Rochester Chapter
February 28, 2024               

Welcome to the Rochester Chapter of the Society of Financial Service Professionals

The Rochester Chapter of the Society of Financial Service Professionals celebrates over 80 years as a membership organization serving those in the financial services profession. 

We are proud to present our fifth Rochester Business Ethics Award Program in cooperation with St. John Fisher College and the Rochester Business Alliance

We stand for excellence in education and ethical standards. We also strive to create public awareness of the importance of working with a skilled, credentialed professional. The chapter is dedicated to providing you the best opportunity to improve your professional ability. Take a minute to look at our Calendar of Events to see how we can help your grow your business!.

Our membership embraces those who have completed the requirements for the professional designations and degrees of The American College.
*Chartered Life Underwriters (CLU);
*Chartered Financial Consultants (ChFC);
*Certified Financial Planners (CFP);
*Registered Health Underwriters (RHU);
*Registered Employee Benefits Consultants (REBC);
*Chartered Leadership Fellows (CLF);
*Masters of Science in Financial Services (MSFS);
*Masters of Science in Management (MSM).
*Certified Employee Benefits Specialist (CEBS).
*Chartered Financial Analyst (CFA).
*Certified Public Accountant (CPA).
*Certified Trust & Financial Advisor (CTFA).
*Juris Doctorate w/License to Practice (JD).

In addition, we are now welcoming enrolled actuaries and graduate degrees in financial services (MS, MBA, PhD) from an accredited institution into membership. The segregating walls of the financial services industry have certainly come tumbling down. But one constant remains; those practitioners who continue to improve through advanced education will stand tall in the new millennium.

If you're interested in developing your professional skills so that clients, prospective clients and the financial community recognize you for your knowledge, expertise and professional ethics then the Rochester Chapter of the FSP can help!

Education is the difference!

Society of Financial Service Professionals: Solutions for a Secure Future


SFSP Breakfast Meeting 

Wednesday, March 3, 2010
Monroe Golf Club
7:45 a.m. Registration
8:15 a.m. - 9:30 a.m. Program


        Michael Masiello         Masiello & Associates

          Robert E. Brown, JD

   Boylan, Brown, Code Vigdor & Wilson, LLP

  Jack Best, CLU, ChFC, CFP, EDD

     BEST TIMES Financial Planning


           Sponsored by                    Boylan, Brown, Code, Vigdor & Wilson, LLP

This will be a joint meeting with NAIFA

For additional information and cost, please email 


SFSP Breakfast Meeting 

Wednesday, April 7, 2010
Monroe Golf Club
7:45 a.m. Registration
8:15 a.m. - 9:30 a.m. Program


           Gary Mettler           Presidential Life Insurance Company


Sponsored by Portamedic      

For additional information and cost, please email 








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