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Congratulations to FPANY Member Jacob Morris

Jacob Morris, recipient of the first FPA New York CFP Exam Fee Reimbursement Scholarship, presented by chapter president, Anthea Perkinson CFP® at the 18th Annual Forum. Jacob is an active volunteer with the chapter’s Pro Bono and Public Awareness Committees and passed the CFP exam in March. Click here for the application for the second such scholarship, which will be awarded at the Ethics meeting in November 2017.

 

 

 

 

 

 

 

FPA of NY is proud to serve active and retired members of the military. Click here for more details. 


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Financial Planning Association of New York

551 Valley Road #358
Upper Montclair, NJ 07043
Email: info@fpany.org

Phone: 877-77-FPANY or 877-773-7269

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