Vahanian attends key financial advisor leadership conference

 In Press Releases

Vahanian & Associates Financial PlanningSeptember 2012 – Certified Financial Planner, Jeffrey Vahanian joined 1,500 financial advisors from around the country at the Advisor Group inaugural National Education Conference September 9-13 in National Harbor, Maryland, participating in various educational sessions and upper management discussions. Vahanian, President of Vahanian & Associates Financial Planning Inc in Saratoga Springs, is a registered representative with Osaic Wealth, one of three leading independent broker/dealers comprising the Advisor Group network. At the conference he was installed as a permanent member of the Royal Alliance National Advisory Board after serving four years as board chairman. Keynote speakers included President George W. Bush, Steve Jobs biographer Walter Isaacson and former US Navy SEAL, Marcus Luttrell, the sole survivor of an ambush on his SEAL team in Afghanistan in 2005. The conference was focused on three themes – Leadership, Service and Innovation. Vahanian said that “during these incredibly volatile times, financial advisors must embrace the importance of their leadership and service while continuing to seek innovative solutions that can help clients manage their financial lives. This conference was a tribute to these themes that matter most.” Vahanian’s firm offers investment management, retirement and financial planning guidance to high net worth individuals and their families.


Jeffrey Vahanian with President George W. Bush at Advisor Group National Conference

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Vahanian & Associates is located at 60 Railroad Place in Saratoga Springs, NY (518)583-0891. Mr. Vahanian 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.

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Osaic Wealth, Inc. is one of the nation’s largest broker-dealers with over $40 billion in total account assets and nearly 1,800 affiliated independent financial advisors. Founded over 40 years ago and headquartered in New York City, Royal Alliance supports independent financial advisors with the industry’s leading open architecture platform, robust technology offerings and one of the largest advisory services teams in the industry. For more information, visit .Vahanian & Associates Financial Planning Inc is not affiliated with Royal Alliance.

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Advisor Group is one of the largest independent broker-dealer networks in the United States and consists of FSC Securities Corporation, Osaic Wealth, and SagePoint Financial, Inc. These independent broker-dealers, with more than 4,800 independent financial advisors, are all wholly-owned subsidiaries of Advisor Group.

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