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Alliance of Comprehensive Planners Inc

EIN: 01-0663866Wilmington, NCZIP: 28405
S41 - Community Improvement & Capacity Building501(c)(6)

Mission

ACP WORKS TO PROVIDE A PHILOSOPHICALLY UNITED COMMUNITY FOR FIDUCIARY ADVISORS TO SHARE THEIR WISDOM IN ORDER TO BUILD EXCEPTIONAL FINANCIAL PLANNING PRACTICES, BASED ON TAX-FOCUSED, FEE ONLY FINANCIAL PLANNING, IN ORDER TO TRANSFORM CLIENT LIVES AND GROW CLIENT WEALTH.

Financials

YearRevenueExpensesAssets
2022$497k$0$334k

Compensation

COLE MCCLARREN
Director
board member
$0
$0
$0
$0
CORDI POWELL
Director
board member
$0
$0
$0
$0
WESLEY STIEN
Director
board member
$0
$0
$0
$0
SOPHIE KALUZIAK
Secretary / Treasurer
officer (unspecified)
$0
$0
$0
$0
STEVE SWICEGOOD
Immediate Past President
chief executive officer
$0
$0
$0
$0
SHEILA PADDEN
President
chief executive officer
$0
$0
$0
$0
JOSH CUTLER
Director
board member
$0
$0
$0
$0
TIM CABAN
Director
board member
$0
$0
$0
$0

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