Foundation for Financial Planning Names New Chair, Appoints Three New Trustees

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    Scott Kahan, CFP®, Assumes Chair; William C. Anderson, Kian Rafia, and Anthony Svach Join Its Board

    WASHINGTON, D.C.: January 9, 2019 – The Foundation for Financial Planning (FFP), a 501(c)(3) nonprofit charitable organization, announced that Scott Kahan, CFP® has become Chair of its Board of Trustees and that it will welcome three new members to the board this year: William (Bill) Anderson, Chief Compliance Officer at American Funds by Capital Group; Kian Rafia, head of Advisor Solutions at Morningstar; and Anthony Svach, Managing Director at BlackRock.

    “We’re thrilled to welcome Scott to the helm during this exciting time for our organization,” said Jon Dauphiné, FFP’s Chief Executive Officer. “Having been a longtime supporter and trustee, Scott is the perfect leader to help us build on the great momentum around our national programs and grantmaking.”

    “I would also like to thank Kacy Gott, FFP’s outgoing board chair, for his many contributions and thoughtful leadership as we launched our successful Pro Bono for Cancer effort,” noted Dauphiné. Gott will remain on the Foundation’s board and serve on its executive committee.

    Scott Kahan, CFP®, is President and Senior Financial Planner at Financial Asset Management Corp. (FAM), which he launched in 1986 and has grown to include offices in Chappaqua, NY and New York City. Outside of helping clients, Scott has long played an integral role in helping advance the financial planning profession, including serving on the Financial Planning Association’s (FPA) national Board of Directors and as chair for a number of FPA’s education conferences. He has also been a longtime champion of pro bono financial planning for people in crisis or need, as evidenced through his volunteer work with individuals impacted by the 9/11 attacks, as well as his longstanding service on FFP’s Board of Trustees. In 2017, Scott’s dedication to the financial planning community was recognized with FPA’s Heart of Financial Planning Award.

    “I’ve always had a passion for pro bono work, because I believe it’s important that all people – no matter their financial circumstances – can access quality financial advice when they need it most. I’m delighted to have a chance to lead the Foundation as we continue to expand our Pro Bono for Cancer work, which is on track to reach hundreds more cancer patients over the next year, and as we explore other avenues for increasing our impact,” noted Kahan.

    Dauphiné added, “The contributions of our three new trustees will also be invaluable as we enshrine pro bono work into the financial planning profession by establishing and deepening partnerships with key nonprofit and corporate players.”

    William C. Anderson is Chief Compliance Officer at American Funds Distributors, part of Capital Group. Bill has 29 years of industry experience and has been with Capital Group for 14 years. Earlier in his career at Capital, he served as a retirement plan counselor, director of retirement business, director of investment services and director of institutional product management. Prior to joining Capital, Bill held a variety of roles in the financial services industry focused on business management, product development and distribution.

    Kian Rafia is the head of Advisor Solutions for Morningstar, where he is responsible for overseeing products and solutions available to financial advisors and distribution enterprises throughout North America. Kian has over 18 years of experience in wealth management, investment products, distribution, sales, practice management and financial technology. Prior to joining Morningstar, he held positions at Independent Financial Group, Cetera Financial Group, and Lord Abbett & Co. Kian is also the recipient of the Money Management Institute 2012 Advisory Platform of the Year, 2014 Advisory Solutions Firm of the Year, and 2017 WealthManagement.com Broker/Dealer Advisors Service Award.

    Anthony Svach is Managing Director and head of BlackRock’s dedicated Registered Investment Advisor (RIA) Sales Team. He is responsible for the sales and execution strategy for the RIA team and is also Co-Chair of the iShares Global Smart Beta Editorial Board. Prior to joining BlackRock in 2011, Tony held positions at Goldman Sachs Asset Management (GSAM), where he was the National Sales Manager for Bank Channel’s Mid-Market Bank/RIA team, and at Scudder Investments and at Chicago Partnership Board. He has also completed US Army Airborne training and served with the 12th Special Forces Group and 344th Medical Company while in the US Army Reserve from 1988-1994. Tony will be assuming the FFP board seat previously held by BlackRock colleague, Mary Pat Roenbeck.

    The Chair of the Foundation’s Board of Trustees typically serves a two-year term, while the term of a trustee is for a three-year period.

    About the Foundation for Financial Planning

    The Foundation for Financial Planning (FFP) is a 501(c)(3) charitable organization and the nation’s only nonprofit solely devoted to supporting the delivery of pro bono financial planning to vulnerable people, including wounded veterans, domestic violence survivors, people with serious medical diagnoses, and many others. Dedicated to Powering Pro Bono Financial Planning, FFP has provided more than $6.6 million in grants to nonprofits to support financial capability programs, worked with partners to activate more than 15,000 volunteer financial planners to serve their communities, and acted as a leader and catalyst to embed a rich commitment to pro bono across the financial planning profession. Visit FoundationForFinancialPlanning.org to learn more.

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    FOR IMMEDIATE RELEASE
    CONTACT
    Jon Dauphiné, Esq.
    CEO
    202.864.5180