In this conversation, we talk with Dr. Dave Yeske, CFP®, founder of Yeske Buie and widely regarded as the unofficial historian of the Financial Planning Association. With his deep knowledge of the profession’s evolution and the people who helped shape it, Dave walks us through the events and ideas that led to the formation of FPA in 2000. We explore the backstory of the merger between the IAFP and ICFP, the key players who drove it forward, and the philosophical vision that united the financial planning community. Whether you’re new to FPA or a long-time member, this is your chance to connect with the organization's roots and reflect on where we’ve been—and where we’re headed.
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