Ilske Veringa has been a well-known financial educator in Dutchess County for more than 30 years, and a CERTIFIED FINANCIAL PLANNER™ for more than 25 years. As an HVFCU Sr. 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. Since 2008, Ilske has been recognized as a top financial advisor and named to the LPL Financial Patriots Club. This distinction is based on an annual production ranking of the approximately 12,800 registered advisors nationwide who are supported by LPL Financial.
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, 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.
A resident of Dutchess County for more than 50 years, Ilske resides in Hyde Park with her two sons.
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.