For Immediate Release
Contact: Jessica Trzyna or Ray Weiss
443-451-7144 or firstname.lastname@example.org
Williamsburg, VA (9/15/14) – Addison Pock, an Advisor at PBMares Wealth Management, LLC, a registered investment advisory firm, has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the Certified Financial Planner and CFP® certification marks in accordance with CFP Board certification and renewal requirements.
Pock joined PBMares Wealth Management in 2011 as a Wealth Strategy Associate. In his current position, he is responsible for helping individuals develop comprehensive plans to meet their financial goals in life. Previously, he was an intern with the firm. He graduated Cum Laude from Virginia Tech in 2011 with a Bachelor of Science in Finance.
Pock is also active within the community. He is a member of the Financial Planning Association and Young Emerging Professionals in Williamsburg. He also serves as a member of the Board of Directors for the Williamsburg Chapter of the Virginia Tech Alumni Association.
“We are proud of Addison’s effort and dedication required of him in order to earn his CFP certification,” said David Bush, CPA, CFP®, PFS, and Co-Managing Director of PBMares Wealth Management. “Since he started with us as an intern, he has consistently taken his responsibilities seriously and always puts the client’s needs first. We look forward to working with him for many more years.”
The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.
CFP® professionals agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
PBMares Wealth Management is a wholly owned division of PBMares, LLP, a Virginia-based regional accounting and consulting firm, serving clients throughout the Mid-Atlantic.
About CFP Board
CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 69,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net.
About PBMares Wealth Management, LLC
PBMares Wealth Management, LLC, a wholly owned division of PBMares, PLC, is a Registered Investment Advisory firm providing affordable, fee-only investment advice and asset management using the world’s leading no-load passive asset-class funds. PBMares Wealth Management consists of talented and experienced Certified Public Accountants, Certified Financial Planners, and registered investment advisors who have strong business and investment experience. The team specializes in customized investment management and financial planning for high net worth individuals, retirement plans, not-for-profit organizations, endowments, corporations and institutions. More information is available online at www.PBMaresWealth.com.
About PBMares, LLP
PBMares, LLP, a Virginia-based accounting and business consulting firm, provides clients a broad range of business services in the areas of audit and accounting, tax planning and preparation, pension plan design/administration, merger and acquisition consulting and investment management. With offices in Fairfax, Fredericksburg, Harrisonburg, Newport News, Norfolk, Richmond, Warrenton and Williamsburg, the firm provides additional services through its two affiliates, Artifice Forensic Financial Services, LLC, a financial consulting division specializing in fraud investigations and forensic accounting, and PBMares Wealth Management, LLC, a registered investment advisor. More information is available online at www.PBMares.com.