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!

December 8th, 2021 -- REGISTER NOW

January 12th, 2022

February 9th, 2022

March 9th, 2022

April 13th, 2022

May 11th, 2022

June 8th, 2022

September 14th, 2022

October 12th, 2022

November 9th, 2022

Chapter Leadership

President

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

Treasurer

Michael Heburn | Level Financial Advisors
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Secretary

Bruce Carrow, CFP®, CLU, ChFC, AEP, CAP
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Past President & Chair

Christopher Cinelli, CFP®
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Director

Christina M. Michalczak, CFP®, QPFC | Waterford Advisors, LLC
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Chapter Executive

Victoria Dynarski
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Annual Gold Sponsors

Annual Silver Sponsors

Annual Bronze Sponsors