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Williams Asset Management

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Nicholas Ibello Joins the CASH Campaign of Marylandís Pro-Bono Financial Planning Program


The CASH Campaign of Maryland promotes economic advancement for low-to-moderate income individuals and families in Baltimore and across Maryland.

Columbia, MD, June 06, 2019 --(PR.com)-- Local Certified Financial Planner™ professional Nicholas Ibello, CFP®, AIF® of Williams Asset Management has joined the CASH Campaign of Maryland’s Pro-Bono Financial Planning Program. The CASH Campaign of Maryland (Creating Assets, Savings and Hope) is a nonprofit organization that accomplishes its mission through operating a portfolio of direct service programs, building organizational and field capacity, and leading policy and advocacy initiatives to strengthen family economic stability.

The new Pro-Bono Financial Planning Program, funded by the Foundation for Financial Planning, has been specifically designed to provide support to participant’s working to reach a financial goal. Working individually with participants, volunteers of the CASH Campaign empower them to achieve personal financial goals such as eliminating debt, buying a home, investing, or saving for retirement.

“I am very excited to join an organization that works hard every day to provide access to quality financial planning guidance and coaching,” says Ibello. “This is a wonderful opportunity to leverage my expertise in order to give back to those who need financial planning most, but may not have access to it.”

“We are very pleased to have Nick Ibello as one of our volunteer advisors,” said Co-Founder and COO Sara Johnson. “There has been strong demand for this high quality financial planning, and having engaged advisors like Nick to work one-on-one with participants is critical to our ability to achieve impact. Many of our clients have been working with a financial coach, but to get to the next level, they need the expertise and real-life experience that only a CFP® professional can provide.”

About CASH Campaign of Maryland: CASH is a nonprofit that improves the financial security of low-income Marylanders. CASH and its statewide network of partners annually prepares 22,000 free tax returns, bringing in $30 million in tax refunds to low income taxpayers, provides free financial education and coaching to over 7,000 residents, and conducts advocacy on state and federal policies. http://cashmd.org/

About the Foundation for Financial Planning: The Foundation for Financial Planning, a 501(c)(3) charitable organization, is the nation’s only nonprofit solely devoted to supporting the delivery of pro bono financial planning to vulnerable people, including wounded veterans, domestic violence survivors, people with serious medical diagnoses, and many others. Dedicated to powering pro bono financial planning, the Foundation has provided $7 million in grants to community-based nonprofits to support local programs; worked with partners to activate more than 20,500 volunteer financial planners to serve their communities; and acted as a leader and catalyst to embed a rich tradition of and commitment to pro bono across the financial planning profession. Visit FoundationForFinancialPlanning.org to learn more.

About Williams Asset Management: Founded in 1994, Williams Asset Management is a privately-owned, highly respected, independent financial planning and investment management firm. Since 1994, they’ve been providing individuals, families, and businesses across Columbia, Ellicott City, and throughout all of Howard County, Maryland, and beyond with holistic, personalized financial guidance and tax-efficient portfolio oversight. In turn, this has allowed their clients to spend less time managing their wealth and more time enjoying a fulfilling life. Advisory Services offered through Commonwealth Financial Network®, a Registered Investment Adviser.
Contact Information
Williams Asset Management
Marie Lee, Director of HR & Executive Assistant to the President
(410) 740-0220
Contact
www.WilliamsAssetManagement.com

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