Past Presidents
 

The Institute for Certified Financial Planners (ICFP) and the International Association for Financial Planning (IAFP) merged to form the Financial Planning Association (FPA) effective January 1, 2000.  The following is the list of Presidents of the Financial Planning Association of Charlotte Chapter since the merger.


2015 - Brandon W. Davis, CFP - The Morehead Group
2014 - David A. Perkins, J.D., CPA, CFP® – Carolina Investment Consulting
2013 - Chia Li Chien, CFP®, CRPC, PMP - Value Growth Institute
2012 - Lynn Davidson, CFP®, CLU - Ameriprise Financial Services 
2010 - 2011 - Diane M. Willis, CFP®, CDFA - Wilshire Financial 
2009 - Ivan C. Roten, CFP® - Associate Professor, Appalachian State University 
2008 - Thomas F. Nichols, Jr., CFP® 
2007 - Cynthia Honaker, CPA, CFP®
2006 - Cynthia L. “Cindy” Anderson, CFP® - Anderson Financial Planning
2005 - David A. Cauble, CFP® - Retired
2004 - Curtis S. “Curt” Heinz, CFP®, ChFC, CLU
2003 - Harry R. Greyard, CFP® - Waddell & Reed
2002 - Charles M. “Marty” Moore, CFP® - Carroll Financial Associates
2001 - Marcia A. Grier, CFP® - Marcia A. Grier, & Company
2000 - Randall E “Randy” White, CFP®, CRPC, CMFC - TriCapital Financial Group