Foundation for Financial Planning Trustees Represent Top Financial Services Companies and Independent Firms

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The Foundation for Financial Planning, a 501 (c) (3) non-profit charitable organization has elected two new trustees to its Board of Trustees: Kristina Hooper, head of U.S. Capital Markets Research & Strategy for Allianz Global Investors and Stewart H. Welch, III, founder and managing member of The Welch Group, LLC.

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“We are fortunate to have a board of some of the brightest and most dedicated in the industry. The addition of Kristina and Stewart is humbling and speaks to the overall industry support of the Foundation,” said Bernie Clark, Foundation Chair.

The Foundation for Financial Planning, a 501 (c) (3) non-profit charitable organization has elected two new trustees to its Board of Trustees: Kristina Hooper, head of U.S. Capital Markets Research & Strategy for Allianz Global Investors and Stewart H. Welch, III, founder and managing member of The Welch Group, LLC. The newly elected Trustees will be charged with enhancing and helping the Foundation expand its mission of helping people take control of their financial lives by connecting the financial planning community with people in need.

“This year, the Foundation is celebrating 20 years of supporting the delivery of pro bono financial planning to the underserved. We are extremely fortunate to have a board of some of the brightest and most dedicated in the industry. The addition of Kristina and Stewart is humbling and speaks to the overall industry support of the Foundation for Financial Planning and its work,” said Bernie Clark, Foundation Chair.

Kristina Hooper, is U.S. investment strategist and head of U.S. Capital Markets Research & Strategy for Allianz Global Investors and was a teaching fellow in macroeconomics at New York University Stern School of Business.

Stewart H. Welch, III is the founder and managing member of The Welch Group, LLC which specializes in providing fee-only Wealth Management services to affluent healthcare professionals and retirees.

In addition, the Foundation’s Board of Trustees elected three board officers.

Bernie Clark, Chair of the Board of Trustees; Kacy Gott, Vice Chair and Jim Stueve, Treasurer.

Clark, executive vice president and head of Schwab Advisor Services and a member of Charles Schwab’s Executive Committee has more than 30 years of financial industry experience serving individual and institutional investors.

Gott, former principal at Aspirant was instrumental in launching the firm’s three-year Resident Associate program and is a recipient of the Financial Planning Association’s “Heart of Financial Planning” award.

Stueve, president of RidgeWorth Investments is responsible for the sales, marketing and client service efforts of the company, as well as the oversight of all activities related to the RidgeWorth Funds.

“Our Foundation is truly the industry’s foundation, as evidenced by the leadership of the Board of Trustees and more than 14,000 industry donors. Foundation Trustees and industry professionals have demonstrated a strong commitment to our mission and as we celebrate 20 years of pro bono service, I look forward to working with industry professionals to increase our outreach to those most in need of our services—United States military, victims of natural disasters, those who have suffered from domestic abuse, first-time homeowners and many more,” said Jim Peniston, executive director of the Foundation for Financial Planning. “Pro bono financial planning matters and it allows people to make better financial decisions.” It Matters!

About the Foundation for Financial Planning
The Foundation for Financial Planning, a 501(c) (3) non-profit is the only organization solely devoted to supporting the delivery of pro bono financial planning. Its mission is to help people take control of their financial lives by connecting the financial planning community with people in need. Visit http://www.foundationforfinancialplanning.org for more information and to learn how you can contribute to making a difference in the financial lives of others.

The Foundation for Financial Planning meets its mission daily by connecting financial planners with underserved populations and has helped provide more than 330,000 people with pro bono financial planning. The Foundation has provided more than $5.7 million in grants to local, regional and national nonprofits in support of pro bono financial planning, including providing financial planning resources free of charge to the military and has connected more than 10,500 financial planners with volunteer opportunities. It Matters!

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Dawn Butler

Dawn Butler
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