Founders Society
The Foundation for Financial Planning is proud to present a new program to recognize our most generous and longtime donors. FFP’s Founders Society is a network of supporters and friends who are deeply dedicated to our mission, as conveyed through their leadership and generous charitable support over time. Our Founders Society includes individual supporters, financial planning firms, and associations that have contributed $100,000 or more to FFP’s mission over time, as well as financial services companies that have contributed $500,000 or more.
Thank you to these longtime supporters!
Individuals & Firms
$1,000,000+
Armstrong, Fleming & Moore, Inc.
Alexandra Armstrong, CFP®; Ryan Fleming, CFP® & Betsy Fleming; Carl Holubowich, CFP®; Mary Moore, CFP®; Christopher Rivers, CFP®
$500,000+
Ken R. Coit
$400,000+
Tim Kochis, J.D., MBA, CFP®
Stephen & Linda Maginn
$300,000+
Glenn G. Kautt, MBA
$200,000+
FPA of the National Capital Area
Meritas Wealth Management
Gregg E. & Tiffani Clarke, CFP®; Kacy Gott, CFP®
Yeske Buie Inc.
$150,000+
Elaine Bedel, CFP®
Bill E. Carter, CFP®, ChFC®, CLU®
Bernie Clark
Kevin G. Clifford
CJM Wealth Advisers, LTD
Tracey A. Baker, CFP®; Claudia C. Brady, CFP®; David D. Greene, CFP®; Brian T. Jones, CFP®; Timothy W. Jones, CFP®; Kim A. McLeland, CFP®; Jessica R. Ness, CFP®
John Fodor
Scott M. Kahan, CFP®
Private Ocean
Greg Friedman, CFP®, MS
Eileen M. Sharkey, CFP®
Silicon Valley Wealth Advisors
$100,000+
Aspiriant
William “Bill” Bachrach
Ilene Brostrom, CFP® & Kent Brostrom
Edelman Financial Engines
Marjorie L. Fox, JD, CFP®
Freedman Financial
Marc Freedman, CFP®
Brenda & James W. Herrington, CLU®, CFP®
Joseph W. Jacques, CPA/PFS, CFP®, RFP®, ChFC®, CLU®
Martin Jaffe, CFP®
Quest Capital Management, Inc.
Kalita Blessing, CFP®, CAP; Marie H. Durie, CFP®; Carl J. Kunhardt, CFP®, CIMA®, AEP; Dennis J. Moore, CFP®; E. Woody Young, CFP® & Penny Young, CFP®, CPA
Peggy Miller Ruhlin, CFP®, CPA (Retired)
David W. Short
Kay and Jim Stueve, CFP®, CIMA®
Stewart H. Welch, III, CFP®
Companies
$2,000,000+
Charles Schwab & Co., Inc. & Charles Schwab Foundation
$1,500,000+
AIG Life & Retirement
Fidelity Investments
$1,000,000+
Allianz Group
Ameriprise Financial, Inc.
TD Ameritrade Institutional
$500,000+
BNY Mellon’s Pershing
Capital Group
Invesco
To see our full list of generous supporters, please click here.