McAdam Announces New Advanced Designations for Nine Advisors and Investment Director
CFP® and CFA® Certifications Demonstrate Firm’s Commitment to Providing Independent Financial Planning Services
Philadelphia PA– October 26, 2016 – McAdam, a leading Philadelphia-headquartered financial planning firm, announced today the certification of nine advisors as Certified Financial Planners™ (CFP®) and the designation of Investment Director Linus Park as a Chartered Financial Analyst® (CFA®). These achievements demonstrate the firm’s ongoing commitment to advancing the careers of its advisors and providing independent financial planning services to clients through its RIA hybrid model. With these designations, nearly 50 percent of all McAdam advisors with at least three years of experience have now passed the CFP® exam. Park is the second CFA® at the firm.
“The CFP® and CFA® designations are two of the most prestigious in our industry, and we are extremely proud of these individuals for their accomplishments,” said Michael McAdam, CEO of McAdam. “These achievements make us stronger and will help us meet our broader firm goals of providing comprehensive, independent financial planning services to clients.”
The nine CFP® designees are: Rebecca Tinger, Redmond Manierre, Patrick Chirchirillo, Christopher Colasurdo, Keith Keller, Brian Michaels, Drew Paunil, Kristy Runzer and Shane Sweigart. These individuals successfully completed the rigorous requirements that include course work and a series of examinations covering financial planning, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. Individuals with the CFP® certification agree to meet ongoing continuing education requirements and uphold the Code of Ethics and Standards of Professional Conduct developed by the Certified Financial Planning Board of Standards, Inc.
CFP® certification is a well-known financial planning designation that is held by only 20 percent of U.S. advisors. These individuals join existing CFP® practitioners at McAdam Anthony Chirchirillo, Sean Morrissey, Michael Blahusch, Phil Simonides, Justin Caudle, Linus Park and Thomas Holt. McAdam has a CERTIFIED FINANCIAL PLANNERTM in each of its five locations to work with clients on their financial goals.
Investment Director Linus Park successfully completed the rigorous requirements to receive the CFA® designation that include coursework and a series of examinations covering ethical and professional standards, quantitative methods, economics, financial reporting and analysis, corporate finance, equity investments, fixed-income investments, derivatives, alternative investments, portfolio management, and wealth planning. Linus joins existing charter holder Kevin McAdam.
You can schedule a consultation with any of our advisors at email@example.com if you’d like to hear from one our CFP® practitioners.
About McAdam, LLC
McAdam is an independent financial advisory firm with a nationwide network of nearly 200 advisors operating out of five offices in Philadelphia, Chicago, Boston, Tysons Corner and Jersey City. McAdam has developed an advisory model known as its Advanced Advisory ModelTM. This model integrates all three areas of financial planning: the financial, the personal—and the professional, to help McAdam’s clients achieve their goals. With the firm’s advanced knowledge and deep experience they help professionals make informed decisions and provide a new level of clarity and control.
Please remember that past performance may not be indicative of future results. McAdam is neither a law firm nor a certified public accounting firm and no portion of the newsletter content should be construed as legal or accounting advice. A copy of McAdam’s current written disclosure statement discussing its advisory services and fees is available upon request. If you are a McAdam client, please remember to contact McAdam, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing, evaluating or revising our previous recommendations or services.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CFA®and Chartered Financial Analyst are registered trademarks owned by CFA Institute.
 From Aite report Adding Expertise to a Financial Advisor’s Practice: Measuring the Contributions of CFP Professionals.