FINANCIAL PLANNING ASSOCIATION OF CONNECTICUT INC
EIN 20-0995386 · Chambers of Commerce & Business Leagues (S41)
What they do
THE ORGANIZATION HOLDS VARIOUS EDUCATIONAL SEMINARS THROUGHOUT THE YEAR for THE BENEFIT of ITS MEMBERS. THIS INCLUDES A FULL DAY ANNUAL CONFERENCE OFFERING CFP, and THE OPPORTUNITY to CONNECT WITH OTHER PARTNER FIRMS PROVIDING SERVICES NEEDED to SUPPORT A MEMBERS PRACTICE. IN ADDITION, THE ORGANIZATION PROVIDES HALF-DAY INVESTMENT and PRACTICE MANAGEMENT CONFERENCES, and AN ANNUAL ETHICS COURSE. REGULAR MEETINGS ARE HELD to PROVIDE EDUCATIONAL OPPORTUNITIES for MEMBERS. THESE ARE IN THE FORM of ROUND TABLE DISCUSSIONS WITH PEERS. AN ANNUAL HOLIDAY GATHERING for MEMBERS and VARIOUS COMMUNITY EVENTS ARE ALSO OFFERED to THE GENERAL PUBLIC. AN ANNUAL SCHOLARSHIP is ALSO AWARDED ANNUALLY for COLLEGE BOUND HIGH SCHOOL SENIORS.
Should I give to this charity?
Basic public information is available, but it is not enough to judge how well donations are used. Ask the charity for a current spending breakdown and results.
Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.
Basic facts we verified
IRS warning checkNo IRS revocation warning appears in this data.
Money report from 2025The charity has a recent tax report to read.
They explain their jobThe charity tells us what it is trying to do.
They name their leaders4 people are listed in the latest report.
You can reach themThey list contact information, so you can ask questions.
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Financial picture
A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.
Money in and money out
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Leadership and board
Names, titles, time, and compensation below are reported by the organization on its Form 990.
No compensation was reported for these leaders. The complete board and leadership roster is shown below.
Board and leadership roster (4)
ANN MARIE OCONE CFPSECRETARY
CHRISTOPHER LEE CFPPRESIDENT
LAURA SUNDQUISTTREASURER
SALIM PIERRE BOUTAGY CFP CPWACHAIRMAN
About this charity
- Recognized since
- January 2000
- Location
- 175 S END RD UNIT A2, EAST HAVEN, CT 06512-4555
- County
- New Haven
- In care of
- % JACLYN FARNHAM
- Primary officer
- LAURA SUNDQUIST, TREASURER
How to reach them
Filing and classification
- Latest tax year
- 2025
- Tax period began
- January 1, 2025
- Return type
- 990EZ
- Tax preparer
- HOISL CONSULTING LLC
- NTEE classification
- Chambers of Commerce & Business Leagues (S41)
- IRS tax category
- Chambers of Commerce & Business Leagues