VAHANIAN & ASSOCIATES CELEBRATES BONNIE M. BOYCE, CFP® 30 YEAR ANNIVERSARY

 In Press Releases

Saratoga Springs, NY, January 27, 2022 – Bonnie M. Boyce, CFP® recently commemorated her 30th anniversary with Vahanian & Associates Financial Planning Inc. of Saratoga Springs. While Jeffrey C. Vahanian, CFP® founded the company in 1986, Bonnie joined shortly thereafter in 1992, cementing what has been a powerful and rewarding collaboration in shaping the future of the firm.

In reflecting upon Bonnie’s presence, Vahanian says “Bonnie is not only my business counterpart, but she is one of my closest friends. I can’t imagine doing what we do without her by my side. She is the consummate professional and simply a joy to work with.”

Bonnie grew up in Saratoga Springs, attained her Bachelor’s Degree (BA) from Syracuse University and her Masters of Business Administration (MBA) from SUNY Albany.

Of her role at Vahanian, Bonnie says “Having started my career at First Albany Corporation, a regional broker dealer at the time, I was grateful for the initial exposure to the industry. But I wanted to find a practice that was more focused on client relationships, where I could also expand my knowledge base to best serve families we work with.” So, in 1992, Ms. Boyce joined Mr. Vahanian in building the firm to what it is today. As Bonnie says, “This is my home and work family.” And as Jeffrey Vahanian concurs, “I wouldn’t even want to do this without her.”

Ms. Boyce is also a FINRA Registered Securities Principal, CFP®, Vice-President and the firm’s Chief Compliance Officer. The company which manages $350mm in client assets is also supported by 22-year member and Director of Client Services, Rachel Harvey, six-year team member and Jeffrey Vahanian’s daughter, Cameron Corsi, Director of Investment Research, six-year member Lisa Cast, Client Services and Operations Specialist, and our newest team member, Julia Eddy, Administrative and Client Services Specialist.

About Vahanian & Associates:

Vahanian & Associates Financial Planning Inc. provides financial planning, investment management, and estate planning services for high-net-worth individuals and families, and is accepting new clients. The team also provides ESG and Sustainable Investing options. Vahanian & Associates is located at 60 Railroad Place in Saratoga Springs, NY (518) 583-0891. Jeffrey Vahanian, CFP®, President of Vahanian & Associates is also separately a registered representative offering securities through Osaic Wealth, Inc., member FINRA/SIPC. Investment advisory services offered through Vahanian & Associates Financial Planning Inc., a registered investment advisor not affiliated with Osaic Wealth, Inc. The company website can be visited at www.vahanian.com.

Royal Alliance is consistently recognized as one of the premier independent broker-dealers in the country. The company’s reputation is the result of an open-architecture model and commitment to leading edge technology and superior service.

Advisor Group is one of the largest independent broker-dealer networks in the United States and consists of FSC Securities Corporation, Osaic Wealth, SagePoint Financial, Securities America, Triad Advisors and Woodbury Financial. These independent broker-dealers, with more than 10,000 independent financial advisors, are all wholly-owned subsidiaries of Advisor Group and Members FINRA/SIPC.

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