Welcome to NOAFP!

Welcome to the new Northeast Ohio Association of Financial Professionals! We are excited to embark on this new chapter in the life of our organization. We believe that this is a time of great opportunity for us as we grow and evolve to meet the needs of our members and the financial industry as a whole.

Education Programs

Are you looking for a way to stay up-to-date with the latest developments in the financial services industry? Look no further than our monthly 2-hour continuing education programs! Our programs are thoughtfully designed to provide professionals like you with a unique educational experience.

With our programs, you'll leave each session feeling invigorated and inspired, ready to take on new challenges and advance your career. Don't miss out on this unforgettable experience! Sign up for our monthly education programs today and check out our events calendar for all the latest information.

Events Calendar

 Welcome!

We are excited to announce the launch of the Northern Ohio Association of Financial Professionals - a newly established, independent organization that aims to elevate the financial industry to greater heights. As a member of this esteemed community, you will have access to a comprehensive range of resources, networking opportunities, and professional development programs that will enhance your knowledge and skills. We invite you to join us on this journey towards excellence and become a part of our distinguished group of financial professionals. Let's work together to achieve success and make a positive impact in the industry.

Mission

The Northeast Ohio Association of Financial Professionals brings together highly qualified professionals from diverse financial backgrounds who share a common goal of seeking knowledge, adhering to ethical standards, and fostering meaningful connections with their peers.

Founders

Join us as a founding sponsor and help us unlock endless possibilities for our members. With your support, we can offer innovative networking and professional growth opportunities while nurturing the next generation of young professionals. Don't miss out on this chance to be a part of something truly special - more information coming soon!

Upcoming events

May Education Program 2024 | Hybrid

Wednesday, May 15, 2024 8:30 AM

9150 South Hills Blvd., (Lower Level) | Broadview Heights 44147
2024 Annual Meeting

Thursday, June 20, 2024 4:00 PM

Merwin's Wharf | 1785 Merwin Ave, Cleveland, 44113
Join Today!

Monday, July 01, 2024

Events

Membership

Join us for our monthly programs now through June as a NOAFP guest and see what our newly created regional association is all about. Membership enrollment begins on July 1, 2024. If you're interested in becoming a member, let us know when you register for one of our monthly programs. We'd love to have you on board!

Coming Soon!

Membership enrollment will open soon!

PRESIDENT
Kurt Thomas
CFP®, CLU®, MSFS

PRESIDENT ELECT
Carl Camillo
CLU®, ChFC®, RHU®, REBC®, AEP®, CFP®, AIF®

VICE PRESIDENT
Brandy Rahim
CLU®, ChSNC

SECRETARY | TREASURER
Janice Cackowski
CFP®

PAST PRESIDENT
Heather Welsh
CFP®, AEP®, MSFS

Michael Cleary
JD, CFP®, AIF®

Todd Everson
MBA

Dell Judd
CLU®, ChFC®

Dennis Linden
CPA

Amanda May
JD

Barry Mulholland
PhD, MBA, CFP®, ChFC®

Elaine Straub
MBA

social profiles

Make sure to follow us on LinkedIn so you can stay up-to-date on all the latest news and updates!

QUESTION

Please do not hesitate to call us at 440-429-8430.

440-429-8430
kim@vantagepoint360.org
bob @vantagepoint360.org
601 W. Bagley Road, Berea | OH 44017