Bonnie M. Boyce, MBA, CFP®

Vice President and Director of Financial Services
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P: 518-583-0891
F: 518-583-1617

Bonnie is the Chief Compliance Officer and Director of Financial Services of Vahanian & Associates Financial Planning Inc., a Registered Investment Advisor, where Bonnie spearheads regulatory compliance related issues, ensures utilization of competitive edge technology, and manages operations of the practice.

She serves as a key source of information for staff members in the financial planning process and also supervises ongoing firm services; interacting extensively with clients and other professionals, such as accountants, attorneys and human resources personnel and oversees taxable events recordkeeping.

Bonnie has been a valued presence at Vahanian & Associates since 1992 and has been working in the financial services industry since 1985. Her licensing and certifications include:

  • Series 7 and 63 registrations

  • General Securities Principal (Series 24)

  • CERTIFIED FINANCIAL PLANNER™ practitioner

  • Life and Accident & Health Insurance Licenses with the State of New York

    She holds a Master’s degree in Business Administration from the State University of New York at Albany and a Bachelor’s degree in Economics and French from Syracuse University, and is currently a member of the Financial Planning Association of Northeastern New York.

    Bonnie is also a  long serving member of the Royal Alliance Administrative Advisory Panel, a board of peers from across the country that collaborate in establishing best industry practices to  continuously advance the quality of services provided to  clients and their families. The members of this board also act as a resource for the broker dealer and Bonnie has been participating in this role since 2000.

    Prior to joining Vahanian & Associates, Bonnie was employed in various capacities by First Albany Corporation, a regional brokerage firm where she gained valuable knowledge in many aspects of the investment industry by working in such areas as Research, Corporate Finance, IPO Syndicate and Trading.

    Bonnie is married and lives in her hometown, Saratoga Springs, with her husband Glenn and their two boys, Matthew and Spencer, both actors and singers. Bonnie is an active member of the Board of Directors of the Saratoga Children’s Theatre. When there is a free moment, Bonnie enjoys photography and scrapbooking her family’s adventures.

 

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Contact Info

60 Railroad Place, Suite 104
Saratoga Springs, NY 12866
Tel: 518-583-0891
Fax: 518-583-1617
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Important Disclosure

Vahanian & Associates Financial Planning Inc. (“Vahanian”) is a registered investment adviser located in Saratoga Springs, New York.

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