History + Highlights

Through The Years

Vahanian and Associates Financial Planning - Our Team

History + Highlights

Through The Years

1986

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

Vahanian & Associates Financial Planning

1992

BONNIE BOYCE joins the team.

Vahanian & Associates Financial Planning

1993

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

1996

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

2000

RACHEL HARVEY joins the team.

Vahanian & Associates Financial Planning

2005

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

2006

JEFFREY joins Royal Alliance National Advisory Board (NAB).

Vahanian & Associates Financial Planning

2007

BONNIE joins the Financial Planning Association Capital District Chapter.

JEFFREY is asked to serve in a leadership capacity of the Royal Alliance Ambassador Advocacy Group.

Vahanian & Associates Financial Planning

2008

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

2015

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.

2016

VAHANIAN & ASSOCIATES celebrates 30 years.

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

Vahanian & Associates Financial Planning Inc.

2017

BONNIE celebrates 25 years with Vahanian & Associates.

Vahanian & Associates Financial Planning Inc.

2018

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, office renovation and more to come!