FPA Residency Program 2020
June 12 - 17 | October 23 - 28
Hyatt Regency Aurora-Denver Conference Center
|
An Interactive Learning Experience with Individualized Feedback from Mentors
FPA Residency: 
- Focuses on the client-centered nature of the financial planning engagement, building a trusted relationship with clients through heightened communication skills, and demonstrating a commitment to putting the interest of clients before their own.
- Creates an interactive learning experience using three progressive case studies. Residents role play real life scenarios with clients and receive in-the-moment, individualized feedback from the experienced and prominent financial planners who serve as mentors.
- Translates technical financial knowledge into a competency and wisdom for benefit of the client. This is the art of financial planning, a subtle but high-level skill that requires financial planners to fine tune their listening skills to craft a life plan that resonates and reflects the clients’ true vision, and articulates the
path to get there. - Builds a community of passionate and new-to-the-professionals CFP® professionals
that support each other, and the development of the next generation of financial planners.
The Week at a Glance 
After the welcome and orientation session, residents are assigned to their teams and dive into the case-study work that is at the core of the program. As the week progresses, the teams study and unpack the financial and personal issues facing the clients in the case studies as they move through the clients’ lives towards retirement.
Starting with case study one, residents review clients’ facts and profiles, develop pertinent client questions, and collaborate to devise relevant case solutions and presentations. When not working in teams, residents role play with mentors to practice the client discovery and meeting process. They practice questioning techniques and visual presentation skills each day, and receive specific and robust feedback from mentors.
After advancing through three case studies, the teams show their hard-earned wisdom and confidence during the final day of the program by presenting a comprehensive financial plan to their clients. The program closes with a graduation ceremony where residents and mentors celebrate and reflect on the tremendous growth they experienced with their team and mentor throughout the week.
A Typical Day
"I came over from Hawaii and run my own practice there.
My team was so great! I feel like we are a family.
I came here wanting to think like a financial planner.
Now I know I need to focus on having
the heart of a financial planner."
- Jim, 2017 FPA Residency resident
June 2020 Dean
.jpg)
Jonathan Guyton, CFP®, Principal of Cornerstone Wealth Advisors, Inc. in Minneapolis, is recognized as a thought leader in the financial planning profession for his holistic work in the art and science of retirement planning. His specialties include retirement income planning and investment management with an emphasis on asset distribution and income tax planning. Guyton has served in the FPA Residency program as a mentor since 2003, as a dean for nearly a decade and is also a retirement planning columnist for the Journal of Financial Planning. He is also an expert panelist on retirement for the Wall Street Journal and was named one of ’15 Transformational Advisors’ of the past twenty years in 2013 by the readers of Investment News. He is regularly quoted in the New York Times, USA Today, Forbes, Business Week, Research, and Kiplinger’s Personal Finance.
June 2020 Mentors
H. Jude Boudreaux, CFP®, is a partner and senior financial planner with The Planning Center, and is an active member in the financial planning community, passionate about creating career paths for those entering the profession. He is a member of the CNBC Financial Advisor council, a group of 20 selected advisers to provide content for CNBC on personal financial planning. He has served as president of NexGen president (2009) and chair (2010) for NexGen, the FPA’s community for financial planners under the age of 36 years old. He has been quoted in numerous consumer and trade publications over his 17-year career, including the New York Times, Wall Street Journal, Journal of Financial Planning, Money Magazine, and The Times-Picayune, to name a few. In addition, he was named to the Investment News “40 Under 40” class of 2015.
Gregg Clarke, CFP®, is founder of Meritas Wealth Management, LLC and has been a financial adviser since 1990. He has a passion for comprehensive financial planning services with an emphasis on goal setting, investments, asset allocation, and retirement planning. Gregg also works with many clients in the area of employee stock option planning. Gregg is a CERTIFIED FINANCIAL PLANNER™, and has an MBA in financial llanning from Golden Gate University. Gregg’s undergraduate degree is in Mechanical Engineering from the University of California at Davis.Gregg is past President of FPA of San Francisco.s a partner and senior financial planner with The Planning Center.
Sabrina Lowell, CFP®, was part of the inaugural Investment News 40 under 40 list in 2014 and is a recipient of the FPA Heart of Financial Planning Award. She chaired the FPA Annual Conference (2013). She chaired the FPA NorCal Conference (2010, 2011), served on the Consumer Advisory Group and the Professional Development Advisory Group task forces. Lowell has been quoted in The Wall Street Journal’s Smart Money Magazine, The Wall Street Journal’s Voices, CNNMoney.com, CFAInstitute.com, Talking Money with Jean Chatzky, Dow Jones News Wire, Money Magazine, Financial Planning Magazine, Investment News, AdvisorMax.com, Today’s Advisor, Investment Advisor and the Journal of Financial Planning. She received her BA from Principia College, and holds a Certificate in Personal Financial Planning from the UC Berkeley Personal Financial Planning Program.
Lauren Stansell, CFP®, earned an honors B.S. in Economics, summa cum laude, from Virginia Tech in May 2012. She earned her second honors bachelor's degree in Finance, summa cum laude, from Virginia Tech's CFP® Certification Education Track, a CFP Board-Registered program in December 2012. She co-founded FPA's student chapter at Virginia Tech and was the first president of the organization. In the first year of its existence, the chapter grew to more than 70 students, making it the largest student chapter in the country. Stansell enjoys engaging with the next generation of financial planners. She served as the co-director of NexGen for the FPA of the National Capital Area. She is a graduate of FPA Residency Program.
Jon Yankee, MBA, CFP®, founded FJY Financial in January of 2006 with Marjorie Fox and Dan Joss. In addition to his duties as a partner and senior financial adviser, he is chief executive officer who leads the strategic direction of the firm, and the development and implementation of its well-known human capital strategy. For the second year in a row, Jon was named the top vote-getter for fee-only financial planning in Washingtonian magazine’s list of “Top Financial Advisors”. He was also recently named a finalist for the SmartCEO Washington 2015 Money Manager Awards. In the spring of 2013, FPA of National Capital Area named him “Planner of the Year”. In addition, from 2012-2015, Jon has been named by Northern Virginia magazine in its “Top Financial Professionals” editions under the category of Investment management. FJY Financial was named the sixth “Best Place to Work” by Washington Business Journal in May of 2013.
________________________________________________________________________________________________________________________
October 2020 Dean
Dave Yeske, CFP®, DBA, holds a doctorate in finance from Golden Gate University, as well as an MA in Economics and a BS in applied economics from the University of San Francisco. He has been practicing financial planning since 1990. Yeske is a past chair of the Financial Planning Association and is the current practitioner editor of the Journal of Financial Planning. He previously chaired the FPA PAC, Research Center Team and Academic Advisory Council. He is also a long-time mentor and now dean in the FPA Residency Program. Yeske received the FPA Heart of Financial Planning award in 2012. He holds an appointment as distinguished adjunct professor in Golden Gate University's Ageno School of Business, where he has taught for over 20 years and is director of the University's financial planning program, home of the first ever MS in Financial Planning degree since 1980.
October 2020 Mentors - Check back soon
_______________________________________________________________________________________
October 2019 Dean
Kyra Morris, CFP®, EA, began her financial planning career in 1983 and founded Morris Financial Concepts in 1987. Morris seeks to enrich clients lives by using her experience and skills in wealth and investment management. She is one of the founders of the SC Society for the Institute of Certified Financial Planners in 1985. She has served in a national position on the board of the Institute of Certified Financial Planners, and the CFP Board of Standards, Inc. Morris has been named six times by Worth Magazine, Mutual Fund Magazine and Bloomberg Wealth Management as one of the top financial planners in the country. In addition, Dow Jones Investment Advisor featured her on their cover, and Financial Planning Magazine named her one of the "Movers and Shakers" in the profession.
October 2019 Mentors
Diane Bourdo, CFP®, joined The Humphreys Group in 1989, became a Principal in 1993, and have been President since 2005. Bourdo is particularly passionate about helping women get smarter about money and strongly believes in a culture of continuous learning – whether that applies to investment strategies, new financial planning opportunities or strengthening our team. As a member of the Financial Women of San Francisco, she is actively involved in its scholarship committee, and interviewing female undergraduate and graduate students who are interested in careers in finance. A member of FPA, she participates on the pro bono committee that provides financial planning to underserved communities.
Sandi Bragar, CFP®, is a member of FPA and has served on the programs task force for the organization’s annual national conference and as a mentor in the Financial Planning Association’s Residency Program. She has also been an instructor for the Certificate Program in the Personal Financial Planning Program at the University of California-Berkeley. Bragar has been frequently quoted in the media, in publications such as Barron’s, CNBC, Bloomberg TV, Fox Business News, USA Today, The Chicago Tribune, San Francisco Chronicle and ABC7/KGO-TV. She has been featured as one of Barron's Top 100 Independent Financial Advisors in 2012 and 2013.
Richard Busillo, CFP®, is Chairman and CEO of RTD Financial Advisors, Inc. Busillo joined RTD in 1986 and provides financial planning and investment advisory services to business owners, professionals and retirement plan sponsors. Prior to joining RTD, he was a Regional Manager with CPI Pension Services, Inc., a national pension consulting firm. A CERTIFIED FINANCIAL PLANNER™ practitioner, Busillo is a graduate of Thomas Edison State University and completed the CFP professional Education program with the College for Financial Planning. He has also earned the ACCREDITED INVESTMENT FIDUCIARY® designation awarded by the Center for Fiduciary Studies and the RETIREMENT PLANS ASSOCIATE designation awarded by the International Foundation of Employee Benefit Plans and the Wharton School of the University of Pennsylvania.
Jonathan Guyton, CFP®, Principal of Cornerstone Wealth Advisors, Inc. in Minneapolis, is recognized as a thought leader in the financial planning profession for his holistic work in the art and science of retirement planning. His specialties include retirement income planning and investment management with an emphasis on asset distribution and income tax planning. Guyton has served in the FPA Residency program as a mentor since 2003, as a dean for nearly a decade and is also a retirement planning columnist for the Journal of Financial Planning. He is also an expert panelist on retirement for the Wall Street Journal and was named one of ’15 Transformational Advisors’ of the past twenty years in 2013 by the readers of Investment News. He is regularly quoted in the New York Times, USA Today, Forbes, Business Week, Research, and Kiplinger’s Personal Finance.
Cheryl R. Holland, CFP®, CFBA, is president and founder of Abacus Planning Group, Inc., a wealth management firm with $1,100,000 in assets under management. Holland is a graduate of Bryn Mawr College with a degree in Economics. She is a dedicated volunteer in her community and is currently a member of the American Bible Society Board (Chair, Investment Committee), Bryn Mawr College Board of Trustees (former Chair, Investment Committee), Clemson University Foundation Board (Vice-Chair, Investment Committee), American Red Cross Tiffany Circle (Chair, SC Midlands), and the Institute for the Fiduciary Standard, Chairman’s Council.
