For Immediate Release
Contact: Jessica Tiller or Ray Weiss
443.621.7690 or firstname.lastname@example.org
Newport News, VA (8/1/16) – Alex Crawford, an Associate Advisor at PBMares Wealth Management, LLC – a Registered Investment Advisory firm providing cost effective fee-only investment advice and asset management – 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.
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.
“Alex has invested significant time and effort to earn his CFP® certification. We are proud that he is working hard for the betterment of our clients,” Rob Klingensmith, Director of PBMares Wealth Management.
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.
Crawford joined PBMares Wealth Management in 2014. In his current position, he is responsible for helping individuals develop comprehensive plans to meet their financial goals in life. In addition, he holds a Life Health and Annuities license in Virginia. He graduated from Virginia Tech with a Bachelor of Science in Financial Planning. While at Virginia Tech, he joined the Financial Planning Association and continues to stay involved locally.
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 is an accounting and business consulting firm serving U.S. and international clients, with offices in the Mid-Atlantic. The firm unlocks opportunity for clients using the right balance of industry, specialty and general business services in the areas of audit and accounting, tax planning and preparation, pension plan design/administration, and owner-managed/corporate financial consulting. In addition, the firm provides additional services through its affiliates: Artifice Forensic Financial Services, LLC, a financial consulting division specializing in fraud investigations and forensic accounting; PBMares Wealth Management, LLC, a registered investment advisor; and TMDG, LLC, a national healthcare consulting firm specializing in medical claims audits. More information is available online at www.pbmares.com.