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Financial Planning Association of NENY

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Author: Adam

Howard V. Kibrick, CFP®

Posted on: August 18, 2020 Last updated on: August 18, 2020 Written by: Adam
Howard V. Kibrick, CFP® Advocacy Chair HKibrick@HallidayFinancial.com “I am a Certified Financial Planner® who is passionate about building long lasting relationships while guiding my clients to their goals.  I manage my client assets, dreams and aspirations while keeping in mind…
Continue reading “Howard V. Kibrick, CFP®”…

Thomas McGrath CFP®

Posted on: August 18, 2020 Last updated on: August 18, 2020 Written by: Adam
Thomas M. McGrath, CFP® Secretary/Symposium Chair VP, Trust Officer, Ballston Spa National Bank Thomas.McGrath@bsnb.com Thomas McGrath, CFP® joined the Financial Planning Assocation of Northeastern New York in 2016 and has worked in the Financial Services industry for over 20 years…
Continue reading “Thomas McGrath CFP®”…

Recent Posts

Howard V. Kibrick, CFP®

Howard V. Kibrick, CFP® Advocacy Chair HKibrick@HallidayFinancial.com “I am a Certified Financial Planner® who is passionate about building long lasting relationships while guiding my clients to their goals.  I manage my client assets, dreams and aspirations while keeping in mind…
Continue reading “Howard V. Kibrick, CFP®”…

Thomas McGrath CFP®

Thomas M. McGrath, CFP® Secretary/Symposium Chair VP, Trust Officer, Ballston Spa National Bank Thomas.McGrath@bsnb.com Thomas McGrath, CFP® joined the Financial Planning Assocation of Northeastern New York in 2016 and has worked in the Financial Services industry for over 20 years…
Continue reading “Thomas McGrath CFP®”…

Chapter News Recent Posts

FPA NENY MONTHLY MEETING

Location
Wolferts Roost Country Club 120
Van Rensselaer Blvd
Albany, NY 12204
www.wolfertsroost.com
 

Our Mission and Purpose

FPA-NENY champions the financial planning process by fostering public awareness on the value of financial planning. And by offering our members mentoring and networking opportunities, and the highest quality education.
 

Our Vision Statement

To be the premier community of financial planners in Northeastern New York and to serve as the leading financial planning resource for the public and media.
 

We are Here to Serve

Thank you for your interest in our association. For more information about chapter events or membership please contact our Chapter Executive or one of our Board Members.

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  • About FPA-NENY
  • Board & Committees
  • Become a Member
  • Partners & Sponsors
  • Partner and Sponsor Benefits
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  • Contact

About FPA-NENY

The Financial Planning Association of Northeastern New York champions the financial planning process by offering our members:

  • Mentoring and networking opportunities
  • The highest quality education

And, we do this while enhancing public awareness of the value of financial planning.

 

 

©  | FPA-NENY | All Rights Reserved 

Contact

Phone:
(518) 458-7774

FPA NENY Monthly Meeting Location:
Wolferts Roost Country Club
120 Van Rensselaer Blvd
Albany, NY 12204
www.wolfertsroost.com


Mailing Address:
P.O. Box 11565
Loudonville, NY 12211-0565