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• This Year and Beyond

• P. Kemp Fain, Jr. is the first enrolled candidate for the Certified Financial Planner designation.

• P. Kemp Fain, Jr. is one of the first 42 individuals to be conferred the CFP® certification

• Asset Planning Corporation is incorporated in Knoxville, TN, as one of the first independent financial planning firms in the U.S.

• P. Kemp Fain, Jr. is elected President of the ICFP.

• P. Kemp Fain, Jr. releases a landmark whitepaper, “One Profession. One Designation.” Paul K. Fain, III, joins APC.

• Paul K. Fain, III, earns his CFP® certification.

• The ICFP establishes the “P. Kemp Fain, Jr., Award” to annually recognize excellence and service in the Financial Planning Profession.

• P. Kemp Fain, Jr. passes away (1939-1994); Paul K. Fain, III, becomes APC’s principal shareholder.

• APC selects Charles Schwab and Co., Inc. as our primary custodian.

• Suzanne Hornick and Kathy Patty join APC

• APC is approved as an adviser with access to DFA mutual funds.

• Suzanne Hornick earns her CFP® certification.

• Asset Planning Corporation celebrates its 40th Anniversary. Steve Carlson joins APC.

• Joe Ottaviano joins APC.

• Joe Ottaviano earns his CFP® certification.

• Joe Ottaviano becomes a Certified Kingdom Advisor and APC President.

• Randee Schoenike and James Morton join APC. Joe Ottaviano becomes APC’s principal shareholder.

• Adam Kornegay joins APC.

• Our mission to serve clients continues…