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.