FPA Elects Future President, Board Members
Daniel Galli will head the organization in 2026, taking over from Paul Brahim.
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.
“I am honored and humbled to have been chosen to help lead FPA into the future,” Galli said. “Through our members and chapters, we represent the financial planning profession to the public and help define the unique features and benefits of financial planning to the public.”
Other key appointments include Russell Clifford becoming the 2025 treasurer.
New 2025 board members include Crystal Alford-Cooper, vice president of planning at Law & Associates; Mychal Eagleson, president and financial planner at Teach Plan Retire; Jack Heintzelman, financial planner with Boston Wealth Strategies; Juan Hernandez-Ariano, principal of WealthCreate Financial; and Jason Kley, senior integrated wealth advisor and director of operational excellence at Carlson Capital Management.
“Crystal, Mychal, Jack, Juan, and Jason are dedicated volunteer leaders who have each had a tremendous impact on FPA and within their communities,” Kane said. “I look forward to seeing their impact on our association in the years ahead.”
Pictured: Daniel Galli