Mission Statement

The mission of the Financial Planning Association of Western New York is to provide the membership with opportunities for networking, continuing education and media exposure; to promote the highest standards of ethics, knowledge and skills in the financial planning profession; and to communicate to the public the value of the financial planning process conducted in accordance with the Financial Planning Association Code of Ethics.

Vision Statement

The Financial Planning Association of Western New York will remain the region’s premier financial planning organization providing benefits to members and promoting awareness of the vital role of financial planning for the public.

History

On January 1, 2000, the Financial Planning Association® (FPA®) opened its doors as the new membership association for nearly 30,000 financial planners, allied professionals and organizations that advance the financial planning process. Created by unification of the International Association for Financial Planning (IAFP) and the Institute of Certified Financial Planners (ICFP), FPA is the strongest collective voice of financial planning in the history of the profession.

Chapter Events

Please put these dates into your calendar, we look forward to seeing you there!

November 18th, 2020

December 9th, 2020

January 13th, 2021

February 10th, 2021

March 10th, 2021

April 14th, 2021

May 12th, 2021

June 9th, 2021

September 8th, 2021

Chapter Leadership

President

Paul J. Coleman III, CFP® | Level Financial Advisors
More about Paul...

Past President & Chair

Margaret A. Tomaka, CLTC | Specific Solutions, Inc
More about Margaret...

Treasurer

Michael Heburn | Level Financial Advisors
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Secretary

Bruce Carrow, CFP®, CLU, ChFC, AEP, CAP
More about Bruce...

Director

Christopher Cinelli, CFP®
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Director

Mary Szabat, CFP® | Key Private Bank
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Chapter Executive

Victoria Dynarski
More about Vicki...

Annual Gold Sponsors

Annual Silver Sponsors

Annual Bronze Sponsors