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Viewing: Organization: Greater New Haven Chapter of FPA Connecticut, Affiliation: board member, End After 11/18/2019, Grace Days: 0




  ID 6066
Name DePalma, JoAnne CFP®, AIF
DePalma, JoAnne CFP®, AIF




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Company Planning Partners, LLC
Address 1 101 River Road
Address 2
City State Zip Collinsville, CT 06019
Phone (860) 693 9916
FAX (860) 693 9918
E-Mail depalma.joanne@yahoo.com
website
Member of Grtr Nw Hvn FPA   Affiliation board member
Position Secretary








  ID 6726
Name Kanner, Geoffrey I. CFP®, ChFC, CLU
Kanner, Geoffrey I. CFP®, ChFC, CLU




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Company Kanner Financial Services LLC
Address 1 116 Washington Avenue, Third Floor
Address 2
City State Zip North Haven, CT 06473
Phone (203) 239 5370
FAX (203) 239 6537
E-Mail geoff@kannerfinancialservices.com
website www.KannerFinancialServices.com
Member of Grtr Nw Hvn FPA   Affiliation board member
Position Special Events Director/State Conference Liaison








  ID 12411
Name Morrone, Paul CFP®, CPA
Morrone, Paul CFP®, CPA




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Company US Wealth Management New Haven, LLC
Address 1 5 Saint John Street
Address 2
City State Zip North Haven, CT 06473
Phone (203) 239 1099
FAX
E-Mail paul@uswealthnewhaven.com
website http://www.uswealthnewhaven.com
Member of Grtr Nw Hvn FPA   Affiliation board member
Position President-Elect








  ID 7183
Name Morrone, Thomas P. CFP®, CPA
Morrone, Thomas P. CFP®, CPA


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Company U.S. Wealth Management
Address 1 5 Saint John Street
Address 2
City State Zip North Haven, CT 06473
Phone (203) 239 1099
FAX (203) 239 6007
E-Mail tom@uswealthnewhaven.com
website www.uswealthnewhaven.com
Member of Grtr Nw Hvn FPA   Affiliation board member
Position President, Greater New Haven








  ID 5515
Name Pruett, David R CPTx
Pruett, David R CPTx




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Company Pruett Financial Services
Address 1 50 Whitney Ridge Terrace
Address 2
City State Zip North Haven, CT 06473
Phone (203) 248 0743
FAX
E-Mail davidp@iconn.net
website
Member of Grtr Nw Hvn FPA   Affiliation board member
Position Treasurer








  ID 5725
Name Somerville, Lori L.
Somerville, Lori L.




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Company FPA Fairfield County & Greater New Haven Chapters
Address 1 175 South End Road, #A2
Address 2
City State Zip East Haven, CT 06512
Phone (877) 777 0600
FAX
E-Mail fairfield@fpact.org
website
Member of Grtr Nw Hvn FPA   Affiliation board member
Position Administrator
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