including CFP Board, Financial Planning Association, and National Association of Personal Financial Advisors to expand engagement across the profession.

Looking ahead, the Foundation has set a clear vision: engage one-third of all CFP® professionals in pro bono service by 2030 and reach at least 100,000 underserved families each year.

About the Foundation for Financial Planning 

Foundation for Financial Planning (FFP) is the nation’s leading charity dedicated to advancing pro bono financial planning for at-risk populations, including active military members and wounded veterans, people with cancer and other serious illnesses, seniors and family caregivers, low-income individuals and families, domestic violence survivors and many more. Over its 30 years, FFP has provided almost $11 million in grants to national and community-based pro bono programs; worked with partners to activate more than 33,000 financial planners to volunteer their time and talents; reached almost 800,000 families in crisis or need; and acted as a leader and catalyst to foster a rich tradition of pro bono service across the financial planning profession. Visit FFPprobono.org to learn more.