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The Financial Planning Association® (FPA®) is the leading membership organization for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process. FPA is the CFP® professionals partner in planning by helping them realize their vision of professional fulfillment through practice support, learning, advocacy, and networking. Our best-in-class learning and certificate programs, signature events, and profession-leading publications like the Journal of Financial Planning, enable our members to gain critical knowledge as they work to achieve higher levels of competency in financial planning.
Bregal Investments is an international private equity firm providing a platform for five direct investment teams and a fund-of-funds team across the US and Europe. With distinct investment strategies, all our teams and their related funds focus on investing in mid-market companies in a variety of sectors and geographies, either through a variety of majority control equity, minority equity, or credit investments. Collectively, this represents €19 billion of assets under management.
State Bank & Trust Company is a Greenwood, MS-based company in the Financial Services sector.
Optima Bank & Trust Co. is a Portsmouth, NH-based company in the Financial Services sector.
banktoledo is a Toledo, IA-based company in the Financial Services sector.