Jason Kley Appointed as 2027 President-elect of Financial Planning Association, Promising Strong Leadership
The Financial Planning Association® (FPA®) has recently made headlines with the announcement of Jason Kley, MBA, CFP®, AIF®, as its 2027 President-elect. This prestigious role, finalizing a one-year term starting January 1, 2027, signifies Kley's profound commitment to the financial planning industry and its evolution.
Jason Kley serves currently as the Vice President and Associate Advisor Group Lead at Sequoia Financial Group located in Minneapolis, Minnesota. His impressive resume features a seamless integration of wealth management services, effectively building lasting partnerships with clients and their families. Having dedicated two years of distinguished service on the FPA Board of Directors, he has undoubtedly paved the way for significant changes and initiatives within the organization.
Dan Galli, the 2026 FPA President, vocalized his confidence in Kley's leadership, stating that the association and the financial planning profession at large would gain substantial benefits from Kley's steady guidance. Galli acknowledged Kley's extensive involvement in his local chapter, FPA of Minnesota, reflecting his passion not just for financial growth, but also for uplifting communities through financial literacy initiatives.
Kley is known for his vigorous advocacy for improving financial literacy, particularly among youth. His dedicated efforts were critical in advancing recent Minnesota legislation that mandates high school students to fulfil a personal finance course before graduation. This initiative showcases his commitment to equipping younger generations with essential tools for financial decision-making. Kley has also lent his expertise to the Minnesota Council on Economic Education and the Jump$tart Coalition, further demonstrating his proactive approach to enhancing financial education.
In addition to his professional pursuits, Kley has been actively involved in his community. His past contributions include serving on the Minneapolis Regional Chamber of Commerce’s DRIVE Emerging Leaders Board and the City of St. Louis Park Police Advisory Commission. His multifaceted roles illustrate his commitment to not only improving financial education but also enhancing community engagement.
As he steps into this leadership role, Kley expressed excitement and determination to advance the mission of the FPA. He aims to further develop and implement strategic initiatives that reinforce community strength, showcasing the significant relationship between financial planning and communal well-being.
Alongside Kley, the FPA Board of Directors has also confirmed Juan G. HernandezAriano, CFP®, as the Treasurer for 2027. HernandezAriano has proven his mettle through substantial community engagement and active participation with various educational and research programs in South America.
The FPA has additionally elected three new board members who will contribute their unique backgrounds and experiences to its leadership team over the upcoming three years. These new members include Judith Brown, MBA, CFP®, CPA; Matt Goren, Ph.D., CFP®; and Michael P. McMeans, CFP®. Each brings a wealth of knowledge and a fresh perspective that aligns with FPA's goal to elevate the financial planning profession globally.
The FPA Board of Directors is tasked with setting the organization's strategic direction and vision. With Kley at the helm along with an expanded board equipped with diverse skills, the organization is poised for considerable success. Over the next few years, the financial planning community can anticipate groundbreaking approaches and effective initiatives designed to support and enhance the profession.
For anyone interested in the inner workings and future of financial planning, Kley’s appointment signals a promising future. The FPA serves as the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER® professionals, striving to deliver practice support, advocacy, and networking opportunities for its members. As Kley takes the lead in 2027, it will be fascinating to see how these initiatives come to fruition and impact the financial landscape.
Jason Kley serves currently as the Vice President and Associate Advisor Group Lead at Sequoia Financial Group located in Minneapolis, Minnesota. His impressive resume features a seamless integration of wealth management services, effectively building lasting partnerships with clients and their families. Having dedicated two years of distinguished service on the FPA Board of Directors, he has undoubtedly paved the way for significant changes and initiatives within the organization.
Dan Galli, the 2026 FPA President, vocalized his confidence in Kley's leadership, stating that the association and the financial planning profession at large would gain substantial benefits from Kley's steady guidance. Galli acknowledged Kley's extensive involvement in his local chapter, FPA of Minnesota, reflecting his passion not just for financial growth, but also for uplifting communities through financial literacy initiatives.
Kley is known for his vigorous advocacy for improving financial literacy, particularly among youth. His dedicated efforts were critical in advancing recent Minnesota legislation that mandates high school students to fulfil a personal finance course before graduation. This initiative showcases his commitment to equipping younger generations with essential tools for financial decision-making. Kley has also lent his expertise to the Minnesota Council on Economic Education and the Jump$tart Coalition, further demonstrating his proactive approach to enhancing financial education.
In addition to his professional pursuits, Kley has been actively involved in his community. His past contributions include serving on the Minneapolis Regional Chamber of Commerce’s DRIVE Emerging Leaders Board and the City of St. Louis Park Police Advisory Commission. His multifaceted roles illustrate his commitment to not only improving financial education but also enhancing community engagement.
As he steps into this leadership role, Kley expressed excitement and determination to advance the mission of the FPA. He aims to further develop and implement strategic initiatives that reinforce community strength, showcasing the significant relationship between financial planning and communal well-being.
Alongside Kley, the FPA Board of Directors has also confirmed Juan G. HernandezAriano, CFP®, as the Treasurer for 2027. HernandezAriano has proven his mettle through substantial community engagement and active participation with various educational and research programs in South America.
The FPA has additionally elected three new board members who will contribute their unique backgrounds and experiences to its leadership team over the upcoming three years. These new members include Judith Brown, MBA, CFP®, CPA; Matt Goren, Ph.D., CFP®; and Michael P. McMeans, CFP®. Each brings a wealth of knowledge and a fresh perspective that aligns with FPA's goal to elevate the financial planning profession globally.
The FPA Board of Directors is tasked with setting the organization's strategic direction and vision. With Kley at the helm along with an expanded board equipped with diverse skills, the organization is poised for considerable success. Over the next few years, the financial planning community can anticipate groundbreaking approaches and effective initiatives designed to support and enhance the profession.
For anyone interested in the inner workings and future of financial planning, Kley’s appointment signals a promising future. The FPA serves as the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER® professionals, striving to deliver practice support, advocacy, and networking opportunities for its members. As Kley takes the lead in 2027, it will be fascinating to see how these initiatives come to fruition and impact the financial landscape.
Topics Financial Services & Investing）
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