The mission of the Financial Planning Association of Western New York is to provide the membership with opportunities for networking, continuing education and media exposure; to promote the highest standards of ethics, knowledge and skills in the financial planning profession; and to communicate to the public the value of the financial planning process conducted in accordance with the Financial Planning Association Code of Ethics.
The Financial Planning Association of Western New York will remain the region's premier financial planning organization providing benefits to members and promoting awareness of the vital role of financial planning for the public.
On January 1, 2000, the Financial Planning Association (FPA) opened its doors as the new membership association for nearly 30,000 financial planners, allied professionals and organizations that advance the financial planning process. Created by unification of the International Association for Financial Planning (IAFP) and the Institute of Certified Financial Planners (ICFP), FPA is the strongest collective voice of financial planning in the history of the profession.
2013 Chapter Board:
President: Dirk Rabenold, CFP®
President Elect: Peter Hafner, CFP®, CWS
Past President & Chair: Bruce Carrow, CFP®, CLU, ChFC, AEP, CAP
Treasurer: Candace Kelley, CFP®, CPA
Secretary: Stanley Lichwala, CFP®
Christopher Cinelli, CFP®
Craig Clark, CFP®
Jennifer Jurek, CFP®, CDFA™
Patricia Sargent, CFP®
FPA WNY Past Presidents:
2012 Bruce Carrow, CFP®, CLU®, ChFC®, AEP®, CAP®
2011 Stanley Lichwala, CFP®
2010 Christopher Gibas, CFP®
2009 Amy Jo Lauber, CFP®
2008 Michael Birenbach, CFP®
2007 Robert Kloss, CFP®
2006 Ronald Lojacono, CFP®
To begin enjoying all the benefits of FPA, simply complete the online application at the National FPA website.