Foundation for Financial Planning Appoints Two Trustees

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Scott Kahan, CFP® and Laura Tarbox, CFP® Join the Foundation’s Board

“Support of the delivery of pro bono financial planning is needed and we are grateful for the leadership and expertise of our trustees,” 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: Scott M. Kahan, CFP® founder and President managing member of the Financial Management Asset Corporation and Laura Tarbox, CFP® founder and President of the The Tarbox Group, Inc.

“We welcome Scott M. Kahan and Laura Tarbox to the Board of Trustees. They are respected leaders and mentors who bring the vision and focus with which they have led their respective firms for many years. The insights they bring as a result of their rich and diverse bodies of experience will help strengthen our work to expand financial planning to the underserved,” said Jon Dauphiné, executive director of the Foundation for Financial Planning.

The newly elected Trustees will join other profession and industry leaders to enhance and expand the Foundation’s mission of helping people take control of their financial lives by connecting the financial planning community with people in need. “We know our support of the delivery of pro bono financial planning is greatly needed, and we are grateful for the leadership and expertise of our trustees. The addition of Scott and Laura will bring the Foundation’s board to sixteen members and help expand our support of the delivery of financial planning to military families, people with life-threatening medical diagnoses and others,” said Bernie Clark, Foundation Chair.

Scott has committed a substantial amount of time to advance the financial planning profession. As an active member of the Financial Planning Association (FPA), Scott served on the National Board of Directors from 1997-2001. He has continued his involvement with FPA by chairing a number of FPA’s educational conferences as well as serving on the Leadership Development Committee and Practitioner Advisory Council. He currently serves on the Past President’s Council for FPA of New York. He is also a member of the Editorial Advisory Board for the Journal of Financial Planning.

Laura has been sought after to serve on professional boards throughout her career. She is currently a member of the TD Ameritrade Advisory Board; has served as a Director on the National Board of the Institute of Certified Financial Planners, and is a past President of the Orange County Society of the ICFP. Laura served on the Charles Schwab Institutional Advisory Board and the Certified Financial Planner Board of Standards’ Board of Examiners. Laura has played a leadership role in financial education and taught investment, financial planning, and insurance classes in a variety of programs. Laura is a California Licensed Professional Fiduciary and a private trustee on several trusts.

The Foundation believes in the power of financial planning and with the support of industry professionals it is positioned to substantially increase its outreach to the underserved.

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Dawn Butler

Jon Dauphiné
since: 05/2013
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