Our President - Biography

Robert C. Monin, CFP has been a practicing financial planner since 1979 and the owner / president of Amherst Financial Services, Inc. (an investment advisor firm registered with the State of New York) since 1990. He received the Certified Financial Planner (CFP) designation from the College for Financial Planning, Denver, Colorado in 1987 and is a registered principal with FSC Securities Corporation, a registered broker/dealer, member SIPC.

Bob maintains and exceeds the minimum continuing education standards required to maintain his CFP credential as well as his life insurance license and securities registrations. Bob currently is a member in good standing of the Financial Planning Association, Western New York Chapter and previously served as the president of the Western/Central New York Chapter of the Institute of Certified Financial Planners (1999 - 2000) and also served as  president of the Western New York Chapter of the International Association for Financial Planning (1992-93).

Bob has been included as an honored member in the Strathmore`s Who`s Who Directory of Business Leaders since 1996 and is a lifetime member of that directory.

His financial planning practice emphasizes a conservative investment management approach utilizing various forms of securities and insurance products to help meet his client`s financial goals.   Specializing in the area of wealth accumulation and retirement planning, he also has extensive experience in estate planning, charitable gift planning that may include utilization of both domestic and off-shore trusts.

Bob is the founder and the president of Amherst Financial Services, Inc. as well as PPS Agency Inc., a companion financial products distribution company. He entered the field of financial planning in 1979 and received initial training through the CIGNA Financial Services intensive three year planner training program. He continued the financial advisor educational process by obtaining the Certified Financial Planner (CFP) designation in 1987 and has maintained his credentials through diligent pursuit of ongoing professional education.

In 1987 he founded PPS Agency Inc.(an insurance agency) and was a co-founder of Progressive Planning Services, Inc.(a registered investment advisor).   Bob founded Amherst Financial Services, Inc. in 1990 and has since been providing financial planning and investment advice for clients of this firm.

Bob is an avid golfer and resides in Williamsville, NY with his wife of more than  thirty years, Sandi,.  He and Sandi are the parents of two adult children.