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

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Bill Brancaccio, CFP

President
&
Program Director
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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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Byke Sestok, CFP

Past President &
FPA National Board of Directors
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As immediate Past President, Byrke ensures a smooth transition of leadership and guidance to new board members.

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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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Thomas Ausfahl, CFP

Secretary &
New Members
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As Secretary & New Membership Chair, Tom helps introduce new FPA Chapter members to the benefits of becoming an FPA member, both locally and nationally.

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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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Alfie Schloss

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.

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Neil Lubarsky, esq.

Allied Professional 
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Lori Somerville

Chapter Executive