Jon Dauphine is the CEO of the Foundation for Financial Planning, a nonprofit organization that provides grants and resources to underserved families. He is a lawyer by training and has worked in the nonprofit sector for many years.

In this episode of the Framework podcast, we focus on financial stability for underserved people. Jon discusses the Foundation for Financial Planning, and how they have granted out more than $9 million to support pro bono programs at nonprofits.

They have two national programs for families facing serious cancer, and another for at-risk seniors. They also have a matching platform,, to connect CFP professionals to volunteer opportunities.

He talks about the relationship between the Foundation and the Financial Planning Association (FPA), and the impact their initiatives have had on closing the gap between potential clients and paid clients.

“We try to motivate CFP professionals to become volunteers to do this great service,” Jon says. “So, we have a matching platform called where any CFP can sign up and then browse opportunities that are posted by our nonprofit partners.”

In this episode, you will learn:

  1. About Jon’s career journey and experience in the nonprofit sector.
  2. About the Foundation for Financial Planning and the impact it is having.
  3. How the Foundation for Financial Planning collaborates with the Financial Planning Association.


If you enjoyed this episode, please leave us a review and rating.

Carson Group is committed to advancing financial literacy. Our coaches work with thousands of FPA members. Schedule a consultation to learn how Carson can help you help your clients and grow your business.

facebook twitter linkedin mail print
Share Post: facebook twitter linkedin mail print
Recent Posts

Insights into Investments from Partner Summit

By: Carson Group
Keeping up with the markets and investment strategies can be a challenge for any advisor, but it’s easier when you can leverage the help and resources of a partner …

Advisors Face A Diversity Problem

By: Carson Group
The first step to solving any problem is to recognize that one exists. In this case, that problem is the lack of racial and gender diversity in the financial …

Jake Bleicher, CFA: Carson’s Women’s CEO Fund

By: Ana Trujillo Limon
Women-led companies aren’t just a moral choice, they can be a smart financial investment. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Jake Bleicher, …

Encouraging Diversity and Lessons from the Kitchen with Chef Lauren Owens

By: Jamie Hopkins
In today’s episode of Framework, Jamie talks with Lauren Owens, a private chef based out of New Jersey. Lauren has been a line cook, an executive chef, and everything …
1 2 3 146