Community at All Levels

Opiela, Nancy
December 2000
Journal of Financial Planning;Dec2000 SourceBook 2001, Vol. 13 Issue 12, p50
Academic Journal
This article focuses on the plans of Guy M. Cumbie, financial advisor and president of the Financial Planning Association (FPA) in the U.S., for the organization. What Cumbie has learned from being actively involved in both professional organizations at a pivotal point for the financial planning profession is the value of strong personal relationships. Looking ahead to his term as the FPA president, he identifies his biggest single task as identifying and developing relationships for the FPA. He describes the effort put forth in year one by FPA members as tremendous and is confident that the new organization is well on its way to establishing a foundation strong enough to support and serve the financial planning profession into the future. Working to enhance relationships at the local level will remain a focus for Cumbie. What is relevant in the first several years of any new organization's life is working to make the merger real at the grassroots level as opposed to making it merely an agreement in principle and a legal document. Cumbie has logged plenty of miles in support of his goal of making the FPA merger real at the local level. Highlights include a trip to the Puget Sound Chapter Regional Conference, Success Forum and the October FPA of Minnesota Symposium.


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