DENVER (January 5, 2021) – Skip Schweiss, CFP®, AIF® officially assumed the role of 2021 President of the Financial Planning Association® effective January 1. In this leadership role, Schweiss is instrumental in advancing the vision and strategic direction of the Association to serve the needs of the financial planning community, in partnership with volunteer leaders from across the country.
As the former president of TD Ameritrade Trust Company and Managing Director of Advisor Advocacy for TD Ameritrade Institutional, Schweiss’ career has been focused on serving the needs of Registered Investment Advisers (RIAs) and increasing awareness of financial advice delivered with a fiduciary standard of care. For more than a decade, Schweiss directly influenced legislation and regulation through public policy advocacy on behalf of TD Ameritrade Institutional’s RIA clients and their investor clients, including the SECURE Act (2019), Tax Cuts & Jobs Act (2017), DOL Conflict of Interest Rule, SEC Regulation Best Interest, among others.
“Advocating for the financial planning profession and our community of financial planners has long been a passion of mine. In these challenging times, I’m honored to lead innovative efforts with FPA’s volunteer leaders, chapters and members to support the advancement of financial planning practitioners while building and strengthening our profession,” says 2021 FPA President Skip Schweiss, CFP®, AIF®. “FPA is dedicated to transforming lives through the power of financial planning, and I look forward to growing our impact with those in our professional home.”
Schweiss was named “Fiduciary of the Year” by the Committee for Fiduciary Standard in 2015, received the Insider’s Forum Leadership Award in 2016, and was recognized by Investment Adviser magazine as one of its top 25 most influential people in 2014, 2017, 2018 and 2019.
A graduate of the University of South Dakota, Schweiss earned his Master of Science degree in finance from the University of Colorado. He is a newly-minted Certified Financial Planner professional, an Accredited Investment Fiduciary (AIF®), received a Certificate in Financial Planning from Boston University in 2020, and holds Series 7 and 24 licenses from FINRA.
“Few people in the financial planning profession are as respected as Skip Schweiss. His decades of service and advocacy for the financial planning community and those policies that bolster practitioners and protect consumers are practically unmatched. As FPA’s new chief executive officer, I can think of no one better to have by my side on this journey,” says FPA CEO Patrick Mahoney.