Certified Financial Planner

David Eisenhauer and Team Launch Greykasell Wealth Strategies, Inc.

Retrieved on: 
Friday, February 16, 2024

DANVILLE, Calif., Feb. 16, 2024 /PRNewswire/ -- David Eisenhauer, CFP®, CPA, CLU and his team announced the launch of Greykasell Wealth Strategies, Inc. ("Greykasell"), an independent registered investment advisor ("RIA") with the SEC serving the intricate financial needs of high-net-worth individuals, families and business owners. The newly-formed RIA is a multi-custodial firm that utilizes Fidelity as its largest custodian. Working with Fidelity Investments gives Greykasell access to a wide range of products and services that can help them serve the needs of their clients.

Key Points: 
  • DANVILLE, Calif., Feb. 16, 2024 /PRNewswire/ -- David Eisenhauer, CFP®, CPA, CLU and his team announced the launch of Greykasell Wealth Strategies, Inc. ("Greykasell"), an independent registered investment advisor ("RIA") with the SEC serving the intricate financial needs of high-net-worth individuals, families and business owners.
  • Mr. Eisenhauer, who will serve as the firm's Chief Wealth Strategist, has more than 14 years of investment experience.
  • Joining Mr. Eisenhauer at Greykasell is his entire team, including Cynthia Alyssa Pammett (Director of Operations) and Michael Kimbrough (Director of Investments) and his wife, Teri Eisenhauer, who serves as Office Manager.
  • "We are thrilled to launch Greykasell Wealth Strategies, a new independent RIA that will create more value for clients," said Mr. Eisenhauer.

Kaplan’s All Access License Named to Tech & Learning’s Best of 2023 List, Citing Its Ability to Expand Opportunities

Retrieved on: 
Tuesday, February 13, 2024

Tech & Learning magazine has named Kaplan’s All Access License as a winner of its Best of 2023 contest , which recognizes educational technology that exceptionally supports teachers and students.

Key Points: 
  • Tech & Learning magazine has named Kaplan’s All Access License as a winner of its Best of 2023 contest , which recognizes educational technology that exceptionally supports teachers and students.
  • This can potentially save a school’s students hundreds of thousands of dollars, cumulatively.
  • Cleveland State University is also a partner and recently expanded its license to alumni because of the success it’s had with current students.
  • Test names and other trademarks are the property of the respective trademark holders.

Heffernan Financial Services Acquires First Coast Wealth Advisors

Retrieved on: 
Wednesday, January 31, 2024

SAN FRANCISCO, Jan. 31, 2024 /PRNewswire/ -- Heffernan Insurance Brokers and Heffernan Financial Services entered the state of Florida with the acquisition of First Coast Wealth Advisors, located in St. Augustine.

Key Points: 
  • SAN FRANCISCO, Jan. 31, 2024 /PRNewswire/ -- Heffernan Insurance Brokers and Heffernan Financial Services entered the state of Florida with the acquisition of First Coast Wealth Advisors, located in St. Augustine.
  • Jeff Helms has worked in the financial services industry for nearly 40 years including multiple leadership positions before founding First Coast Wealth Advisors in 2003.
  • The First Coast Wealth Advisors team strategy is based on a financial planning foundation with consultative services including investment strategy, tax mitigation, wealth transfer, asset preservation and charitable planning.
  • "First Coast Wealth is excited to partner with Heffernan Financial Services.

Stephen Skokos Named as Top Next-Gen Wealth Advisor for Second Consecutive Year

Retrieved on: 
Wednesday, December 20, 2023

SANDY, Utah, Dec. 19, 2023 (GLOBE NEWSWIRE) -- Mountain America Investment Services announced today that Stephen Skokos has been selected as one of Forbes “Top Next-Gen Wealth Advisors” in Utah for the second consecutive year.

Key Points: 
  • SANDY, Utah, Dec. 19, 2023 (GLOBE NEWSWIRE) -- Mountain America Investment Services announced today that Stephen Skokos has been selected as one of Forbes “Top Next-Gen Wealth Advisors” in Utah for the second consecutive year.
  • Skokos is a wealth advisor servicing the St. George and Cedar City, Utah areas and has been with Mountain America Investment Services since 2008.
  • Stephen is a Certified Financial Planner and services more than $150 million in brokerage and advisor assets through LPL Financial.
  • “I’m honored and humbled to be selected for the second consecutive year by Forbes as a Top Next-Gen Wealth Advisor in the state of Utah, alongside a remarkable group of peers,” Skokos said.

FP Canada™ announces the October 2023 CFP® exam results

Retrieved on: 
Monday, December 18, 2023

Most candidates (78%) reported writing the CFP exam to enhance their skills and better serve their clients.

Key Points: 
  • Most candidates (78%) reported writing the CFP exam to enhance their skills and better serve their clients.
  • TORONTO, Dec. 18, 2023 /CNW/ - Today, FP Canada releases the results for the October administration of the Certified Financial Planner® exam.
  • Following the exam, FP Canada conducted a survey to better understand why candidates chose to write the exam.
  • "Congratulations to everyone who wrote the CFP exam successfully in October," says Tashia Batstone, President and CEO of FP Canada.

Advisor Andrea Freiman joins UBS Private Wealth Management in Miami

Retrieved on: 
Monday, December 4, 2023

UBS Private Wealth Management today announced that Andrea Freiman, CFP®, has joined the firm as a Financial Advisor in South Florida.

Key Points: 
  • UBS Private Wealth Management today announced that Andrea Freiman, CFP®, has joined the firm as a Financial Advisor in South Florida.
  • She joins the UBS Miami Private Wealth Management market, led by Brad Rosenberg, and will be located in the Coral Gables office.
  • This Private Wealth team joined UBS in early 2021 from J.P. Morgan Private Bank and has successfully grown their practice to oversee more than $6 billion in client assets.
  • “On behalf of UBS, we’re excited to welcome Andrea to the firm,” said Brad Rosenberg, Miami Market Director at UBS Private Wealth Management.

Snowden Lane Partners Continues National Expansion; Opens 14th Office in Colorado

Retrieved on: 
Thursday, November 30, 2023

They will form Snowden Lane’s latest team, Mountain West Advisors, with $100 million in total client assets, and spearhead the opening of the firm’s 14th office location in Golden, Colorado.

Key Points: 
  • They will form Snowden Lane’s latest team, Mountain West Advisors, with $100 million in total client assets, and spearhead the opening of the firm’s 14th office location in Golden, Colorado.
  • Snowden Lane now boasts offices in 10 different states, with the Colorado location giving the firm a presence in each of the contiguous states’ four different time zones.
  • “Schuyler and Wendell are exceptional advisors, and we’re thrilled that they’ll be leading our expansion in Colorado,” said Lyle LaMothe, Chairman of Snowden Lane Partners.
  • The Financial Times named Snowden Lane to its elite FT 300 list for six straight years, recognizing Snowden Lane as one of the top independent RIA firms in the U.S.

Generational Wealth Advisors Recognized by D Magazine as a 2023 Top Wealth Manager

Retrieved on: 
Monday, November 27, 2023

Generational Wealth Advisors (GWA), has been named a D Magazine Top Wealth Manager for the 13th year in a row.

Key Points: 
  • Generational Wealth Advisors (GWA), has been named a D Magazine Top Wealth Manager for the 13th year in a row.
  • In addition, GWA’s Stephen Hart , CFP®, CEPA, Director of Planning and Investments, was selected as a 2023 Best Financial Planner.
  • D Magazine’s award is presented annually to leading wealth management firms in the Dallas-Fort Worth area.
  • “I am proud of our team for being honored in the 2023 D Magazine awards,” said Brent Everett , Founder and CIO, Generational Wealth Advisors.

GDS Wealth Management Named One of D Magazine's Top Wealth Managers

Retrieved on: 
Thursday, November 30, 2023

DALLAS, Nov. 30, 2023 /PRNewswire/ -- GDS Wealth Management, a financial planning firm in the DFW area, was recently named one of D Magazine's top wealth managers.

Key Points: 
  • DALLAS, Nov. 30, 2023 /PRNewswire/ -- GDS Wealth Management, a financial planning firm in the DFW area, was recently named one of D Magazine's top wealth managers.
  • GDS Wealth Management was recognized in both the best financial planners and top wealth managers categories.
  • D Magazine created a two-page spread highlighting GDS Wealth Management's history and accomplishments in recognition of their achievement as a top wealth manager.
  • Neither GDS Wealth Management nor any of its Financial Planners or RIA firms pay a fee in exchange for this award/rating.

FP Canada™ launches new consumer website aimed at increasing access to professional financial planning for all Canadians

Retrieved on: 
Thursday, November 23, 2023

The relaunched website is a hub for helpful resources on the value of having a financial plan and working with a Certified Financial Planner® professional or Qualified Associate Financial Planner™ professional.

Key Points: 
  • The relaunched website is a hub for helpful resources on the value of having a financial plan and working with a Certified Financial Planner® professional or Qualified Associate Financial Planner™ professional.
  • The site enables consumers to more easily connect with professional financial planners who meet their unique needs via FP Canada's redesigned Find Your Planner tool.
  • The new website aims to ease the stress Canadians harbour about money by ensuring they can easily and seamlessly access professional financial planning that supports their diverse needs.
  • Visit the website to learn more about the benefits of financial planning services and working with a CFP professional or QAFP professional.