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Financial Planner money in the 2008 FEC cycle

Donors coded FINANCIAL PLANNER accounted for $465,242 ($465,242) in the 2008 FEC cycle, from 620 itemized contributions and 341 donors. Occupation-wide, Financial Planner is $5,763,769. 2008 accounts for 8.1% of the Financial Planner occupation total ($465,242 of $5,763,769). Most Financial Planner-coded dollars sit in other FEC cycles. LobbyVault joins the occupation table to the cycle table. It does not rank occupations by influence.

Key figures

  • $465,242 joins the Financial Planner occupation string to the 2008 FEC cycle.
  • 620 contributions from 341 donors produced that cell.
  • 2008 is about 8.1% of the occupation’s $5,763,769 lifetime total.
  • FINANCIAL PLANNER is a filer-entered title, not a CFP Board roster.
  • FEC itemized receipts are not USAspending awards.

Financial Planner as occupation, cycle as the other filter

Two FEC dimensions meet here: occupation FINANCIAL PLANNER and the 2008 election cycle. The intersection is $465,242 ($465,242), 620 contributions, and 341 donors. 8.1% of Financial Planner occupation dollars ($5,763,769) fall in 2008. 2008 is a presidential-year advice-title cell: 620 receipts from 341 donors, a mid-scale repeat-gift pattern rather than a handful of officers.

Financial Planner is a two-word advice title as typed, not a planning-credential recode. Nearby strings — FINANCIAL ADVISOR, WEALTH MANAGER, and CERTIFIED FINANCIAL PLANNER — stay on other pages. Do not stack those dollar figures onto $465,242 or $5,763,769. A filer who wrote Financial Advisor or Wealth Manager sits in another occupation bucket. The FEC file does not verify a CFP mark, a Series 7, or an RIA registration.

The FINANCIAL PLANNER string across cycles

On the occupation side, $5,763,769 ($5.8 million) is the Financial Planner total across cycles. The 2008 cell is 8.1% of that roll; the remaining $5,298,527 sits in other years on the occupation hub and is not itemized by year on this packet. Financial Planner is not an AUM ranking and not a firm PAC. Financial Planner is not a CFP Board roster, a Form ADV extract, or a broker-dealer headcount.

Open Financial Planner donations for the $5,763,769 roll. Open the 2008 election cycle hub for every occupation in that window. All occupations and All FEC ties place this pair beside other occupation-cycle pages without combining dollar figures. Occupation labels are filer-entered on itemized individual receipts.

Receipts and donor keys inside this cycle cell

Inside the 2008 cell, 620 itemized contributions map to 341 donors. That is about 1.8 receipts per donor in the join — a repeat-gift ratio, not a unique-person survey of everyone who holds a similar job. Dollars per receipt average about $750; dollars per donor average about $1,364. Averages hide large and small lines sitting in the same total.

2008 is a presidential-year FEC clock. Primaries, the general election, and leftover receipts from adjacent months can share the same even-year label. This packet does not split dollars by those stages or by party. The 2008 election cycle hub shows the cycle’s full occupation mix; this page shows only the Financial Planner row. 341 donors is a disclosure count for this key in 2008, not a turnout figure. Unitemized federal gifts never enter $465,242.

Two dollar columns, one occupation and one year

Keep $465,242 attached to 2008 and $5,763,769 attached to the occupation string. Adding them would double-count the 2008 dollars that already sit inside the occupation total. Subtracting them does not yield “all other cycles”; it only yields a remainder ($5,298,527) that this packet does not itemize by year.

Cite FEC.gov. Individual contributions are not PAC independent expenditures and not lobbying registrations. Nothing in the join says donations paid for a federal award or a USAspending obligation. Quote $465,242 with both nouns: Financial Planner and 2008.

What a Financial Planner cycle join cannot claim

Matching Financial Planner with 2008 does not measure influence, does not assign party, and does not say Financial Planner donors caused an electoral result. Correlation between an occupation string and a cycle is not causation. The table is also not a CFP Board roster, a Form ADV extract, or a broker-dealer headcount.

Itemized individual contributions from FEC.gov only. Independent expenditures, unitemized gifts, and state-office campaigns are excluded. A person who wrote a nearby title is not in $465,242. A person who wrote this string is in it even if the day job differs. LobbyVault does not audit licenses. The public record is the string plus the dollars.

Linked planner hub, cycle hub, and sibling titles

Financial Planner donations holds the $5,763,769 occupation total. The 2008 election cycle page holds every occupation in that window, not only Financial Planner. All occupations places FINANCIAL PLANNER beside other titles without merging sibling strings (FINANCIAL ADVISOR, WEALTH MANAGER, and CERTIFIED FINANCIAL PLANNER). All FEC ties lists other occupation-cycle pairs so $465,242 is not added to a different year.

Use the occupation hub for all-cycle Financial Planner dollars ($5,763,769). Use the 2008 cycle hub for the even-year window across titles. Use this tie for the intersection only: $465,242, 620 contributions, 341 donors, 8.1% of occupation dollars. Those four internal links are the only hrefs this copy may use. Amended individual contribution reports can move $465,242; a later harvest of the same occupation string can move $5,763,769. Rewrite only the sentence whose source moved.

Questions

How much did Financial Planner-labeled donors give in 2008?
The Financial Planner grouping’s 2008 cell is $465,242 in itemized individual contributions, from 620 contributions and 341 donors, per FEC.gov aggregates. That is the occupation-cycle join, not a PAC total and not the $5,763,769 all-cycle occupation total.
Are these CFP-certified planners?
Occupation is the string FINANCIAL PLANNER. The FEC file does not check a CFP Board mark or a state insurance license. Financial Advisor, Wealth Manager, and Investment Advisor are other keys if filers used those words. This join does not recode those titles into FINANCIAL PLANNER.
What share of Financial Planner FEC money fell in 2008?
About 8.1%. $465,242 divided by $5,763,769 is the 2008 cell’s share of the lifetime occupation bucket. Other cycles hold about $5,298,527 on the occupation hub. See the Financial Planner occupation hub for other cycles and the 2008 cycle hub for other strings.
Does Financial Planner 2008 money fund federal awards?
No. These figures are FEC individual contribution aggregates. Federal awards are published by USAspending. This page does not claim that campaign gifts funded those awards. $465,242 is itemized receipts tagged FINANCIAL PLANNER in 2008, not an obligation total. Occupation labels are filer-entered.

FEC.gov individual contribution aggregates by self-reported occupation and election cycle. Occupation labels are filer-entered.