James Lee is FPA’s 2022 president-elect

James Lee

Claudia Cypher Kane was tapped as the Financial Planning Association's 2022 treasurer; the group also elected three new directors.

The board of directors of the Financial Planning Association has elected James Lee as the group’s 2022 president-elect for a one-year term beginning Jan. 1. He succeeds Dennis Moore, the 2021 FPA president.

Lee is president of Lee Financial Management in Saratoga Springs, New York. He’s been a member of FPA for more than 20 years and is completing a three-year term on the FPA board.

Claudia Cypher Kane, who has served on the FPA board for the past two years, was selected to serve as the 2022 treasurer. Kane is affiliated with Raymond James in Roseville, California.

The group also elected three new members to three-year terms on its board: D. Crystal Alford-Cooper, vice president of planning at Law & Associates in Glen Echo, Maryland; Daniel J. Galli, principal of Daniel J. Galli & Associates in Norwell, Massachusetts; and Byrke Sestok, president of Rightirement Wealth Partners in Harrison, New York.

An earlier version of this story incorrectly reported Dennis Moore as the 2022 president elect. He was the 2021 president elect.

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