Eden Prairie resident Jason Kley has been elected to a three-year term on the national Board of Directors of the Financial Planning Association , the membership and trade organization for Certified Financial Planner (CFP) professionals.
Kley, senior integrated wealth advisor and director of operational excellence at Carlson Capital Management , is one of five board members who began their new terms on Jan. 1. He holds both CFP and Accredited Investment Fiduciary (AIF) certifications.
Kley’s election to the three-year term on the national board comes after years of work and advocacy with the Financial Planning Association of Minnesota , where he was a leading advocate for bringing financial education initiatives to the broader community…