Jeffrey C. Vahanian

CERTIFIED FINANCIAL PLANNER TM 

CFP® President
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P: 518-583-0891
F: 518-583-1617

Jeffrey is President and owner of Vahanian & Associates Financial Planning Inc., formed in 1986, and the lead financial advisor; directing financial planning and investment management decisions.

Jeffrey is a CERTIFIED FINANCIAL PLANNERTM practitioner, a member of the Financial Planning Association (FPA), a registered General Securities Principal and Managing Executive with Royal Alliance Associates, Inc., Member FINRA/SIPC. He also holds the following registrations and licenses:

  • Series 7, 24, 63, and 65

  • Life and Accident & Health Insurance licenses in New York, New Jersey, Connecticut, Massachusetts, and Florida.

    Jeffrey actively meets individually with many clients to support them in establishing goals and strategies designed to pursue their objectives; helping them take constructive action in their personal and financial lives through a balance of health, family, and finances.  Jeffrey credits his parents, both psychologists, for his ability to mediate conflict between family members to create a financial plan that incorporates the concerns and values of everyone involved.

    Jeffrey’s professional associations include:

  • Royal Alliance National Advisory Board (NAB) Longest Tenured Board Member 2006-2016

  • Royal Alliance NAB Chairman 2008-2012

  • Financial Planning Association (FPA) Capital District Chapter

  • FPA Capital District Chapter Board of Directors 1993-1998

  • FPA Capital District Chapter President 1996-1998

  • Estate Planning Council of Eastern New York

  • Financial Services Institute

Jeffrey has been a guest as a financial planning specialist on many radio programs throughout the Capital District. He has also appeared on public television, Fox TV 23 and WTEN-TV 10 (ABC) as a financial planning specialist since 1993.  Jeffrey has been featured in national publications such as Success Stories, Dow Jones Investment Advisor, Investment News, Financial Planning, and Registered Representative magazines.

Jeffrey is a 1980 graduate of Skidmore College. He is married, has two children, and lives in the Saratoga area.

 

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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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