Ilske Veringa has been a well-known financial educator in Dutchess County for more than 25 years, and a CERTIFIED FINANCIAL PLANNER™ for more than 20 years. As an HVFCU Financial Services Consultant, Ilske is experienced in the areas of Portfolio Review, Tax Planning, Retirement Planning and Estate Planning. Over the years, she has developed a career in helping credit union members plan for their retirement, with an emphasis on rollover planning. She is also certified by the New York State Insurance Department as an approved Long Term Care and Life Insurance professional.
In 2011, Ilske was recognized as a top financial advisor and named to the LPL Financial Director’s Club. This distinction is based on an annual production ranking of the approximately 12,800 registered advisors nationwide who are supported by LPL Financial.
Ilske was also chosen as a Five Star Wealth Manager in 2011 and 2012 for the Hudson Valley Region. This select group of wealth managers was identified for being exceptional in both their ability and their commitment to overall satisfaction. Fewer than seven percent of the 4,700 wealth managers in the Hudson Valley area were selected.1
Her mission is to offer members personalized options that allow them to make informed financial decisions. In addition to meeting personally with members, Ilske also conducts a number of free, educational seminars and workshops on timely topics such as Social Security–More Than Meets the Eye, The Road to Recovery, Retirementology, 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.
A resident of Dutchess County for more than 30 years, Ilske resides in Hyde Park with her two sons.
1 The Five Star Wealth Manager is an award based on client satisfaction. Respondents evaluate criteria such as customer service, expertise, value for fee charge and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client’s experience.
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.