PITTSBURGH Hefren-Tillotson Assistant Director of Financial Planning, StephanieMcElheny, has been named President of the Financial PlanningAssociation(FPA) of Pittsburgh. She will assume her new responsibilities beginningJanuary 1, 2015.
The FPA is the leadership and advocacy organization representing thefinancial planning community. FPA is the largest membershiporganization for personal financial planning aspects in the UnitedStates and included professionals from all backgrounds and business models.
McElheny is a Certified Financial Planner, an Investment AdvisorRepresentative, and a licensed agent for life, accident and health insurance. She focuses on creating and reviewing financial plans(utilizing Hefren-Tillotsons exclusive MASTERPLAN approach) for accuracy before being presented to clients. McElhenyalso supports the advisor-client relationship providing research on avariety of planning-related subjects.
In addition to her new FPA responsibilities, McElheny served as the2014 chairperson of the Financial Fourum, overseeing the highest attendance in the history of the event. A Pittsburgh native, she receiveda Bachelor of Science degree in finance from the Pennsylvania StateUniversity.
Hefren-Tillotson Inc., is a leading diversified financial servicesfirm providing investment and retirement plan management andcomprehensive, customized planning with MASTERPLAN for individuals andbusiness. Its Wealth Management Services are administered byCertified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charterholders, attorneys, Chartered Life Underwriters, and CPA/PFAs. Hefren-Tillotson offers corporate services including 401 (k)retirement planning, executive financial counseling, fiduciary reviewsand workplace financial planning seminars. Founded in 1948, the firmis headquartered in Pittsburgh and has offices located in Wexford, Butler, South Hills, and Greensburg.
About Financial Planning Association of Pittsburgh
The Financial Planning Association of Pittsburgh has more than 300members. The Pittsburgh chapter is comprised of experienced financialplanners who are energized by member events and community serviceinitiatives such as Saluting Service.
More information on the FPA Code of Ethics is available atwww.fpapittsburgh.organd click on Planner Search.