Professional Leadership
Mr. Solomon has demonstrated his commitment to financial professionalism throughout his career
in a variety of leadership roles. Current commitments include:
-
The Financial Planning Association (FPA®)
FPA is the leading national professional membership organization for the financial planning
community. With more than 29,000 members, FPA is a consumer focused professional organization.
FPA Government Relations Committee (Past Chair) The commitee is responsible for
formulating advocacy and lobbying positions for the FPA.
- International Standards Organization (“ISO”)
Ethics – Technical Expert, representing the United States before the ISO.
Drafted Code of Ethics as submitted by the U.S. Delegation to ISO for deployment in all member countries.
- Journal of Financial Planning,
Editorial Review Board
- Society of Financial Services Professionals, member
- Estate Planning Council of Eastern New York, member
- The Nazrudin Project (charter member), an association of advanced
financial planning professionals who study issues relating to the human dynamics of money
and “Interior Finance”.
- Financial Planning Association of Northeastern New York, member
Past commitments have included:
-
CFP Board of Standards, committee service
-
FPA Tax Policy Sub-Committee, Chairman
-
New York State Association of the Institute of Certified Financial Planners,
Governmental Affairs Chairman
-
The Greater Capital District Society of The Institute of Certified Financial Planners,
President and Chairman
-
The Institute of Certified Financial Planners(ICFP),
numerous committees attached to the national Board of Directors of the ICFP in Denver,
including the Public Issues Committee, Committee on the Profession,
and Masters Retreat Planning Committee.
-
North Eastern New York Chapter of the Financial Planning Association,
past Director-at-Large.
Media Appearances
Mr. Solomon has addressed countless groups and organizations over the years. He has been
widely quoted and has provided expert commentary and material for articles appearing in publications such as:
The Wall Street Journal
The New York Times
The Minneapolis Star-Tribune
The San Francisco Examiner
The San Diego Union Tribune
The Albany Times Union
The New York Post
Bottom Line/Personal
Inside Information
Financial Planning Magazine
The Journal of Financial Planning
CFP Today
Investment Advisor Magazine
Dow Jones Newswires
Registered Representative
Bloomberg Wealth Manager
Fidelity Stages Magazine
Investment News
Publications
Mr. Solomon contributed a foreword to The Art of Investing & Portfolio Management
— A Proven 6-Step Process to Meet Your Financial Goals, published
in 2004 by McGraw-Hill.1
Other Professional Services
Mr. Solomon serves as an expert witness and consultant to attorneys and has provided litigation
support on matters related to financial planning, investment advisory services,
securities, insurance, and professional ethics.
Education
- The State University of New York at Potsdam
- The College for Financial Planning, Denver, Colorado
- The American College, Bryn Mawr, Pennsylvania
Commercial Honors
Mr. Solomon's professional commitment has also been acknowledged by companies with
whom he has had working business relationships.
- He is presently recognized as a “Premier Consultant” by AssetMark Investment Services,
Inc., a firm that supports the activities of investment advisors.
-
Lincoln Investment Planning, Inc.2
presented Mr. Solomon with many awards honoring his
achievements, including the firm’s; “Top Achiever”, “Honor's”,
“President's” and
“Chairman's Round Table” awards, as well as their most prestigious: membership in the
firm’s “Hall of Fame”.
Registrations & Licenses
- Investment Advisory Services and Financial Planning Services through WealthPro, LLC,
a federally Registered Investment Advisor 3
- FINRA General Securities Principal through The Strategic Financial Alliance, Inc. 4
- New York State Master Insurance Agent license for Life, Variable Annuity, Accident
and Health Insurance 5
Community Involvement
Over the years Mr. Solomon has served on numerous Boards of Directors and worked in a variety of
community service roles. He is presently serving as Treasurer and member of the Board of Managers
for YMCA Camp Chingachgook on Lake George, supporting the great work that the Camp does for children.
He is also chairing the camp’s 2006 “Reach Out for Youth” fundraiser to provide financial aid
and “scholarships” assuring
that as many children as possible have the opportunity to benefit from the Chingachgook experience.
He resides in Saratoga County with his wife, Dr. Robin Solomon.
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