Business Details
Your Trusted Financial Planning Partner in Northeast Ohio
At Financial Planning Association of Northeast Ohio, we are driven by core values that define our identity and guide our actions. Our commitment to competence ensures we continuously enhance our knowledge and skills to better serve the financial planning community. Integrity is foundational to our operations, fostering trust through alignment of words and deeds. We prioritize open, inclusive relationships that encourage collaboration among diverse stakeholders. Our stewardship extends to future generations, emphasizing responsible decision-making that balances present needs with long-term impacts. Through active leadership, we unify financial planning professionals to advance industry standards and public awareness.Our advocacy for Certified Financial Planner (CFP) certification elevates professional excellence while cultivating a robust knowledge base for personal financial planning. By fostering member success and organizational growth, we strengthen the regional financial planning ecosystem. Our collaborative approach bridges diverse perspectives to address shared challenges and opportunities. Through transparent communication, we clarify the value of professional financial planning and its tangible benefits for individuals and communities.
Services
Financial Planning Advocacy
CFP Certification Promotion
Professional Collaboration
Public Education Programs
Member Development Resources
Highlights and features
- We advocate for Certified Financial Planner certification standards to serve the public
- Our members include CPA and CFP professionals with specialized financial expertise
- We unify financial planning professionals through collaborative industry leadership
- Our organization cultivates financial planning knowledge and best practices
- We advance public understanding of professional financial planning benefits
Services
Financial Planning Advocacy
We champion professional financial planning standards through policy initiatives and industry leadership. Our advocacy strengthens ethical practices and promotes Certified Financial Planner certification. By representing planners' interests, we create favorable conditions for quality financial services across Northeast Ohio.
CFP Certification Promotion
Our organization actively advances Certified Financial Planner certification requirements. We provide resources to help professionals meet rigorous CFP standards while educating the public about certified planners' qualifications. This ensures clients receive services from qualified, ethical financial professionals.
Professional Collaboration
We facilitate collaboration among financial planners through networking events and knowledge-sharing platforms. Our initiatives connect professionals from diverse backgrounds to exchange insights and improve service delivery. This collective expertise benefits both practitioners and their clients across Northeast Ohio.
Public Education Programs
We develop educational initiatives to improve financial literacy in local communities. Our programs explain personal financial planning concepts and help individuals recognize qualified professionals. These efforts empower residents to make informed financial decisions for long-term stability.
Member Development Resources
We offer continuing education and practice management resources to enhance members' capabilities. Our training programs cover evolving financial regulations and planning techniques. This ensures practitioners maintain competence while delivering up-to-date advice to clients in Northeast Ohio.
People
Lauren R. Lippert
President
CPA and CFP professional with extensive financial planning experience. Leads MAI Capital Management's Northeast Ohio operations while guiding the association's strategic direction.
Scott Brihn
President Elect
Wealth planning expert with Pinnacle Advisors. Oversees pro bono initiatives to expand financial planning access while preparing for association leadership transition.
Kayla Stowe
Past President
Certified financial planner with NMS Wealth Management. Provides continuity through leadership transitions while maintaining focus on member service initiatives.
Bob Casarona
Treasurer
CFP professional managing Sequoia Financial Group's Cleveland office. Oversees association finances with emphasis on fiscal responsibility and long-term planning.
Lauren Smigelski
Chapter Executive
Administrative leader managing day-to-day operations. Coordinates events and member services while maintaining organizational efficiency for the Northeast Ohio chapter.
Questions
What financial planning services do you offer?
We advocate for Certified Financial Planner professionals and provide resources to help residents find qualified planners in Northeast Ohio.
How can I verify a financial planner's credentials?
We promote CFP certification standards and provide information to help consumers identify qualified, ethical financial planning professionals.
Do you offer financial education programs?
Yes, we provide public education initiatives explaining personal financial planning concepts and the value of working with certified professionals.
What areas do you serve?
Our primary service area includes Cleveland, Independence, Mansfield, Westlake, and surrounding communities in Northeast Ohio.
Are you affiliated with national financial planning organizations?
We operate as a regional chapter collaborating with national financial planning associations to advance industry standards and professional development.
