Jon Dauphiné, Esq.

CEO at Foundation for Financial Planning

Speaker

Jon Dauphiné leads the Foundation for Financial Planning’s (FFP) efforts to develop and grow pro bono financial planning programs for people in need. Under Jon’s leadership, FFP has created signature national programs to serve people with cancer, at-risk seniors and other vulnerable groups; developed ProBonoPlannerMatch.org to link CFP® professionals to volunteer opportunities; spearheaded initiatives to leverage technology and address compliance issues; and engaged a broad array of planners, RIAs and companies to join the pro bono movement. Jon has authored a range of articles on pro bono published by outlets including InvestmentNews, Journal of Financial Planning, ThinkAdvisor and WealthManagement, and also penned “The Case for Pro Bono Financial Planning,” a report outlining the most comprehensive data on this topic to date.

Jon previously served 15 years at AARP – first as its Senior Vice President of Economic Strategy, followed by eight years as SVP of Programs. An attorney, Jon has also held roles in major D.C. law and public affairs firms. He graduated cum laude from Harvard Law School and with highest honors from Vassar College.