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Amy   Klapak

Amy Klapak

Financial Paraplanner Qualified Professional

Amy Klapak started with RPH in 2014. She is RPH's Client Service Specialist and Office Manager. Amy has a background in Marketing and Business Administration, studying at Northampton Community College, and has 10+ years prior experience as a Licensed Real Estate Professional and Marketing/Administrative Management. Amy received her Financial Paraplanner Qualified ProfessionalTM designation in January 2016.

Individuals who hold the FPQPTM designation have completed a course of study encompassing the financial planning process, the five disciplines of financial planning and general financial planning concepts, terminology and product categories. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process. Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements. (Source: http://www.cffpdesignations.com/Designation/FPQP)

While working hard toward achieving her professional goals, Amy's first priority is her family. She and her husband are raising two young children and enjoy spending their time off keeping active with their kids!