Financial Planning Associates LLC is an Independent SEC Registered Investment Advisory Firm. We pride ourselves on being a fiduciary advisory firm that always put the client’s interest first. We are compensated on fully transparent and disclosed fees directly from our clients. Our advisors are experienced and credentialed CFP® professionals (Certified Financial Planners™) with combined industry experience of over 40 years.
Our offices are located in White Plains, NY but we service clients throughout the tri-state area. We can also advise our clients throughout the United States where we are registered.
TONY TADDEO
President
Tony Taddeo is an alumnus of Fordham University, and is a Certified Financial Planner® professional.
Tony developed his background at an Independent Tax, Financial Planning and Investment Advisory firm in Westchester County, NY that was voted one of the Top Independent Wealth Management Firms in New England by Barron’s Magazine. His experience included working with the Firm Partners who were CFP® and CPA professionals, across the Investment Advisory, Tax and Financial Planning departments over a span of six years.
Tony then transitioned to become Vice President within the financial planning department of a boutique wealth management firm located in New York City. Tony provided comprehensive financial planning to high net worth individuals, corporate executives and business owners.
Prior to establishing Financial Planning Associates LLC, Tony was a Director of Financial Planning with an Independent Registered Investment Advisor in Tarrytown, NY which provided financial planning and investment advice to employees of Ivy League medical academic institutions including Harvard and Yale Universities.
Tony is an avid Golfer who enjoys playing in charitable events for worthy causes. When away from the office, Tony enjoys traveling, watching sporting events, and most of all spending time with his family which consists of his wife, three children and dog.
STEPHEN T. GILLINGHAM JD, CFP®
Senior Wealth Manager
Steve Gillingham is an alumnus of The George Washington Law School, and is a Certified Financial Planner™, as well as a Chartered Financial Consultant.
Steve gained knowledge of investments while working for the Securities and Exchange Commission in Washington, and for the research department of an investment banking firm on Wall Street. Steve also worked for the Chief Counsel’s Office of the Internal Revenue Service for several years.
After working for the SEC and the IRS, Steve worked for over fifteen years as counsel with major corporations, providing financial and tax advice on employee benefits, corporate transactions, and other issues relevant to both public and private companies.
Since developing a financial planning practice in 1995, Steve has advised clients throughout the country on a wide range of personal financial issues, and is currently managing assets for several of these clients.
He has taught retirement planning classes at Pace University and for the IBM Quarter Century Club, and has been a frequent speaker on investments and retirement planning. Steve is currently listed in Who’s Who in America and has been selected as “One Of America’s Top Financial Planners” by Consumers’ Research Council of American. He is a member of the Financial Planning Association, and held the position of Group Editor of the Annual Report Edition of the Tax Lawyer from 1984 to 1987.
When not involved in his practice, Steve enjoys spending time with his family, hiking, and fishing.