organizations
2 orgs in this cluster's subtree
Every organization with primary activities in Financial Advisor Referral Services or any of its descendants. Click a column header to sort. Filter by name or state above the table.
showing 2 of 2
| # | Organization | State | Revenue | Activities ↓ |
|---|---|---|---|---|
| 1 | FINANCIAL PLANNING ASSOCIATION Financial Planning Association of Los Angeles (FPA of LA) supports CERTIFIED FINANCIAL PLANNER™ professionals through education, networking, and advocacy. It p… | AZ | $59K | 7 |
| 2 | Whale Foundation Inc The Whale Foundation provides confidential mental health counseling, financial guidance, health insurance assistance, and educational scholarships to professio… | AZ | $146K | 3 |
theories of action
strategies used in this cluster
Theories of action extracted from orgs in this subtree. Click any to see the full set of orgs running the same approach.
- Community-Led Systems Change 1 orgBy centering community voice, lived experience, and local assets in governance, program design, and investment, organizations produce more equitable, sustainable, and effective outcomes, because solutions rooted in community ownership are better aligned with actual needs and more resilient to external shocks. This strategy unifies approaches that shift power and decision-making to the community level—whether through participatory grantmaking, member governance, co-created services, or culturally rooted programming. It goes beyond service delivery to transform systems by ensuring those most impacted by inequity shape the interventions meant to serve them. What distinguishes it is its foundational belief in community agency as the primary engine of change, rather than an input or beneficiary.Whale Foundation Inc
- Person-Centered Empowerment 1 orgBy aligning services with individual goals, strengths, and lived experiences, we foster self-sufficiency and community integration, because autonomy and personal agency are foundational to sustainable growth and well-being. This strategy centers on tailoring support to the unique needs and aspirations of each individual, rather than applying a standardized service model. It is distinguished by its consistent focus on dignity, choice, and capacity-building across diverse contexts—from employment and education to mental health and independent living—unifying otherwise distinct programs under a shared theory that empowerment arises when people lead their own development.Whale Foundation Inc