Please note: These links will take you to FPA National's Web site.
Please note: These links will take you to FPA National's Web site.
Choose from 1,000s of financial planners, all of whom adhere to FPA's Code of Ethics.
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.
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Chairperson of the Board |
Chapter President Joseph W. Fleischman, CFP® Vanderbilt Financial Group (631) 845-5100 x 3822 |
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President Elect TBD
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Treasurer |
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Secretary Diane E. Wilkie, CFP® Wilkie & Wilkie (516) 564-8301 x12 |
Director of Membership John Baldi, MBA, CPA, PFS |
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Director of Programs / Education Michelle Hall Marsh (631) 577-0532 |
Director of Programs / Education |
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Director of Symposium |
Director Corporate Relations/Partnership James Graziano, CFP® (631) 656-8884 |
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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 |
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Director of Career Development Moss J. Kaufman, CFP® Network Capital Services, Inc. (631) 366-1999 |
Director of Focus Groups |
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Director of Government Relations John Patafio The Law Offices of John T. Patafio, PC 631-691-4000 |
Legal Council |
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Chapter Executive |
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