Amherst, NY: Level Financial Advisors announced that one of its advisors, Paul Coleman III, CFP®, was recently named President of the Financial Planning Association of Western New York. Coleman has served on the board of the FPA since 2016 and was most recently the organization’s Treasurer.
Mr. Coleman is a CERTIFIED FINANCIAL PLANNER™ professional with Level, having joined the firm in 2014. He is a graduate of SUNY Alfred with a Bachelors of Business Administration in Financial Planning.
In his new role with the FPA, Mr. Coleman will oversee the association’s activities and finances, and work with the organization’s 117 members. The group meets on a monthly basis and also sponsors various networking and educational events throughout the year. He will continue to service his clients at Level Financial.
The FPA of WNY provides its membership with opportunities for networking, continuing education, and media exposure; it’s mission is to elevate the profession that transforms lives through the power of financial planning.
The Financial Planning Association, founded in 2000, boasts over 24,000 members and was formed as a result of a partnership between the Institute of Certified Financial Planners and the International Association of Financial Planners
Level manages $426 million in assets for 615 households and is based in Amherst, NY. The firm has been in business since 1979 and recently opened a satellite office in Hamburg, NY.