Massachusetts-based teacher turned financial planner will lead the organization for the next 12 months.
DENVER (January 6, 2026) – Coming off of its milestone 25th anniversary, educator and financial planner Dan Galli, CFP®, principal at Daniel J. Galli & Associates, has officially started his role as the 2026 President of the Financial Planning Association® (FPA®), the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER® professionals, effective January 1. In this position, Galli will work collaboratively alongside the organization’s national and chapter-based volunteer leaders and FPA Chief Executive Officer Dennis J. Moore, CFP®, to bring many of the Association’s strategic priorities to fruition this year.
As a professional whose second career is financial planning, Galli embraces career changers and encourages others considering a career change. He began his career teaching at Hatherly School in Massachusetts. Today, he is a full-time financial planner. Still, he draws on his teaching roots, having served as an adjunct instructor in financial planning courses at Northeastern University and Boston University over the years.
“When we think about next generation financial planners, they’re not only those fresh out of college but professionals like me who came to love serving people while bettering their financial lives after following a different job path,” said 2026 FPA President Dan Galli, CFP®. “As a young profession, financial planning could use all the brilliant ideas it can receive to elevate the profession and ensure that we best serve as many people as possible. We need to help the public understand what financial planning is and how a financial planner can guide them successfully.”
In 2026, FPA will reimagine its suite of four national conferences, starting with FPA LEAD 2026, and will pursue strategic partnerships to provide greater clarity and education on topics integral to FPA’s members, such as artificial intelligence (AI). This is in addition to the organization’s consistent advocacy and financial literacy efforts, including pro bono financial planning. The group also launched the FPA® Competency Model last year, which gives a fresh framework, including behavioral skills, to help financial planners continually develop within the profession, along with a revamped FPA MediaSource.
“Dan has been a valued member of FPA at both the local chapter and national level for many years; his passion for education and furthering the profession is infectious,” said Dennis Moore, CFP®, FPA chief executive officer. “We are consistently evaluating and deploying new educational opportunities so FPA can lead financial planners into the futures and careers they desire, armed with practice support tools, education, and a strong network to help them flourish.”
Galli is a long-time member of the Financial Planning Association of New England, where he has served on several committees, the board of directors, and as president for two years. He was named the chapter’s Financial Planner of the Year in 2017.
At Daniel J. Galli & Associates, his practice centers around financial planning and investment management with a focus on retirement planning for teachers, small business owners, and professionals.
Galli’s thoughts on the financial planning profession are available in a feature interview in the January 2026 issue of the Journal of Financial Planning. For more information about FPA, including how to join, go to financialplanningassociation.org/membership.
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About the Financial Planning Association
The Financial Planning Association® (FPA®) is the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER® professionals and those engaged in the financial planning process. FPA is the CFP® professional’s partner in planning by helping them realize their vision of professional fulfillment through practice support, learning, advocacy, and networking. Learn more about FPA at financialplanningassociation.org.