Longtime FPA Leader Announces Retirement Date

CEO Tuttle to step down in May 2014

DENVER, CO - May 7, 2012 – The Financial Planning Association’s CEO/Executive Director Marvin W. Tuttle, Jr. CAE announced his retirement at FPA Retreat and said he would step down from his role two years from now on May 31, 2014.

Tuttle was named to FPA’s top position in January 2004. He began his career with the organization in 1983 when he joined the Institute of Certified Financial Planners (ICFP), one of the two groups that merged to form FPA in 2000. Over the years, Tuttle held a variety of positions at ICFP and FPA in communications, marketing and as publisher/editor of the flagship Journal of Financial Planning.

In 2011, FPA conducted an in-depth organizational review that focused on governance, strategic priorities and leadership structure, including succession planning. As part of this process, the FPA Board unanimously approved an extension to Tuttle’s contract, extending his tenure to 2014. The extension put his total service to the organization at 31 years which he felt was an important milestone. “It’s been a tremendous experience with FPA and I am amazed that more than three decades will have passed when I leave,” said Tuttle. “To be a part of so many meaningful moments at the organization, and watch the growth of a profession I love, will have no equal in my career.”

Tuttle is widely respected as one of the key individuals who has helped transform the financial planning profession and solidify its largest membership organization. He was instrumental in the development of countless programs at FPA, as well as the group’s winning lawsuit against the Securities and Exchange Commission that overturned the broker-dealer rule in 2007.

Due to the intrinsic and far-reaching influence Tuttle has had at FPA and across the financial planning community, it was important that a long lead time was incorporated prior to his departure. The FPA Board is scheduled to start the search for Tuttle’s replacement in late 2012/early 2013.

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