ABOUT US

The Financial Planning Association (FPA) is the indispensable resource for CERTIFIED FINANCIAL PLANNER (CFP®) Professionals. Our primary aim is to elevate the profession that transforms lives through the power of financial planning.

CONTACT

Lori Somerville

(877) 817-8400

lori@fpaghv.com

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THE FINANCIAL PLANNING ASSOCIATION
of the GREATER HUDSON VALLEY

The home for Financial Planners in:

Westchester, Rockland, Putnam, and Dutchess Counties

The Financial Planning Association (FPA) is an indispensable resource for CERTIFIED FINANCIAL PLANNER (CFP) Professionals. Simply put, we are the community that works together to elevate individual financial planners, regardless of practice type, and the financial planning profession as a whole. We believe true financial planners provide an invaluable, critical service to society, and that CFP® professionals lead the way in the commitment to raise the bar for the clients they serve.

WE ARE ONE CHAPTER OF A NATIONAL ORGANIZATION

Board of Directors

The President sets the direction for our organization each year. This is inclusive of recurring events such as chapter lunch and dinner meetings, Journal of Financial Planning Discussion Groups, and additional events such as investment panels, annual chapter symposium, member best practice, and case studies.

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Byrke Sestok, CFP

President
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As immediate Past President and Secretary, Tom ensures a smooth transition of leadership and guidance to new board members.

The Allied Professionals committee works with the Westchester chapters of the New York State Society of CPAs and the New York Bar Association to develop interdisciplinary seminars for the three professions. An additional goal is to provide a refreshing forum to network with other professionals.

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David Lasco, CFP

Director of NexGen
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NexGen is a community for the next generation of financial planners in Westchester County. Connect and share ideas with new and experienced advisors, and network with the next generation of allied professionals. Past events include wine and beer tastings, happy hours, and plenty of food.

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Marcia Kaplan, CFP

Allied Professionals Director
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Adam Kozak, CFP

Pro Bono Director
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Volunteering in our Pro Bono efforts is a valuable way for financial planners to give back to their communities. Over the years, our chapter has participated in presentations and one-on-one consultations at Westchester Community College, Pace University, and Financial Literacy Day at West Point Academy.

Ron Latz

Membership Director
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The Membership Director oversees membership activities by developing and implementing program initiatives and policies designed to increase, retain, and engage membership. The membership committee also creates, updates, and distributes information to current and prospective members.

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Andrew Horowitz, CFP

Treasurer
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The Treasurer is responsible for the finances of the chapter, including budgeting, record keeping, and reimbursement.

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Laura Medigovich, CFP

Advocacy Director
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The Advocacy Director serves as a communications liaison for national and state based FPA initiatives to communicate with our legislators. Past events attended include NY State Advocacy Day in Albany, National Advocacy Day in Washington, DC, and NYC Advocacy Day.

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Bill Brancaccio, CFP

NexGen Committee Member
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Lori Somerville

Chapter Executive
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