James Lee is now president of the Financial Planning Association, the organization announced Thursday.
Lee will "collaborate with other national volunteer leaders and the association's CEO [Patrick D. Mahoney] to advance FPA's strategic priorities," the group says. One of the FPA's main goals is the legal recognition of the "financial planner" title through title protection, which it explained last year.
"FPA believes financial planning is a noble profession worthy of recognition and legal protection. Anyone representing themselves as a financial planner must be qualified to provide these critical services," Lee said in a statement. "I'm looking forward to working with my fellow volunteer leaders throughout the FPA ecosystem to move this long-term advocacy goal forward this year and in the years to come."
