Financial Planning Association (FPA)
Wilson Liu, CFP®, currently serves as a CFP Board Candidate Forum Pro, offering guidance to CFP® candidates. As an Associate Advisor at Stone Steps Financial LLC, Wilson helps clients align their finances with their life goals. Additionally, involvement with the Financial Planning Association's Los Angeles NexGen Committee includes volunteering for underserved communities and organizing study groups. Wilson moderated a panel at XYPN LIVE 2023, discussing career insights for associate financial planners. Previously, Wilson held various engineering roles at Cornerstone OnDemand, including Principal Build & Release Engineer, and managed the Release Engineering Team at ConnectureDRX. Wilson earned a Bachelor of Arts in Asian-American Studies from UCLA and completed a CFP® Certification Course at UC Berkeley Extension.
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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.