Officers
Chairman – Thomas Duffy, CFP®, MBA – Jersey Shore Financial Advisors LLC - Red Bank
President - Leslie T. Beck, CFP®, MBA – Compass Wealth Management LLC – Maplewood
President-Elect – Todd Stanard, CFP®, ChFC – Lincoln Financial Advisors – Rochelle Park
Secretary/Treasurer – James Freisen, CFP®, CPA – Robert J. Oberst, Sr. & Associates - Red Bank
Board of Directors
Robert Herold, CFP® - Raymond James - Franklin Lakes
Sean Keating, CFP®, RFC, ChFc – Patriot Financial Advisors - Eatontown
Timothy Knotts, CFP® - The Hogan-Knotts Financial Group - Red Bank
Elizabeth McNeilly, CFP®, MBA, RFC – Wealth Wise Strategies, Inc. - West Windsor
Damien Paumi, CFP® - Nisivoccia & Company, LLP - Mt. Arlington
Robert Rafano, CFP® - Mayo, Rafano, Krubich & Associates (a financial advisory practice of Ameriprise Financial Advisors, Inc.) – Matawan
Charles Roberson, CFP®, CLU – Modera Wealth Management - Westwood
Kenneth Shapiro, CPA/PFS, CFP® - Shapiro Financial Security Group – Hazlet
William Stratton, CFP® - Nova Financial Consulting - Manasquan
Ray Streker, CFP® - Sole Proprietor – East Hanover
Daniel Verdun – James A. Conners Associates, Inc. – Morristown
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FPA is the non-profit membership organization for the financial planning community, with over 24,000 members in 97 chapters across the country. FPA connects all those who need, support, and deliver financial planning. We believe that everyone is entitled to objective advice from a competent, ethical financial planner in order to make smart financial decisions. FPA members demonstrate and support a professional commitment to education and a client-centered financial planning process.
For more information on FPA or FPA of New Jersey, please visit www.fpanj.org.
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A non-profit, member-driven organization dedicated to promoting the disciplined, ethical practice of the financial planning process in order to help people achieve their goals and dreams.
