Financial Planning Association (FPA)
Charesse Spiller is a seasoned financial professional with extensive experience in consulting and financial planning. As the Founder and Principal Consultant at Level Best since May 2016, Charesse focuses on streamlining operations for business owners. In January 2023, Charesse launched FinOps Co-op® to enhance the financial advisory industry by emphasizing the crucial role of the Operator. Charesse contributes to the Journal of Financial Planning and provides educational content through the Financial Planning Association. Previous roles include positions at Brunch & Budget and Allegheny Financial Group, where skills in client relations, financial planning, and process optimization were developed. Charesse holds a Bachelor of Science in Business Administration with a focus on the CERTIFIED FINANCIAL PLANNER track from Youngstown State University.
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Financial Planning Association (FPA)
The Financial Planning Association® (FPA®) is the leading membership organization for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process. FPA is the CFP® professional’s partner in planning by helping them realize their vision of professional fulfillment through practice support, learning, advocacy, and networking. Our best-in-class learning and certificate programs, signature events, and profession-leading publications like the Journal of Financial Planning, enable our members to gain critical knowledge as they work to achieve higher levels of competency in financial planning.