CERTIFIED FINANCIAL PLANNER™ professional
Vern has been a pioneer throughout his life. He served our country for 7 years in the Air Force an achieved the rank of Major. He wrote the first financial planning training manual for Fireman’s Fund and American Express titled the “The Process of Financial Planning.” He has made over 200 appearances of CNBC, Bloomberg, NBC, ABC, CNN and other stations. Vern was the founding President of the Financial Planning Association chapter for Greater Hudson Valley NY. He served on the Board of Directors for the College of Financial Planning and the national Financial Planning Association as well as the Board of Trustees for the Certified Financial Planner Board of Standards. He has also authored two books on financial planning – “Money, Use it or Lose it” and “getting and Investing Game Plan.”
Along the way Vern helped found the firm Independent Financial Services in 1983 and then Hayden Financial Group in 1987. He sold Hayden Financial Group to NorthEast Community Bank in 2007 as part of a multi-year transition to focus on a boutique curation of clients who have become life-long friends. He continues to work with those clients today.
Vern joined Rightirement in 2021 to serve as a mentor to the younger team members and to have confidence his current clients will be served well beyond Vern’s working years. Vern is pleased with Rightirement’s commitment to employ the latest financial planning strategies and its implementation of technologies that benefit both clients and the Rightirement team. As a result, Vern is selectively accepting new clients to work with him and the Rightirement team.
Ultimately, Vern knows financial planning is about families having the resources to afford a quality life with the people they love. He’s done the same for himself and is now situated well to enjoy his life the way he wants with the love of his life, Oksana.