Naples, FL, November 14, 2009 --(PR.com
)-- Paul F. Ciccarelli, CFP®, CLU®, ChFC®, Vice-President of Ciccarelli Advisory Services, Inc. has earned the Chartered Financial Consultant® (ChFC®) professional designation from The American College, Bryn Mawr, PA.
Candidates for the ChFC® designation must complete a minimum of eight courses and 16 hours of supervised examinations. They must also fulfill stringent experience and ethics requirements.
As financial planning’s highest standard, the ChFC® program prepares professionals to meet the advanced financial needs of individuals, professionals and small –business owners. ChFC’s can identify and establish specific goals and then formulate, implement and monitor a comprehensive plan to achieve those goals. Individuals who earn a ChFC® have the expertise necessary to provide advice on a broad range of financial topics including financial planning, wealth accumulation and estate planning, income taxation, life and health insurance, business taxation and planning, investment and retirement planning.
In addition to over 25 years of financial planning experience, Paul’s background includes teaching classes on investment management, advanced estate and charitable gift planning techniques, and IRA distribution planning. Paul has also taught continuing education programs for members of the Florida Board of Accounting and the Florida Bar Association. Paul is also active in the community and presently serves on the Endowment Board for the YMCA of the Palms.
“Furthering our education is an important priority at our firm. I am proud to be able to offer our clients the higher level of knowledge this additional education provides.” says Mr. Ciccarelli. “Our advisors and associates now hold 17 professional certifications and designations including CFP®, CLU®, ChFC®, CAP™ and MSFS.”
Ciccarelli Advisory Services, Inc. has over 25 years in business in the Naples and Bonita Springs communities. The firm was founded on the premise that its recommendations to clients are based on their needs, placing family values as a top priority. The firm provides comprehensive financial planning services including financial management, investment portfolio design and monitoring, tax planning, estate solutions, life insurance planning, long-term care solutions, family meetings, and financial education. Ciccarelli Advisory Services is an independent family-owned firm with offices in Naples, FL, Bonita Springs, FL and Rochester, NY.
The American College is dedicated to leadership in innovative training and development that helps financial services companies and their employees succeed. As a non-profit educational institution holding the highest level of academic accreditation, The College has served as a valued business partner to banks, brokerage firms, insurance companies and others for over 82 years. The American College faculty represents some of the financial services industry’s foremost thought leaders. For more information, visit The AmericanCollege.edu.
For more information about this designation or Ciccarelli Advisory Services, Inc., please call 239-262-6577, email Paul@CAS-NaplesFL.com or visit www.CASMoneyMatters.com.
Investment advisory services offered through Ciccarelli Advisory Services Inc., a registered investment adviser independent of FSC Securities Corporation. Additional securities and investment advisory services offered through FSC Securities Corporation, Member FINRA/SIPC and a registered investment adviser.