Oakdale's Peter Craig Joins Financial Planning Assoc. of LI Board

May 6. 2022; Oakdale, NY – Peter Craig of Oakdale and Matthew Kweller, CFP of Melville have been elected as new members to the Board of Directors for the Financial Planning Association of Long Island (FPA of Long Island). Both Mr. Craig and Mr. Kweller serve as Co-Directors of FPA of Long Island’s NexGen Committee, which provides resources on topics and issues specifically designed to help young and new financial planning professionals develop as well as work their way toward their most important career goals.

“Peter and Matthew are a great addition to the FPA of Long Island’s Board of Directors,” said FPA of Long Island Board President, Mark A. Badami, CFP®, CLTC. “They share in our vision the advancement of our mission and our goals where their contributions are sure to bring greater success for our organization in the future.”

An Investment Advisor Representative with A&M Financial Services, LLC in Westbury, NY since 2013, which is a wealth advisory practice of Royal Alliance Associates, Mr. Craig advises clients on a day-to-day basis with their financial needs. He holds Series 7 and 66, Life Accident and Health Insurance as well as Property and Casualty Insurance licenses. He graduated from Coastal Carolina University with a Bachelor of Science Degree in Finance with a concentration in Wealth Management.

Mr. Kweller is a Senior Private Client Advisor at People’s United Advisors, formerly Gerstein Fisher, in midtown Manhattan NY where he advises high-net-worth clients with all aspects of their wealth and investment needs. A Certified Financial Planner™ professional and a Registered Social Security Analyst (RSSA®) who holds Series 7 and Series 63 licenses, Mr. Kweller graduated with a Bachelor of Science Degree in Finance from Penn State University. He spent the first four years of his career in Philadelphia, PA as a Financial Advisor at Vanguard, working in its hybrid digital Personal Advisor Services Department. Mr. Kweller is an active volunteer with Family Reach, providing pro-bono financial planning services to cancer patients and recently relocated from the Financial Planning Association Metro New York chapter.

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, along with its flagship symposiums and exhibition, the organization delivers up-to-date and important information that financial professionals require in order to stay current and help their clients flourish.

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.