CCM’s Jason Kley, CFP®, AIF®, MBA, Senior Integrated Wealth Advisor and Director of Operational Excellence, has begun his three-year term on the national Board of Directors of the Financial Planning Association. Jason’s election to the national board comes after years of work and advocacy with the Financial Planning Association of Minnesota.
FPA is the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER® professionals. In his work with the Minnesota chapter, Jason was a leading advocate for bringing financial education initiatives to the broader community. A longtime proponent of financial literacy, Kley also serves on the Minnesota Council on Economic Education board, is actively engaged with the Jump$tart Coalition, and co-founded the Financial Literacy Coalition of Minnesota. Through his efforts, he helped push forth legislation that requires high school students to take a personal finance course in Minnesota. He served as president of the FPA of Minnesota chapter in 2018.
Jason is one of five board members who began their new terms on January 1. Upon their election in September, Claudia Kane, CFP®, the 2024 FPA President, stated that the new board members "are dedicated volunteer leaders who have each had a tremendous impact on FPA and within their communities. I look forward to seeing their impact on our association in the years ahead as we work to solidify our position as the partner in planning for our members."
