We are please to announce that our Vice President, Joe Shearrer, has recently earned his Certified Plan Fiduciary Advisor (CPFA®) credential!

The Certified Plan Fiduciary Advisor (CPFA®) credential — developed by some of the nation’s leading advisors and retirement plan experts — demonstrates your knowledge, expertise, and commitment to working with retirement plans. Financial advisors who earn their CPFA designation demonstrate the expertise required to act as a plan fiduciary or help 401(k) plan fiduciaries manage their roles and responsibilities.

Issued by National Association of Plan Advisors (NAPA)