Financial Planning Association (FPA) Residency Program
2014 FPA Residency Dean
Kyra Morris, CFP®, EA, began her career in financial planning in 1983. She founded Morris Financial Concepts, Inc., a financial planning and wealth awareness practice in Mt. Pleasant, SC in 1987. She later became an Enrolled Agent (EA), empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Mrs. Morris was one of the founders of the South Carolina Society for the Institute of Certified Financial Planners, and also served a national position on the board of the Institute of Certified Financial Planners and on the Certified Financial Planner Board of Standards, Inc. Board of Governors. To perpetuate the development and delivery of objective, financial planning around the world Mrs. Morris helped the Financial Planning Association resurrect the Residency Program for entry-level CERTIFIED FINANCIAL PLANNER™ certificants, served on the US TAG for the development of the ISO standard for financial planning, and founded The Center for International Training for Financial Planners, LTD.
2014 FPA Residency Mentor Team
Diane Bourdo, CFP®, joined The Humphreys Group in 1989 and has been President since 2005. She is a member of the Financial Planning Association and participates in a pro bono program in partnership with EARN, a non-profit organization that works to help low-wage workers break the cycle of poverty by matching savings, providing investment and financial planning assistance. Diane has 20-plus years of financial advisory and investment management experience. She holds a Masters in Business Administration from the University of California, Berkeley's Haas Graduate School of Business, and Bachelor of Arts degree from the University of Wisconsin, Madison.
Sandi Bragar, CFP®, is the Director of Planning at Aspiriant and is responsible for establishing and maintaining the firm's wealth planning philosophy, service offering, and resources. Sandi began her professional career in 1993 at Ernst & Young, where she spent two and a half years as a senior tax consultant in the firm's Personal Financial Counseling practice, providing income and estate tax planning services to senior corporate executives and other high net-worth individuals. She has extensive experience in stock option planning and charitable gift planning. Sandi is a member of the Financial Planning Association and has served on the Programs Task Force for the organization's annual national conference and as a mentor in the Financial Planning Association’s Residency Program. She has also been an instructor for the Certificate Program in the Personal Financial Planning Program at the University of California-Berkeley. Sandi holds a BA degree in Business Economics from the University of California-Santa Barbara. She earned her Certified Public Accountant credential in 1996 and her Certified Financial Planner™ credential in 1999.
Jim Johnson, CFP® at Lighthouse Financial Planning believes a financial planners’ job is to assist clients in managing their financial affairs so they can lead the life they want to lead. His clients describe him as caring, open and straightforward as well as providing strategies that work and perform well. He is a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA). Jim is currently the President of the FPA of California. He was the founding President of the Sacramento Society of the Institute of Certified Financial Planners (ICFP). He is also Past President of the Sacramento Chapter, International Association for Financial Planning (IAFP). Both are the predecessor organizations to the FPA. Jim served on the National FPA Career Development Committee and has been chaired the national FPA Bridge the Gap conference for new financial planners. In 2013 he chaired the national FPA Community Committee.
Jim has mentored at Residency many times and considers participating in Residency one of the highlights of the year. He is an instructor in the Personal Financial Planning certificate program at the University of California, Davis, University Extension Professional and Continuing Education and has also been an instructor at California State University, Sacramento, Regional & Continuing Education and is a retired adjunct faculty member of the College of Financial Planning.
John Scott Longstaff, CFP®, is a senior partner and an owner of the registered investment advisory firm, The Planning Center, Inc. John has worked in private practice since 1984, limiting his practice to financial life planning & wealth management. He is a past National President and National Chairman of the Board for the Institute of Certified Financial Planners (ICFP) and a past board member of the Board of Professional Review (BOPR) of the CFP Board of Standards. John is a graduate of the Eberhardt School of Business, University of the Pacific (UOP) with a Bachelor of Science in Business. He was conferred with his Certified Financial Planner® designation from the IBCFP through the University of Southern California (USC). John continues to serve his profession as the 2013 founding Treasurer and current Secretary for the FPA of California, Inc., the state organization of FPA Chapters. He also serves as a mentor for the FPA Residency Program, is a member and Past President of the Fresno Estate Planning Council and a member and Past President of the FPA (Financial Planning Association) of Central California.
Tom Tracy, CFP®, is the Chief Client Officer at Aspiriant in charge of their client service offering and maintaining the highest level of innovation and expertise possible. He has provided comprehensive personal financial and investment planning services to hundreds of professionals, senior corporate executives, business owners, and other high net worth individuals for 25 years. He is an active member of the Financial Planning Association, currently serving on the San Francisco chapter's program committee. In past years, he taught Investments and other classes in the Personal Financial Planning Program at University of California, Berkeley. Tom earned a BS degree in Economics from California State University, Chico and an MBA (Distinguished Student Award) in Finance from San Francisco State University. He successfully completed the Certified Public Accountant (CPA) examination in 1993 and received his Chartered Financial Analyst credential in 1995.