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Alan Borko, Cfp®, Mba Email & Phone Number

Arbitrator at FINRA (Financial Industry Regulatory Authority)
Location: New York City Metropolitan Area, United States 8 work roles 4 schools
1 work email found @finra.org 6 phones found area 516 and 718 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 6 phones

Work email a****@finra.org
Direct phone (516) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
FINRA (Financial Industry Regulatory Authority)
Role
Arbitrator
Location
New York City Metropolitan Area, United States
Company size
83 employees

Who is Alan Borko, Cfp®, Mba? Overview

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Quick answer

Alan Borko, Cfp®, Mba is listed as Arbitrator at FINRA (Financial Industry Regulatory Authority), a with 83 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at finra.org, phone signal with area code 516, 718, and a matched LinkedIn profile for Alan Borko, Cfp®, Mba.

Alan Borko, Cfp®, Mba previously worked as Senior Vice President at Forest Hills Financial Group, Inc and Past President, Board of Trustees at Temple Chaverim. Alan Borko, Cfp®, Mba holds Cfp®, Certified Financial Planner, Comprehensive Financial Planning from College For Financial Planning.

Company email context

Email format at FINRA (Financial Industry Regulatory Authority)

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*@finra.org
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AeroLeads found 1 current-domain work email signal for Alan Borko, Cfp®, Mba. Compare company email patterns before reaching out.

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Profile bio

About Alan Borko, Cfp®, Mba

I bring over 30 years of experience in the financial services industry to Forest Hills Financial Group. Prior to joining FHFG, I spent 15 years as a corporate vice president, branch manager and advisor for A.G. Edwards & Sons and was responsible for over $700 million in client assets. Before joining A.G.Edwards & Sons, I spent two years as a fixed income/municipal bond specialist with a small bond house specializing in high net worth individuals constructing and managing municipal bond portfolios.At Forest Hills Financial Group, I work with my clients as an financial advisor and planner. I assist clients and their families in the areas of retirement planning, wealth preservation and transfer and investment management. I received my MBA from Adelphi University in Corporate Finance and Investments in 1985 and I have been licensed as a CERTIFIED FINANCIAL PLANNER™ since 1992. I attribute my success to my “client first” philosophy. Whether my client’s needs are in the area of accumulating assets, retirement planning or transferring wealth to their loved ones, I have been able to define the strategy, implement the program and then monitor its progress to insure that my client’s goals are being met.My strong sense of professionalism and community keeps me actively involved in several associations. I am a past president of the Financial Planning Association of Long Island, a national organization of planning and investment professionals. I am currently an active past president of Temple Chaverim in Plainview, Long Island and I have served as the chair of the Huntington Chamber of Commerce Town Finance Committee. I am also a graduate of Leadership Huntington, a program that fosters leadership and trusteeship skills. Specialties: Retirement planning, Wealth Management, Investment Advisory Services, Business and Estate Planning, Personal and Business insurance./COMPLIANCE:2023-1807/

Listed skills include Retirement Planning, Estate Planning, Financial Services, Insurance, and 1 others.

Current workplace

Alan Borko, Cfp®, Mba's current company

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FINRA (Financial Industry Regulatory Authority)
Finra (Financial Industry Regulatory Authority)
Arbitrator
New York, United States
Website
finra.org
Employees
83
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Company profile
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8 roles · 32 years

Alan Borko, Cfp®, Mba work experience

A career timeline built from the work history available for this profile.

Senior Vice President

Current
Forest Hills Financial Group, Inc

200 Broadhollow Road Suite 405 Melville, Ny 11747

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Forest Hills Financial Group is not an affiliate or subsidiary of PAS. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.

Oct 2003 - Present

Past President, Board Of Trustees

Current
Temple Chaverim

Plainview, New York

Jul 2000 - Present

Past President, Chairman Of The Board, Member

Financial Planning Association Of Long Island
Jan 1995 - Jan 2017

Alumni

Leadership Huntington
1995 - 2012 ~17 yrs

Finra Artibitration

Expert Witness
2008 - 2009 ~1 yr
Team & coworkers

Colleagues at FINRA (Financial Industry Regulatory Authority)

Other employees you can reach at finra.org. View company contacts for 83 employees →

CH Catherine Hoge Catherine Hoge Colleague at Finra (Financial Industry Regulatory Authority)Brooklyn, New York, United States View → JB Jack Burns Jack Burns Colleague at Finra (Financial Industry Regulatory Authority)Farmington, Michigan, United States View → KB Kate Betcher Kate Betcher Colleague at Finra (Financial Industry Regulatory Authority)San Francisco Bay Area, United States View → CE Christopher E Leigh Christopher E Leigh Colleague at Finra (Financial Industry Regulatory Authority)Washington, District Of Columbia, United States View → JC Jon Clagett Jon Clagett Colleague at Finra (Financial Industry Regulatory Authority)Frederick, Maryland, United States View → CS Cody Sadreameli Cody Sadreameli Colleague at Finra (Financial Industry Regulatory Authority)Greater Philadelphia, United States View → LJ Lisa Jenks Cockerham, Phr, Shrm-Cp Lisa Jenks Cockerham, Phr, Shrm-Cp Colleague at Finra (Financial Industry Regulatory Authority)Lawrenceville, Georgia, United States View → KH Kathleen Helbig-Hannan Kathleen Helbig-Hannan Colleague at Finra (Financial Industry Regulatory Authority)Beachwood, Ohio, United States View → DC David C. David C. Colleague at Finra (Financial Industry Regulatory Authority)Hanover, Maryland, United States View → SS Sherilyn Smith Belcher Sherilyn Smith Belcher Colleague at Finra (Financial Industry Regulatory Authority)Baltimore, Maryland, United States View →
4 education records

Alan Borko, Cfp®, Mba education

Cfp®, Certified Financial Planner, Comprehensive Financial Planning

College For Financial Planning

Mba, Corporate Finance And Investments

Adelphi University

Ms, Marine And Environmental Science

Long Island University, C.W. Post College

Bs, Geology

City University Of New York-Queens College
FAQ

Frequently asked questions about Alan Borko, Cfp®, Mba

Quick answers generated from the profile data available on this page.

What company does Alan Borko, Cfp®, Mba work for?

Alan Borko, Cfp®, Mba works for FINRA (Financial Industry Regulatory Authority).

What is Alan Borko, Cfp®, Mba's role at FINRA (Financial Industry Regulatory Authority)?

Alan Borko, Cfp®, Mba is listed as Arbitrator at FINRA (Financial Industry Regulatory Authority).

What is Alan Borko, Cfp®, Mba's email address?

AeroLeads has found 1 work email signal at @finra.org for Alan Borko, Cfp®, Mba at FINRA (Financial Industry Regulatory Authority).

What is Alan Borko, Cfp®, Mba's phone number?

AeroLeads has found 6 phone signal(s) with area code 516, 718 for Alan Borko, Cfp®, Mba at FINRA (Financial Industry Regulatory Authority).

Where is Alan Borko, Cfp®, Mba based?

Alan Borko, Cfp®, Mba is based in New York City Metropolitan Area, United States while working with FINRA (Financial Industry Regulatory Authority).

What companies has Alan Borko, Cfp®, Mba worked for?

Alan Borko, Cfp®, Mba has worked for Finra (Financial Industry Regulatory Authority), Forest Hills Financial Group, Inc, Temple Chaverim, Financial Planning Association Of Long Island, and Leadership Huntington.

Who are Alan Borko, Cfp®, Mba's colleagues at FINRA (Financial Industry Regulatory Authority)?

Alan Borko, Cfp®, Mba's colleagues at FINRA (Financial Industry Regulatory Authority) include Catherine Hoge, Jack Burns, Kate Betcher, Christopher E Leigh, and Jon Clagett.

How can I contact Alan Borko, Cfp®, Mba?

You can use AeroLeads to view verified contact signals for Alan Borko, Cfp®, Mba at FINRA (Financial Industry Regulatory Authority), including work email, phone, and LinkedIn data when available.

What schools did Alan Borko, Cfp®, Mba attend?

Alan Borko, Cfp®, Mba holds Cfp®, Certified Financial Planner, Comprehensive Financial Planning from College For Financial Planning.

What skills is Alan Borko, Cfp®, Mba known for?

Alan Borko, Cfp®, Mba is listed with skills including Retirement Planning, Estate Planning, Financial Services, Insurance, and High Net Worth Individuals.

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