2014 Board of Directors

 

CHAPTER OFFICE: Phone # (516) 542-2004 and email fpali@optonline.net

FPA of Long Island's chapter officers would be happy to answer any questions you may have concerning FPA of Long Island. If you would like to become more involved in the chapter by joining one of our committees, please contact the officer responsible for the area that you are interested in.

Chairperson of the Board
Alan_Borko, CFP®
Forest Hills Financial Group, Inc.
(631) 589-5400 x 319

Chapter President
Joseph W. Fleischman, CFP®
Vanderbilt Financial Group
(631) 845-5100 x 3822

President Elect
Paul Schifter, CFP®
PCS Financial Planning
(631) 366-1999

 

Treasurer
Scott Sanders, CPA, PFS, CFP®, CFS
Sanders Thaler Viola & Katz LLP
(516) 938-5219

Secretary
Diane E. Wilkie, CFP®
Wilkie & Wilkie
(516) 564-8301 x12

Director of Membership

John Baldi, MBA, CPA, PFS
(631) 524-5554

Director of Symposium

Craig J. Ferrantino 
Craig James Financial
(631) 747-0243

Director of Programs / Education
Lawrence Sangirardi
Ameriprise Financial
(631) 923-0885

Director of Pro Bono
Richard L. Bergen, CPA, CFP®
RLB Wealth Planning, Inc.
(516) 741-1430

Director of Fee Advisor Group

Andrew M. Rich, CFP(R), RTRP
Rich Advisory Corp.
(516) 433-0828

Director of Government Relations
John Patafio
The Law Offices of John T. Patafio, PC
631-691-4000

Legal Council
Diane E. Wilkie, CFP®
Wilkie & Wilkie
(516) 564-8301 x12

Chapter Executive
Janet Cino
FPA of Long Island
(516) 542-2004

 

 

Login