Evelyn M. Zohlen, president of Inspired Financial in Huntington Beach, Calif., has taken over as president of the Financial Planning Association to the organization through its transition to a more centralized forum for advisors.
Zohlen, who assumed the presidency Jan 1, served as president elect in 2018 and helped design the new FPA business model, which will transform it to a more centralized organization.
Zohlen served as an adjunct professor in the Personal Financial Planning Program at the University of California at Irvine and serves on the Advisory Board for the Center for Investment and Wealth Management at UCI. She has held numerous local, regional and national FPA volunteer positions, including president of the FPA of Orange County and chair of the FPA of California.
“It’s an exciting time for FPA as we embark on the new OneFPA Network vision to create an association that continues to thrive in the future. I am honored to be a part of a transformative change that will ultimately better serve our members, volunteer leaders and our profession,” Zohlen said.
Zohlen is a former intelligence officer in the United States Air Force. Her firm focuses on helping women and their families make financial money decisions to secure their financial futures. Prior to founding Inspired Financial, she was a relationship manager for The Vanguard Group and served as an adviser for clients with retirement plan assets ranging from $175 million to $500 million.
FPA, which has 23,000 advisor members, in November announced a reorganization plan to centrally orient the 86 individual chapters and move the administrative and technology responsibilities to the Denver headquarters. The new organizational plans are expected to be in place by 2020.