FINANCIAL PLANNING ASSOCIATION OF HAMPTON ROADS - Key Persons
Job Titles:
- Chief Communications Officer
- Member of the OneFPA Advisory Council Executive Committee
- Communications and Public Relations
- S Chief Communications Officer
Ben Lewis, FPA's Chief Communications Officer, is standing by and ready to help you in your reporting.
Job Titles:
- Director of Digital Planning at Fidelity Investments
Revelli currently serves as Director of Digital Planning at Fidelity Investments, where she focuses on AI-enabled financial planning strategy to integrate and enhance AI and optimization capabilities for the digital financial planning experiences used by Personal Investing clients and advisers.
Revelli has been in the financial services industry since 2009 when she started her career as a registered adviser with a broker-dealer. She went on to spend over a decade at eMoney Advisor, a market-leading financial planning technology platform for financial professionals, where she led and built advanced planning, financial education, and financial wellness programs as Director of Financial Planning.
Revelli received her bachelor's degree in communications and marketing from Loyola University -Maryland and a Certificate in Financial Planning from Boston University. She is a CERTIFIED FINANCIAL PLANNER™ professional, a Behavioral Finance Advisor (BFA™), a Certified Financial Education Instructor (CFEI), and an Agile-certified product professional. She is pursuing her MBA from Creighton University, specializing in financial psychology and behavioral finance.
Revelli dedicates time to serving her community in pro bono financial planning and financial literacy events for underserved clients. She also serves the profession by supporting next-generation planners, diversity and inclusion efforts, and exam and technology committees for CFP Board. She currently resides in Philadelphia with her husband and her son.
Job Titles:
- Managing Director
- Diversity & Inclusion
Job Titles:
- Financial Adviser
- Member of the OneFPA Advisory Council Executive Committee
- Director of Advocacy for the FPA of Northern California
Kane has been a financial adviser since 1985, when she started her career with Merrill Lynch. As an independent advisor with Raymond James Financial Services and a Certified Divorce Financial Analyst (CDFA®), Kane specializes in helping clients improve their financial future as they transition through divorce.
Kane has served as the Director of Advocacy for the FPA of Northern California, and sat on the FPA of California - a coalition of FPA chapters in California. Kane previously served on the Board of Investments and Wealth Institute (formerly IMCA) and has served in a variety of community leadership positions, currently serving as President for Court Appointed Special Advocates (CASA) of El Dorado County.
Job Titles:
- CERTIFIED FINANCIAL PLANNER
Crystal Alford-Cooper, CFP®, CDFA™, CRC®, currently serves on the board of directors for the Financial Planning Association® (FPA®), the leading membership organization for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process.
Always interested as a child in saving and investments, Alford-Cooper recently rejoined Law & Associates Wealth Management and Planning as Director of Financial Planning after previously being with the firm for almost 20 years. She loves talking to everyone and likes to say that she has "no sense of stranger danger." Her appreciation for others, blended with her lifelong passion for financial wellness, has made helping others forge a path to a sound financial future a way of life for Alford-Cooper.
Alford-Cooper has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 1996; having graduated from the College of Financial Planning's CFP® program. She is also a Certified Divorce Financial Analyst (CDFA®) and a Certified Retirement Counselor (CRC®). She is a registered representative with Raymond James Financial Services, Inc. and holds the designation of Investment Management Consultant from Raymond James' Institute of Investment Management Consulting (IIMC). She holds a Maryland license for life, health and variable life insurance. She also has held an adjunct faculty position at Howard Community College.
Alford-Cooper has served in several key leadership roles. Her previous board volunteer involvement includes the CFP Board Council on Education (Committee Member), Financial Planning Association of Maryland (Chair 2018), Association of African American Financial Advisors (Past President) and Howard County Police Foundation (Director). Alford-Cooper is also a graduate of Leadership Howard County's Leadership Premier program and a women's ministry team leader for her church in Columbia.
Raised by a phenomenal single Mom, Alford-Cooper remains inspired and proudly carries on her Mom's legacy - her love for family. She loves spending time with her husband and best friend, Dennis. Both are proud parents to a son serving in the United States Navy.
Job Titles:
- Founder of Daniel J. Galli & Associates
Dan Galli, CFP®, currently serves on the board of directors for the Financial Planning Association® (FPA®), the leading membership organization for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process.
Galli is founder of Daniel J. Galli & Associates and began his financial services career over 30 years ago following a successful career as a public-school teacher. His practice includes a wide range of advisory services including investment management and financial planning. Galli focuses on retirement planning for professionals, small business owners, teachers, and other individuals. He designs qualified retirement plans with a focus on maximizing savings and reducing taxes. He is a registered representative and investment advisory associate of Ameritas Investment Company, LLC and Ameritas Advisory Services with FINRA Series 7, 63, 66, and 24 registrations.
From 1997 to 2005, he served as an adjunct faculty member on the staff of Northeastern University in Boston, teaching courses in their CFP® program on Retirement Planning and Employee Benefits as well as Insurance and Financial Planning. In 2005, he became a guest lecturer at Boston University, teaching Retirement Planning and Employee Benefits. Galli has also taught the Retirement Planning and Employee Benefits portion of the Kaplan/Bisys/BU Review for the CFP® Comprehensive Examination. He also updates Boston University's on-line Retirement Planning and Employee Benefits course as tax laws, regulations and limits are changed.
Galli is a long-time member of the Financial Planning Association of Massachusetts and has served on several committees, the Board of Directors, and as President for two years. He was named Financial Planner of the Year in 2017.
Galli holds a B.S. from Boston University and an M.Ed from Bridgewater State College. He taught at Hatherly School in Scituate, Massachusetts for 11 years prior to beginning his financial services career. Dan is also a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) as well as a CERTIFIED FINANCIAL PLANNER™ professional.
Galli lives in Marshfield, Mass., with his wife Louise and has two grown children, Michael and Lauren.
Job Titles:
- Director, Member Engagement
- Membership
Job Titles:
- Member of the Executive Committee
- Member of the OneFPA Advisory Council Executive Committee
- Executive Committee Representatives
Job Titles:
- Director of Digital Planning
Job Titles:
- Chairman of the OneFPA Advisory Council Executive Committee
Job Titles:
- Programs / Symposium Chair
Patrick D. Mahoney is CEO of the Financial Planning Association.
He is an experienced CEO, business leader, and strategist with a background across diverse organizations in the financial services, technology, and mission-based sectors. He is recognized for building and mentoring diverse teams and creating growth strategies that integrate the passion and expertise of an organization's stakeholders and employees to meet its goals and mission.
Mahoney's career began in product development and management in the United States and Asia, later evolving to sales, marketing, and general management. He has held executive leadership positions with breakthrough global organizations embracing membership value, innovation, growth, and change management, such as the Financial Planning Association and Standard & Poor's (now S&P Global Ratings).
An innovative and strategic problem solver, Mahoney is the holder of patents in the United States, Canada, and Great Britain. He is a Board Member of Saint Joseph's University Haub School of Business.
Mahoney is a graduate of Saint Joseph's University, Philadelphia, PA.
Paul Brahim, CFP®, currently serves as the volunteer president-elect of the Financial Planning Association® (FPA®), the principal membership organization for CERTIFIED FINANCIAL PLANNER™ professionals and those who support the financial planning process.
Brahim has truly lived the American Dream-beginning his career in financial services with no formal training and raising through the ranks to hold prestigious positions like CEO of BPU Investments. As an advisor at Wealth Enhancement Group, Brahim uses his financial planning, investment management and business skills to work with CEOs on their retirement and succession plans. He also provides guidance with regard to their employee retirement and financial wellness programs.
Brahim is very active in his community with organizations like the Heritage Community Initiative, the Navy Seal Foundation and the Financial Planning Association. He has also acted as an expert witness for a variety of legal cases. Brahim stays active by swimming, biking and running; as well as tackling Colorado's famous fourteeners.
Job Titles:
- Financial Advisor
- Financial Services
Claudia Kane, CFP®, CIMA, CPWA®, ADPA®, CDFA®, currently serves as the volunteer president of the Financial Planning Association® (FPA®), the principal membership organization for CERTIFIED FINANCIAL PLANNER™ professionals and those who support the financial planning process.
Kane received her Bachelor's degree from Queen's University, Belfast, Northern Ireland, and studied at the Wharton School and the Booth School to earn her CIMA® and CPWA® credentials.
Kane is an avid golfer, sculler, and is a U.S. Rowing Referee.
Job Titles:
- Membership Chair / West Insurance Services
Russell Clifford, CFP®, CDFA, currently serves on the board of directors for the Financial Planning Association® (FPA®), the leading membership organization for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process.
Clifford is a veteran of more than 30 years in the financial planning profession. The firm he created, Clifford Financial Planning, Inc., is an industry leader in designing strategies for the creation, preservation, and transfer of wealth. Clifford is a sought-after expert on the intricacies of comprehensive financial planning, especially in the areas of planning for those who have been widowed and divorced, and tax and estate planning for successful business owners and families. He is a noted speaker, author, and educator. He has built his career helping clients to identify and achieve their personal financial goals.
One consistent trait that Clifford finds among people is that financial stress is not determined by one's net worth. Frequently, many of the most successful people have the greatest degree of stress about their personal finances. Financial peace is important to all people.
Clifford started in the financial services industry in 1989, and has successfully built his company into an independent, fee-only, comprehensive financial planning, and wealth management firm in Northern California. He serves clients throughout the United States. He has written industry articles and blogs; co-hosted a very popular radio talk show; and has taught hundreds of families, individuals, and business owners, how to achieve financial freedom.
He holds a bachelor's degree in theology from the King's University and has earned the coveted CERTIFIED FINANCIAL PLANNER™ certification, as well as the Certified Divorce Financial Analyst (CDFA) credential. He is also Certified Police Chaplain and Critical Stress Incident Debriefer.
Clifford and Terry, his wife of more than 35 years, reside in Lodi, Calif. Together, they have two adult children who are married and four beautiful grandchildren. Outside of helping people create financial independence, he enjoys cooking for family and friends, writing, camping, and the great outdoors.
Job Titles:
- Professor of Law and Associate
Timothy M. Todd, Ph.D., J.D., currently serves on the board of directors for the Financial Planning Association® (FPA®), the leading membership organization for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process.
Todd serves as Professor of Law and Associate Dean for Faculty Development & Scholarship at Liberty University School of Law in Lynchburg, Virginia. At Liberty, Todd teaches and writes on subjects such as financial planning, taxation of individuals, taxation of partnerships, estate and gift taxation, wills and trusts, and other transactional and planning areas.
Todd graduated ranked first in his law school class and served as managing editor of the law review. After law school, he clerked for the Honorable Eric G. Bruggink of the U.S. Court of Federal Claims in Washington, DC. Todd also serves as Vice-Chair of the Virginia Bar Association Taxation Section and is a former chair of the ABA Section of Taxation's Individual and Family Taxation Committee. He is a regular Forbes contributor, writing about taxes, tax planning, tax cases, and related areas.
He earned his Ph.D. in Personal Financial Planning from Kansas State University and a Master of Science in Applied Economics (with a concentration in Financial Economics) from Johns Hopkins University.