Robert C. Monin, CFP

Robert C. Monin, CFP

President

Phone: 716-632-8974
Fax: 716-632-8976
E-mail:
 
  • Practicing financial planner since 1979
  • Founder of Amherst Financial Services, Inc.
  • Graduate of SUNY at Buffalo, School of Management (BS/1971)
  • Certified Financial Planner(R) designation (CFP)
                       - Certified Financial Planner Board of Standards
                         & College for Financial Planning, Denver, CO (1987)
  • Member Financial Planning Association (FPA)  1999  - present
  • Member International Association for Financial Planning (IAFP)(1985-99)
  • Member Institute of Certified Financial Planners (ICFP)  (1987 - 99)
    Note: IAFP & ICFP merged to form FPA in 1999
  • Past President and member of Board of Directors of the local WNY
    chapters of both IAFP & ICFP
  • Member of National Federation of Independent Businesses (NFIB)
  • Maintains and exceeds continuing education standards of Certified Financial Planner Board of Standards, the Securities and Exchange Commission and the Insurance Department of the State of New York
  • Registered Principal of FINRA Member securities firm
                                                   - FSC Securities Corporation
  • Licenses:  Securities series 6, 7, 22,24,51,63   
                    Insurance - Life, Health, Variable Products