Print Page | Contact Us
Board of Directors
Share |

2020 Board Of Directors

Nicholas S. Maningas, Sr.

Gateway Mortgage
(610) 263-8719

James McGowan, CFP®
Marshall Financial Group

(610) 657-5414

Benjamin Stucker

Mortgage CS
(267) 391-7425

Bryan Dalesandro, CFP®

Concentus Wealth Advisors

(610) 994-9198
  Brent Zackon, CFP®

RTD Financial Advisors, Inc.


  Cynthia (Cindy) Rosen Axelrod, CFA, MBA
Career Development

Fox School of Business, Temple University

(215) 204-1917
  Thomas Mesko
Professional Alliances

LaSalle University

(215) 740-7904
  Daniel Brady, CFP®, MBA

Planning Capital Management

(215) 709-5100

Brandon Abe, CFP®
Sponsorship Development

Planning Capital Management

(215) 709-5100

  David Emery, CFP®, CDFA™

Marshall Financial Group

(215) 348-9393
  Celeste Revelli, CFP®
Pro Bono

eMoney Advisor

(610) 397-4465
  Allison Masoero, CFP®

Marshall Financial Group

(215) 348-9393

Nandita Das, PhD, CFP®, CFA, MBA
Diversity and Inclusion (Co-Chair)

Das Financial Health

(302) 857-6940


Jocelyn Wright, CFP®, MBA
Diversity and Inclusion (Co-Chair)

The Ascension Group

(215) 554-3451


Michael Hartnett
Study Groups – Regional Director

Ameriprise Financial Services

(610) 897-2800



 Haley Rosa
Marketing/Media Relations/Social Media

Gregory FCA

(610) 228-2805
 Bode Hennigan, MBA

Life Managers & Associates

(484) 433-0055
 Scott Pulsifer, CFP®, CFA
At-Large Director

Junto Wealth

(610) 668-1000
 Catherine Seeber, CFP®, CeFT®
At-Large Director/Liaison For One/FPA Advisory Council

CAPTRUST/Southeast Region
(302) 740-2432
  Chris Stewart
Chapter Administrator

P.O. Box 38
Fairless Hills, PA 19030

Phone: (215) 295-0729
Fax: (215) 295-3652
Cell: (215) 620-4772
  Julie Downs

(484) 680-8334

 About The FPA Philadelphia Tri-state Area Chapter

The Financial Planning Association Philadelphia Tri-State Area (FPA-PTSA) is the not for profit professional association that fosters the value of financial planning and advances the financial planning profession. As one of the 12 largest chapters in the United States, the FPA-PTSA consists of about 650 active members from Southeastern Pennsylvania, Southern New Jersey and Delaware.

FPA Philadelphia Tri-State Area
P.O. Box 38
Fairless Hills, PA 19030
Phone: 215.295.0729 Contact Us