Case Study: Succession

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Partner Marie Stark, CPA On Expanding Her Practice and Joining Forum June 4, 2026
Forum Co-Managing Partner Jonathan Rogers, CFP® Featured on Asset TV May 29, 2026
Succession Planning: Partner Chris Lamia, CFP® and the Solution FAA Offered May 28, 2026

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Forum Advisor Alliance (FAA), formerly known as Wealth Advisor Alliance (WAA), is a division of Forum Financial Management, LP. FAA engages new advisors and partners for Forum and provides outsourcing services to other independent advisory firms across the country. These services may include, but are not limited to, trading, billing, reporting, technology, marketing, coaching, client service and wealth planning. All such services are provided through Forum.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

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