History + Highlights

Through The Years

History + Highlights

Through The Years


JEFFREY VAHANIAN moves to Saratoga Springs, NY to build Vahanian & Associates into what it is today.

Vahanian & Associates Financial Planning


BONNIE BOYCE joins the team.

Vahanian & Associates Financial Planning


JEFFREY joins the Financial Planning Association Capital District Chapter and is appointed to its Board of Directors, serving until 1998.

JEFFREY begins appearance on public television – Fox TV 23 + WTEN TV 10 (ABC) as a financial commentator.

Vahanian & Associates Financial Planning


JEFFREY is elected Capital District Chapter President of the FPA, serving until 1998.

JEFFREY joins the Estate Planning Council of Eastern New York

VAHANIAN & ASSOCIATES moves their office from Broadway to Railroad Place in Saratoga Springs, New York.

Vahanian & Associates Financial Planning


BONNIE joins the Royal Alliance Administrative Council where Bonnie served as chairperson from 2010 until 2013.


JEFFREY joins Royal Alliance National Advisory Board (NAB).

Vahanian & Associates Financial Planning


BONNIE joins the Financial Planning Association Capital District Chapter.

JEFFREY serves in a leadership capacity of the Royal Alliance Ambassador Advocacy Group.

Vahanian & Associates Financial Planning


JEFFREY is elected as Royal Alliance NAB chairman, serving until 2012, representing the longest tenured chairperson in NAB history.


BONNIE is appointed to a 9-person Royal Alliance Administrative Advisory Panel.

VAHANIAN & ASSOCIATES celebrates 25-year partnership with the Saratoga Springs Chamber of Commerce.


VAHANIAN & ASSOCIATES celebrates 30 years.

JEFFREY is recognized as the longest tenured board member for the Royal Alliance National Advisory Board (NAB) for 10 consecutive years.

Vahanian & Associates Financial Planning Inc.


BONNIE celebrates 25 years with Vahanian & Associates.

Vahanian & Associates Financial Planning Inc.


JEFFREY celebrated his 60th birthday in January 2018 and the office surprised him with a “Happy Birthday” video montage with some of his old sportscasting footage.

New website launch and office renovation!


VAHANIAN & ASSOCIATES expands its commitment to
Environmental, Social and Governance “ESG” Investing
for clients concerned with such issues.

LAUNCH Vahanian Viewpoints Blog.

It is important to understand that utilizing ESG-specific investments and investments that Vahanian & Associates perceives to have an intentional or measurable impact, does not guarantee that investment selections will align with specific sustainable values that you may have, but will instead be invested in accordance with Vahanian’s criteria for investment selection. ESG scores and ratings may differ from one investment to another. It is important to note that how a firm and/or portfolio manager analyzes and identifies ESG factors may not reflect how another firm and/or manager does respective research.

Further, the underlying holdings of pooled ESG investment vehicles may or may not offer the same level or scope of ESG information as other companies and, therefore, data may not be consistent across the board. As a result, some investments may not capture sustainable concepts with 100% accuracy. Therefore, we may rely on portfolio or fund managers to establish their own system of ranking and sustainable factors in coordination with their mandate.

Utilizing ESG-specific investments does not guarantee a certain level of performance. The investment universe of ESG-related investment vehicles is by nature narrower in scope and therefore your investment options may be limited. Further, by narrowing the scope of investment options you may or may not be missing out on an opportunity or sector that could contribute to overall performance. ESG-mandated investments may have a higher expense ratio than traditionally managed investment vehicles.