As dedicated financial planners, we guide our clients through their most substantial and complex financial matters. We bring our body of knowledge, ethics and experience to help bring our clients’ goals to fruition. We are members of a truly noble profession. And the organization that best embodies and enriches that profession is the Financial Planning Association. I am proud to be a member of the Financial Planning Association and to serve as president of our Northeastern New York Chapter.
I come in at a time where our profession has great opportunity but faces some challenges. From the advent of the robo-advisor, to increased compliance costs, and even our own demographics, many chapters have struggled to maintain membership. We as a chapter however, have thrived! We’re financially sound and growing as a chapter. And that’s because of the virtuous cycle that you’ve all been a part of.
Our chapter continues to attract new members as our board remains focused on being the “premier community” for our profession. Membership goes hand-in-hand with our loyal corporate partners. They have also been an integral part of our success. Beyond just financial support, our partners provide members with client tools, planning concepts and educational opportunities to further support our knowledge base. This cycle continues with our amazing program lineup. We’ve had the fortune of learning from some of the best minds of our profession in our monthly meetings.
Our board has worked extremely hard to expand on our success in several other areas as well. Our website is beautiful, modern, and functional. We have a growing social media presence and are furthering efforts to get the message out about of our values to the public. We have a burgeoning pro-bono committee and are getting to do some amazing volunteer work for our community. We advocate on behalf of our profession, not only in Albany, but in Washington too. Finally, our annual symposium in May is our flagship event and is shaping up to be our best one yet.
Thank you to our membership, our corporate partners, our dedicated board members and our executive director, Stephanie Cogan for helping to make the FPA of Northeastern NY the premier community for our profession. We look forward to a great year and continued success.
All the best,
Michael Frontera CFP®, ChFC®, RICP®
President, FPA Northeastern New York Chapter
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