Certified Financial Planner

Best Lawyers has named Julius Giarmarco as one of The Best Lawyers in America (2024 Edition)

Retrieved on: 
Wednesday, September 13, 2023
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TROY, Mich. and DETROIT, Sept. 13, 2023 /PRNewswire/ -- Best Lawyers, the oldest and most respected peer-review publication in the legal profession, has named Julius Giarmarco as one of The Best Lawyers in America (2024 Edition).

Key Points: 
  • TROY, Mich. and DETROIT, Sept. 13, 2023 /PRNewswire/ -- Best Lawyers, the oldest and most respected peer-review publication in the legal profession, has named Julius Giarmarco as one of The Best Lawyers in America (2024 Edition).
  • The current, 30th edition of The Best Lawyers in America (2024) is based on more than 16.1 million detailed evaluations of lawyers by other lawyers.
  • The list of outstanding attorneys is compiled by conducting exhaustive peer-review surveys in which thousands of leading lawyers confidentially evaluate their professional peers.
  • The lawyers being honored as "The Best Lawyers in America" are highlighted as the top legal talent in America.

Origin Rolls Out Major Updates to its B2B Financial Wellness Platform for Employees

Retrieved on: 
Wednesday, September 6, 2023
Workplace, St. Louis Fed Financial Stress Index, Connect, Investment, Certified Financial Planner, Cryptocurrency, Bank, Financial adviser, Origin

BOSTON, Sept. 06, 2023 (GLOBE NEWSWIRE) -- Origin , the startup reimagining financial wellness in the workplace, announced today a major upgrade to its B2B platform for employers.

Key Points: 
  • BOSTON, Sept. 06, 2023 (GLOBE NEWSWIRE) -- Origin , the startup reimagining financial wellness in the workplace, announced today a major upgrade to its B2B platform for employers.
  • It combines proprietary technology with Certified Financial Planners and is offered as a key benefit by employers to help their employees alleviate financial stress.
  • This revamp puts Origin at the forefront of innovation in the financial wellness space.
  • Among the new features Origin now offers in its B2B financial wellness platform are:
    New dashboard - Origin’s new dashboard is designed to be more interactive, engaging and to focus around holistic Net Worth.

Bogart Wealth Named to Top Financial Advisor and Fastest-Growing Companies Lists in Forbes, Financial Advisor Magazine, Washington Business Journal, and Inc.

Retrieved on: 
Tuesday, August 29, 2023
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MCLEAN, Va., Aug. 29, 2023 /PRNewswire/ -- Bogart Wealth, an award-winning, independent wealth management and Registered Investment Advisory firm, was named to multiple lists of top financial advisors and fastest-growing companies in national and industry publications over the past couple months.

Key Points: 
  • CEO James Bogart was named Forbes' top Next-Gen Wealth Advisor in Virginia for 2023.
  • "We believe our Top Next-Gen Wealth Advisor rankings are an early peek of our future Top Wealth Advisor rankings."
  • Bogart Wealth is headquartered in McLean, Virginia, just outside of Washington D.C., and D.C. area wealth management firms were ranked by 'Metro-area financial planners'.
  • Open positions in the McLean, Virginia office include Financial Planner, Financial Advisor, and Marketing Manager, and open positions in The Woodlands, Texas office include Financial Advisor and Associate Financial Advisor.

Stock Yards Bancorp Promotes Shannon Budnick to Executive VP, Director of Wealth Management & Trust Group, Effective January 3, 2024

Retrieved on: 
Wednesday, August 16, 2023
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Effective January 3, 2024, Shannon Budnick, currently Senior VP and Managing Director of Investments, will succeed Ms. Thompson in the position of Executive VP, Director of Wealth Management & Trust Group.

Key Points: 
  • Effective January 3, 2024, Shannon Budnick, currently Senior VP and Managing Director of Investments, will succeed Ms. Thompson in the position of Executive VP, Director of Wealth Management & Trust Group.
  • We are confident in her ability to lead the Stock Yards’ Wealth Management & Trust Group into the future.
  • She will be an integral part of the executive leadership team at Stock Yards Bank & Trust.”
    Ms. Budnick joined Stock Yards Bank & Trust in 2007 as a Wealth Advisor.
  • Ms. Thompson has served as a Director of Stock Yards Bancorp and Stock Yards Bank & Trust Company since 1994.

FP Canada™ announces May 2023 CFP® exam results

Retrieved on: 
Thursday, August 10, 2023
Certification, Certified Financial Planner, Financial Planning Standards Council (Canada), Ethics, CFP, Nursing, Financial adviser

TORONTO, Aug. 10, 2023 /CNW/ - FP Canada has released the results for the May sitting of the Certified Financial Planner® exam.

Key Points: 
  • TORONTO, Aug. 10, 2023 /CNW/ - FP Canada has released the results for the May sitting of the Certified Financial Planner® exam.
  • FP Canada also conducted a survey to better understand the motivations of exam writers.
  • The results reveal that 81% of candidates wrote the exam to enhance their skills and better serve their clients.
  • "Congratulations to all candidates who successfully challenged the CFP exam in May," said Tashia Batstone, President and CEO of FP Canada.

Harrison Wallace Financial Group Expands Footprint with New Office in Nashville

Retrieved on: 
Thursday, August 3, 2023
Heart, Certification, Cummins Station, Carson, Retirement, Fårö, Investment, City, Growth, Certified Financial Planner, Financial services

NASHVILLE, Tenn., Aug. 3, 2023 /PRNewswire/ -- Harrison Wallace Financial Group, a leader in financial planning and investment management, today announced its expansion with the opening of a new office in the Cummins Station building at 209 10th Avenue South in the heart of Nashville. With a new space in one of the fastest growing cities in the U.S., the Nashville location will serve as another hub for its Founder and expert wealth advisor to coach individuals and families on their financial journey.

Key Points: 
  • Nashville residents to benefit from leading wealth advisor's personalized, financial planning services
    NASHVILLE, Tenn., Aug. 3, 2023 /PRNewswire/ -- Harrison Wallace Financial Group , a leader in financial planning and investment management, today announced its expansion with the opening of a new office in the Cummins Station building at 209 10th Avenue South in the heart of Nashville.
  • The move also represents a milestone for Harrison Wallace Financial Group, as the business continues to grow and experience success after 20 plus years," said Daugs.
  • Harrison Wallace Financial Group offers a consultative approach and services across financial planning, investment management, retirement, estate, and tax planning.
  • To learn more about Harrison Wallace Financial Group, visit www.harrisonwallace.com .

Oak Harvest Financial Group Advisor Named to Prestigious Investopedia Top 100 Financial Advisors of 2023 List

Retrieved on: 
Thursday, August 3, 2023
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HOUSTON, Aug. 3, 2023 /PRNewswire/ -- Oak Harvest Financial Group (OHFG), a Houston-based Registered Investment Advisory Firm (RIA), is today honored to announce that Troy Sharpe, CFP®, CPWA®, CTS®, Founder and CEO, was recently named to the Investopedia 100 Top Financial Advisors of 2023 list. They state that the list, "Spotlights the most engaged, influential and educational advisors from among the 100,000+ independent financial advisors throughout the U.S."

Key Points: 
  • HOUSTON, Aug. 3, 2023 /PRNewswire/ -- Oak Harvest Financial Group (OHFG), a Houston-based Registered Investment Advisory Firm (RIA), is today honored to announce that Troy Sharpe, CFP®, CPWA®, CTS®, Founder and CEO, was recently named to the Investopedia 100 Top Financial Advisors of 2023 list .
  • They state that the list, "Spotlights the most engaged, influential and educational advisors from among the 100,000+ independent financial advisors throughout the U.S."
    According to Investopedia, "The Investopedia 100 celebrates independent financial advisors who are making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning and wealth management."
  • Sharpe founded Oak Harvest Financial Group in 2010 in Houston, TX.
  • "I am humbled and honored to be recognized among the Top 100 Most Influential Financial Advisors in the country.

Steward Partners Welcomes Oswego Crest Financial Group

Retrieved on: 
Wednesday, August 2, 2023
Oregon State University, Certification, Partnership, Fordham University, University, Partner, RIA, OR, University of Portland, Business, Morgan Stanley Wealth Management, Top, History, Retirement, Forbes List, Hearing, Paine Webber, Transport, Research, Financial management, Certified Financial Planner, Commonwealth Financial Network, Woman, Financial adviser

NEW YORK, Aug. 2, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes Oswego Crest Financial Group affiliated with Steward Partners, based in Lake Oswego, OR, and formerly affiliated with Commonwealth Financial. The four-person team is made up of Partners and Wealth Managers Patricia "Pat" Sturr, CFP®, CRPC®; Peter Miller, CRPC®, AIF®; Tom Daniels, as well as Partner, Client Administrative Manager Peggy Maxwell. Collectively the team manages approximately $230 million in client assets.

Key Points: 
  • NEW YORK, Aug. 2, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes Oswego Crest Financial Group affiliated with Steward Partners, based in Lake Oswego, OR, and formerly affiliated with Commonwealth Financial.
  • "The team at Oswego Crest Financial Group has built an outstanding practice and is well positioned for exciting growth going forward," said Eric Field, CFP®, CIMA®, Partner, Western Divisional President, Steward Partners.
  • Teamwork is key to our success and that's what really attracted us to Steward Partners," explained Patricia "Pat" Sturr, CFP®, CRPC®, Partner, Wealth Manager, Oswego Crest Financial Group.
  • That same year together with her partners, she founded Oswego Crest Financial Group where she served as President.

Steward Partners Welcomes Vantage Point Private Wealth

Retrieved on: 
Wednesday, July 26, 2023
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NEW YORK, July 26, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes its newest partner as Vantage Point Private Wealth joins the firm. Led by veteran Wealth Managers Mark Morasky, CPWA®, CPFA®, CRPC®, AAMS®, MBA; Erik Clay, CPFA®, CFP®, CRPC®; and Chris Figaro, CEPA, CFP®, the four-person team managing approximately $450 million in client assets has offices in Walnut Creek, California and Madison, Wisconsin.

Key Points: 
  • NEW YORK, July 26, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes its newest partner as Vantage Point Private Wealth joins the firm.
  • "With clients spread across the country, Vantage Point Private Wealth makes an excellent addition to the Steward Partners network, and we warmly welcome them on board," said Chris Barton, Managing Director, Senior Divisional President (Central), Steward Partners.
  • "We chose to join Steward Partners because as a partner, we will have the freedom to make our own business decisions and a much wider range of available solutions," added Erik Clay, Founder & Wealth Manager, Vantage Point Private Wealth.
  • "We are especially excited about having access to the open architecture on the Steward Partners platform because now we will be able to choose the solutions that best match each client's needs," explained Chris Figaro, Founder & Wealth Manager, Vantage Point Private Wealth.

Osaic Welcomes Vitucci Integrated Planning

Retrieved on: 
Tuesday, July 25, 2023
Saint Mary's College, Business development, University, University of California, Berkeley, University of London, EA, Tax, JetAmerica, Partnership for a Secure America, AIG, UC, Risk, Entrepreneurship, Certified Financial Planner, Financial adviser, PHOENIX, Cetara, San Francisco Bay, Vitucci

PHOENIX, July 25, 2023 /PRNewswire/ -- Osaic, one of the nation's largest providers of wealth management services, welcomes Vitucci Integrated Planning (Vitucci) to its newly rebranded and consolidated firm. Jason Vitucci, CFP®, EA, CWS®, Co-Founder and Managing Director of Vitucci, and his team of tax, financial planning and client support professionals manage $254 million in total client assets. Mr. Vitucci has over 25 years of experience as a financial advisor and joins Osaic from Cetera Advisors.

Key Points: 
  • Former Cetera team, with more than $250 million in total client assets, look to improve technology and client service experience
    PHOENIX, July 25, 2023 /PRNewswire/ -- Osaic, one of the nation's largest providers of wealth management services, welcomes Vitucci Integrated Planning (Vitucci) to its newly rebranded and consolidated firm.
  • Jason Vitucci, CFP®, EA, CWS®, Co-Founder and Managing Director of Vitucci, and his team of tax, financial planning and client support professionals manage $254 million in total client assets.
  • Mr. Vitucci has over 25 years of experience as a financial advisor and joins Osaic from Cetera Advisors.
  • It's an exciting time at Osaic, and we are proud to partner with Vitucci Integrated Planning."