Podcast Center
Video Center
Webcasts
Resource Center
Events
By 
September 18, 2024 at 01:37 PM
The board of directors of the Financial Planning Association has named its current treasurer, Daniel Galli, as its president-elect for 2025. He will take on the president role for 2026.
Galli’s term as president-elect will begin in January, at which time Paul Brahim will move from the president-elect role to become board president for 2025.
The FPA’s announcement cites Galli’s work as a passionate volunteer in the financial planning profession as a key driver of the appointment — along with his professional success in founding and leading the advisory firm Daniel J. Galli & Associates. He’s been on the FPA board for three years.
“Dan Galli has honorably served our profession for many years and in several capacities — nationally and through his home chapter FPA of New England,” the 2024 FPA president, Claudia Kane, said in a statement. “Dan’s leadership has been felt at all levels of the association, and his passion for financial planning is palpable.”
A former public school teacher who began his career in financial services over 30 years ago, Galli focuses on retirement planning for professionals, small-business owners, teachers and others. He is a longtime member of the Financial Planning Association of New England, where he has served as president for two years.
