Foundation for Financial Planning Names Jon Dauphiné Executive Director and Announces Relocation to Nation's Capital

Dauphiné to Lead Foundation's Transition to the Nation's Capital and Drive the Mission to provide Pro Bono Financial Planning to Underserved Populations

Dec 02, 2015, 09:28 ET from Foundation for Financial Planning

ATLANTA, Dec. 2, 2015 /PRNewswire-USNewswire/ -- The Foundation for Financial Planning, an organization solely focused on pro bono financial planning, announced today that it has named Jon Dauphiné as its Executive Director, effective January 1, 2016. He replaces Jim Peniston, who is retiring after 13 years of service. The Foundation also announced that it will be relocating its headquarters to Washington, DC.

Mr. Dauphiné, a graduate of Harvard Law School, cum laude, comes to the Foundation for Financial Planning with a deep understanding of the non-profit world and helping the underserved. Previously, Dauphiné served 15 years at AARP, an organization with over 37 million members, the last eight years as its Senior Vice President of Education and Outreach. In that role, Dauphiné led the Association's consumer and stakeholder programs, including key initiatives related to financial capability, retirement planning and employment. Prior to that, Dauphiné led the development of AARP strategies related to economic issues, with a special focus on helping millions of low- and moderate-income people achieve lifelong financial security.

"The Board of Trustees sought a combination of exceptional leadership and experience that would take the organization to the next level in its development. Jon Dauphiné provides that and more," said Bernie Clark, Chair of the Foundation for Financial Planning's Board of Trustees.

"Jon's tremendous expertise and vision will contribute greatly to the Foundation and those it serves as the organization approaches this exciting juncture in its 20-year history," said Elissa Buie, Past Chair of the Foundation for Financial Planning. "He also has experience working with the CFP Board and the Financial Planning Association (FPA), two important partners of the Foundation."

Mr. Dauphiné becomes only the second Executive Director in the Foundation's history, following Jim Peniston. "The Board would like to express its gratitude to Jim Peniston," said Chair Bernie Clark, "for his leadership in transforming an idea into an organization that has already supported the delivery of pro bono financial planning to over 350,000 people in need."

In his new role, Mr. Dauphiné will strengthen ties to the Foundation's partner organizations and take an active role in fundraising efforts.

"When people are struggling or in a financial crisis, often the help of a caring professional can make all the difference. I am looking forward to working in partnership with the Board of the Foundation for Financial Planning to build on its wonderful legacy of delivering this service pro bono to those most in need, I'm excited by the opportunity to scale and enrich an organization with such a compelling purpose," said Mr. Dauphiné.

As the financial planning profession's Foundation, and with the support of more than 13,000 individual financial advisors, the Foundation is instrumental in the delivery of financial planning to those in need -- including military families, survivors of domestic abuse, first time homebuyers, chronic disease survivors and many more.

The Foundation for Financial Planning also announced that it would transition its operations from Atlanta to Washington, DC. Washington is home to many key national associations and nonprofits that assist underserved people and the Foundation will be fostering new partnerships and relationships to grow its scale and impact. During the next six months, the organization will remain fully operational through the transition to Washington, D.C. from Atlanta, GA.

About the Foundation for Financial Planning

The Foundation for Financial Planning, a 501(c) (3) non-profit, is the only organization solely devoted to supporting the delivery of pro bono financial planning. Its mission is to help people take control of their financial lives by connecting the financial planning community with people in need.

Visit for more information and to learn how you can contribute to making a difference in the financial lives of others.

The Foundation for Financial Planning meets its mission daily by connecting financial planners with underserved populations and has helped provide more than 350,000 people with pro bono financial planning. The Foundation has provided more than $5.7 million in grants to local, regional and national nonprofits in support of pro bono financial planning, including providing financial planning resources free of charge to the military, and has connected more than 13,000 financial planners with volunteer opportunities. It Matters!


SOURCE Foundation for Financial Planning