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The ADFP is establishing local chapters throughout North America. If you are interested in establishing a chapter in your area, please call us at 888-838-7773 or click here.
California:
Directors:
Jerry Cohen, CPA/PFS, CFF, ChFC, CDFA™
Kathleen M. Faulkner, CDFA™, CFDP™
Connecticut:
Chairpersons:
Elizabeth Cox, MIA, CDFA™
Lisa C. Gresham, CDFA™
Long Island:
Director:
Maria T. Carrara CPA, CDFA™
Committee:
Karen M. Rizzo, CMPS
Nannette Watts, CPA, ABV
Jeannine R. Weinberg CDFA™, CCPS
Robyn D. Weisman, Esq.
New York Metro:
Directors:
Stacy Francis, CFP®, CDFA™
Cynthia Anderson Thompson, CDFA™
Ohio:
Directors:
Susan A. Moussi, CPA, CFP®, CDFA™
Amy L. Whitlatch, CFP®, CDFA™
Philadelphia:
Directors:
Robert Gorman, CFP©, CDFA™
Terence N. Kita, MBA, CFP®,CDFA™
Committee:
David A. Emery, CFP®, CDFA™, CCPS
Mackenzie Frankel
CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo) are certification marks owned by Certified Financial Planner Board of Standards Inc. These marks are awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements.