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FINANCIAL PLANNING ASSOCIATION OF LI INC
WEST HEMPSTEAD, NY · EIN 113544100 · Form 990EZ · FY2024 · Micro (<$100K) · fpali.org
revenue
$66K
expenses
$83K
net assets
$48K
employees
—
mission · from form 990

THE FPA OF LONG ISLAND CHAPTER, THROUGH ITS PROGRAM MEETINGS AND ANNUAL SYMPOSIUM PROVIDES AN EDUCATIONAL AND NETWORKING FORUM FOR PROFESSIONAL FINANCIAL PLANNERS SO THEY MAY PROVIDE THE HIGHEST LEVEL OF SERVICE TO THEIR CLIENTS.WE PROMOTE ACTIVITIES ON LONG ISLAND TO BENEFIT THE FINANCIAL PLANNING PROFESSION, OUR MEMBERS AND THE GENERAL PUBLIC.THE LONG ISLAND CHAPTER WILL CONTINUE TO BUILD AND RETAIN A GROWING MEMBERSHIP WITH ASHARED VISION.

profile · synthesized from sources

Professional association serving financial planners in Nassau and Suffolk Counties, New York. Provides educational forums, networking opportunities, and professional development through chapter meetings, an annual symposium, and specialized programs for early-career planners. Promotes high standards in financial planning and supports members in delivering quality service to clients.

named programs · 5 · from sources

What they call their work

Annual Symposium and Exhibition
Major educational and networking event featuring industry leaders, peer discussions, and corporate partners
CFP Board Ethics Program
Annual event fulfilling CFP® Board ethics continuing education requirements for certified planners
NexGen
Initiative for early-career financial planners offering tailored resources, learning opportunities, and networking events
Pro Bono Program
Connects volunteer financial planners with low-income individuals needing financial guidance
Women in Finance
Program promoting networking and professional development for female financial planners through member spotlights and roundtable discussions
activities · 7 groups

What they do

  • Professional Networking Events 2 activities
    • Facilitate peer-to-peer learning and professional question exchange among members
      Hosts forums and platforms for financial planners to submit specific practice-related questions for peer review, provides access to past symposium presentations and journals, and supports collaborative learning on topics such as financial regulations, divorce-related asset division, and industry trends.
    • Host educational and networking events for financial planners
      Organizes program meetings, roundtables, and an annual symposium featuring expert presentations, peer-to-peer learning, and discussions with corporate partners to support professional development among financial planners. Includes in-person and virtual events such as the Mini Symposium and Collaborative Symposium co-hosted with other FPA chapters.
  • Policy Advocacy & Research 1 activity
    • Advocate on financial planning issues with government officials
      Organizes annual advocacy trips to New York City, Albany, and Washington D.C., where members meet with local, state, and federal representatives to discuss legislative issues affecting financial planning. Also hosts seminars with politicians on current financial matters.
  • Financial Literacy Education Programs 1 activity
    • Deliver free financial planning services to underserved populations
      Provides pro bono financial planning services to individuals and families who cannot afford or access professional financial advice, including targeted initiatives such as virtual 'COVID-19 Financial First Aid' presentations delivered in partnership with local officials.
  • Member-Exclusive Resource Access 1 activity
    • Maintain member resources and organizational infrastructure
      Provides members with access to a current membership directory, historical event registration records, payment summaries, and archived symposium materials to support ongoing professional engagement and administrative continuity.
  • Professional Certification and Continuing Education 1 activity
    • Provide continuing education and ethics certification programs for CFP® professionals
      Offers annual educational programs and resources specifically designed to help financial planners meet CFP® Board ethics certification requirements, including dedicated ethics training sessions and symposium content that fulfills continuing education obligations.
  • Women's Leadership & Career Advancement Networks 1 activity
    • Support career advancement and inclusion of women in financial planning
      Runs the Women in Finance program, which includes roundtable discussions, member spotlights, mentoring, networking events, and social gatherings to support female financial planners and attract new members to the profession.
  • Mentorship and Professional Development Programs 1 activity
    • Support early-career financial planners through dedicated programming
      Launched and maintains the Next Generation Planner initiative, initially as an app-based publication and later as a featured section in the Journal of Financial Planning, to provide resources and support for early-career professionals entering the field.
financials · form 990EZ · fy2024
revenue
Total revenue$66K
Contributions & grants——
Program service revenue$50K75%
Investment income$320%
Other revenue—
expenses
Total expenses$83K
Program expenses—
Admin / overhead—
Fundraising—
Salaries & benefits$50K
Grants paid out—
balance sheet
Total assets$48K
Cash—
Investments—
Liabilities—
Net assets$48K
5 years on record · 2020–2024 · YoY revenue -10.3%
leadership · form 990 part vii · fy2024

Who runs it

board members · 6
  • DONNA LASCALA — CHAIRMAN OF THE BOARD
  • LAWRENCE SANGIRARDI — DIRECTOR OF PROGRAMS
  • MITCHELL GOLDBERG — DIRECTOR OF SOCIAL MEDIA
  • PETER CRAIG — DIRECTOR OF NEXGEN
  • STEPHEN CONROY — DIRECTOR OF MEMBERSHIP
  • SUSAN QUIGLEY — DIRECTOR OF ADVOCACY
relationships · 49

Who they work with

  • 4 Thought Financial Group Partner — Platinum sponsor supporting FPA Long Island events and programs.
  • AP Blue Partner — Symposium lunch sponsor for FPA Long Island events
  • APS Pension Partner — Gold sponsor of FPA Long Island events
  • Allianz Partner — Gold sponsor of FPA Long Island events
  • Aquila Partner — Symposium Journal sponsor for FPA Long Island events
  • Center for Wealth Preservation Partner — Symposium Journal sponsor for FPA Long Island events
  • Concetta G. Spirio Partner — Symposium Journal sponsor for FPA Long Island events
  • Crump Partner — Symposium Journal sponsor for FPA Long Island events
  • David Okrent Partner — Symposium Journal sponsor for FPA Long Island events
  • Divorce & Co Partner — Gold sponsor of FPA Long Island events
  • Donna LaScala Partner — Member who provided a response on marital asset division in divorce planning.
  • ENCORE Partner — Symposium Journal sponsor for FPA Long Island events
  • Elissa A. Weick Partner — Chapter Executive responsible for managing chapter operations and communications.
  • Ensura Group Partner — Platinum sponsor supporting FPA Long Island events and programs.
  • FGG Partner — Happy Hour sponsor for FPA Long Island events
  • FPA (Financial Planning Association) Network — Member chapter of the national Financial Planning Association, participating in coordinated advocacy efforts.
  • FPA Connecticut Partner — Collaborates on the FPA Collaborative Symposium.
  • FPA Connecticut Partner — Collaborates on the FPA Northeast Symposium and other regional events.
  • FPA Greater Hudson Valley Partner — Collaborates on the FPA Collaborative Symposium.
  • FPA Greater Hudson Valley Partner — Collaborates on the FPA Northeast Symposium and other regional events.
  • FPA Metro NY Partner — Collaborates on the FPA Collaborative Symposium.
  • FPA Metro NY Partner — Collaborates on the FPA Northeast Symposium and other regional events.
  • FPA New Jersey Partner — Collaborates on the FPA Collaborative Symposium.
  • FPA New Jersey Partner — Collaborates on the FPA Northeast Symposium and other regional events.
  • FPA Philadelphia Tri-State Partner — Collaborates on the FPA Collaborative Symposium.
  • FPA Philadelphia Tri-State Partner — Collaborates on the FPA Northeast Symposium and other regional events.
  • Feldman Kramer Monaco Partner — Symposium Journal sponsor for FPA Long Island events
  • HC Partner — Symposium Journal sponsor for FPA Long Island events
  • Hilton Capital Management Partner — Gold sponsor of FPA Long Island events
  • Invesco Partner — Platinum sponsor of FPA Long Island events
+ 19 more
strategies · 5

How they approach the work

Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.

  • Career-Stage-Specific Support
    methodology: career_stage_support
    By tailoring resources to the distinct needs of early-career financial planners, the organization improves retention and competence because targeted support addresses unique challenges at critical inflection points in professional development.
  • Collective Advocacy for Systemic Change
    methodology: collective_advocacy
    By uniting members in coordinated advocacy efforts, the organization drives policy change in the financial planning profession because collective action amplifies individual voices and increases influence with regulators and lawmakers.
  • Fiduciary Standards as Client-Centered Practice
    methodology: fiduciary_standards
    By adhering to a fiduciary standard that prioritizes client interests, transparency, and ethics, the organization improves trust and service quality in financial planning because placing clients first aligns advice with actual needs and reduces conflicts of interest.
  • Peer-Powered Professional Development
    methodology: peer_powered_learning
    By combining peer-to-peer learning, networking, and mentorship, the organization enhances professional growth and service quality among financial planners because shared experience and community engagement deepen practice knowledge and retention more effectively than top-down training alone.
  • Pro Bono Service as Financial Inclusion
    methodology: pro_bono_service_delivery
    By connecting volunteer financial planners with underserved individuals, the organization increases access to critical financial expertise because direct service removes cost barriers and builds financial resilience in vulnerable populations.