The latest moves, appointments and personnel changes in North American wealth management.

Financial Planning Association
The Financial Planning Association announced yesterday that Dan Galli (pictured below), CFP ®, who is principal of Daniel J Galli & Associates, has officially started his FPA presidency.

Dan Galli

Galli works with the organization’s national and chapter-based volunteer leaders and FPA chief executive Dennis J Moore. Galli, who began his career teaching at Hatherly School in Massachusetts, has also served as an adjunct instructor in financial planning courses at Northeastern University and Boston University. Today, he is a full-time financial planner.

“When we think about next generation financial planners, they’re not only those fresh out of college but professionals like me who came to love serving people while bettering their financial lives after following a different job path,” Galli said. “As a young profession, financial planning could use all the brilliant ideas it can receive to elevate the profession and ensure that we best serve as many people as possible. We need to help the public understand what financial planning is and how a financial planner can guide them successfully.”

Galli is a member of the Financial Planning Association of New England, where he has served on several committees, the board of directors, and as president for two years.