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Hauppauge's FPA of Long Island Elects Three New Board Members

The Financial Planning Association of LI in Hauppauge has elected three eminent financial advisors to its Board of Directors.

October 23, 2020; Hauppauge, NY: The Financial Planning Association of Long Island (FPA of Long Island), headquartered in Hauppauge, has annonced that three eminent financial advisors – Mitchell Goldberg, Donna E. LaScala and John Marchisotta – have each been elected to its Board of Directors. FPA of Long Island was established to help elevate and educate practitioners in the financial services industry. Through general membership meetings, pro-bono and networking events, advocacy and charitable opportunities, its golf outing along with its flagship symposium and exhibition, the organization delivers up-to-date and important information that financial professionals need in order to stay current and help their clients flourish.

Mitchell Goldberg, AIF®, AAMS of Melville, NY is an active member of FPA of Long Island. He is a nationally recognized commentator on financial markets, investing strategies, and economics who is a frequent contributor to CNBC. His observations have also been carried by NBC News, The Wall Street Journal, Acorns, Newsday, USA Today, Market Watch, News 12, and other media outlets. A strong believer in continuing education, Mr. Goldberg recently earned his AIF® (Accredited Investment Fiduciary®) and is now working towards his Certified Financial Planner designation. He is a member of the Long Island Elite networking group, having served on several committees and as a previous Board Member; and is also a member of the Board of Trustees at Temple Beth Torah in Melville, NY. Professionally, Mr. Goldberg has worked in the investment business for the past 30 years and has earned numerous licenses and accreditations. He is President and CEO of ClientFirst Strategy, Inc., located in Melville, NY.

Donna E. LaScala, RFC, CDFA®, CLTC of Port Washington, NY has been part of FPA of Long Island for the past few years and has served on its Symposium Committee, volunteered at its Annual Golf Outing, and was a featured speaker during a General Session at its 2019 Symposium and Exhibition. Ms. LaScala also represented the FPA at last year's NCCPAP conference, participates in the Moxxie Mentoring Foundation as a Junior Moxxie Mentor, and has received numerous accolades and awards for her volunteer work. She is a member of the New York State Council on Divorce Mediation, is trained as a Collaborative Financial Neutral, and is a member of Long Island Collaborative Divorce Professionals (LICDP) as well as the IACP (International Association of Collaborative Professionals). Professionally, Ms. LaScala is affiliated with American Portfolios Financial Services, Inc., a broker/dealer located in Holbrook, NY. She has worked in the financial services profession for over 25 years and holds the professional designations of RFC (Registered Financial Consultant) with IARFC Ethics Approved Status, CDFA (Certified Divorce Financial Analyst) and CLTC (Certified in Long-Term Care).

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John Marchisotta, CFP®, ChFC, AIFA® of Fort Salonga, NY is another long-time member of the FPA of Long Island and is the Managing Partner of Pivotal Planning Group, LLC, located in Melville, NY, who has areas of expertise in personal financial planning and investment management. Mr. Marchisotta also serves as the chairman of Pivotal Planning Group's Investment Policy Committee with over 25 years of experience providing personal financial planning advice to families and retirement plan consulting advice to trustees. He began his professional career with Satty, Levine & Ciacco, CPAs, P.C. in 1990 as a tax accountant.

"I am extremely pleased to welcome these three distinguished professionals to the FPA of Long Island's Board of Directors," said FPA of Long Island Board President, Mark A. Badami, CFP®, CLTC. "Their deep understanding of our mission and commitment to helping the Long Island chapter of FPA in achieving our goals can only mean greater success for our organization in the future."

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Founded in 1973, the Financial Planning Association has 86 chapters nationally, including its Long Island chapter, headquartered in Hauppauge, NY. The Association is the principal professional organization for Certified Financial Planners (CFP®), professionals, educators, and financial services providers. FPA of Long Island is a 501(c) (6) that provides its membership with education and training; standing behind the high standards of professional competence and ethical conduct. FPA of Long Island organizes monthly events and workshops to offer continuing education credits while also keeping members informed of legislative issues, new tax laws and compliance. In addition, the FPA of Long Island hosts its flagship event, the Annual Symposium and Exhibition, offering financial professionals up to eight continuing education credits. For more information, please contact the FPA of Long Island Chapter Executive Elissa Weick at (516) 524-2004, or email at fpali@optonline.net, or visit the website www.fpali.org.
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PHOTO CAPTIONS:

  • Photo 1: Pictured is Mitchell Goldberg, AIF®, AAMS, of Melville, NY, who was recently elected to its Financial Planning Association of Long Island's Board of Directors.
    Photo Credit is courtesy of Alex M. Wolff with Concierge Photography, who grants media permission of photo use.
  • Photo 2: Pictured is Donna E. LaScala, RFC, CDFA®, CLTC of Port Washington, NY, who was recently elected to Financial Planning Association of Long Island's (FPA of Long Island) Board of Directors.
    Photo Credit is courtesy of FPA of Long Island, which grants media permission of photo use.
  • Photo 3: Pictured is John Marchisotta, CFP®, ChFC, AIFA® of Fort Salonga, NY, who was recently elected to Financial Planning Association of Long Island's (FPA of Long Island) Board of Directors.
    Photo Credit is courtesy of FPA of Long Island, which grants media permission of photo use.

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