MaryKay has been providing comprehensive financial planning guidance to Hudson Valley residents for over 25 years. As a CERTIFIED FINANCIAL PLANNER™ and Sr. Financial Consultant at HVFCU Financial Services, she offers her clients unique financial strategies and solutions with knowledge, empathy and integrity.
MaryKay is experienced in Portfolio Review, Asset Allocation, with emphasis on Taxation, Retirement Planning and Estate Planning. As a trusted financial partner, MaryKay focuses on educating her clients while thoroughly evaluating and understanding their unique needs. She is committed to providing her clients ongoing professional guidance so that they may feel empowered to make informed financial decisions.
In addition to meeting personally with members, MaryKay also conducts a number of free, educational seminars and workshops on timely topics such as Social Security, retirement, and estate planning.
She has earned the designation of CERTIFIED FINANCIAL PLANNER™, which required completing a rigorous 2-year course and passing the national exam. CFP® professionals must meet the Financial Planners Standards Council standards in education, experience, examination and ethics. CFP® professionals must also have 30 hours of continuing education every year and agree to abide by the CFP® Code of Ethics to renew their right to use the credential annually. In addition, MaryKay is also certified by the New York State Insurance Department as an approved Long Term Care and Life Insurance professional.
MaryKay graduated with a B.A. from the University of California, Berkeley.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA /SIPC. Insurance products offered through LPL financial or its licensed affiliates. Hudson Valley Federal Credit Union and HVFCU Financial Services are not registered broker/dealers and are not affiliated with LPL Financial.
LPL Financial representatives offer access to trust services through The Private Trust Company N.A, an affiliate of LPL Financial.