Carl Holubowich and Chris Rivers hit the links for the 29th annual Financial Planning Association-National Capital Area Charity Golf Classic! This fantastic event benefits the Foundation for Financial Planning, which works to expand access to pro bono financial services for people in need.
50TH ANNUAL CREDIT UNION CHERRY BLOSSOM 10 MILE
Nicolette Davicino ran in the 50th Annual Credit Union Cherry Blossom 10 Mile! This fantastic race has raised more than $10.6 million for the Children’s Miracle Network Hospitals, including $450k in 2023!
RYAN FLEMING’S CONVERSATION WITH FINANCIAL ADVISOR IQ
Ryan Fleming sat down with Financial Advisor IQ to discuss how he prioritizes empathy when working with clients. For Ryan, building a successful, trusting relationship begins with empathy. Check out the full video here.
FORBES BEST-IN-STATE WEALTH ADVISORS LIST FOR 2023
Chris Rivers made Forbes Best-In-state Wealth Advisors list for 2023. Read the full list here.
2023 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2023 based on data gathered from June 2021 to June 2022. 22,243 were considered, 7,321 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information
2022 WEALTHMANAGEMENT.COM RIA EDGE 100
We are proud to share that AFM was included in Wealthmanagement.com’s RIA Edge 100!
This list celebrates 100 firms that lead the way in strategic growth and “represent the best-of-the-best in the RIA industry.” Check out the full list here.
2022 Wealthmanagement.com RIA Edge 100, created by Wealth Management IQ and Data Discovery. Presented in Feb 2023 based on data gathered from Dec 2021 to Dec 2022. 450 Firms were considered and 100 were recognized. Firms may pay a fee to hold out marketing materials. Not indicative of firm’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/43djjmm2.
SUMEDHA OBTAINED THE CPWA® CERTIFICATION
We are proud to announce that Sumedha has obtained the Certified Private Wealth Advisor® (CPWA®) Certification! It is an advanced credential created specifically for wealth managers who work with high-net-worth individuals, focusing on the life cycle of wealth: accumulation, preservation, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.
LUCAS PASSED SERIES 7 & 63 EXAMS
Congratulations to Lucas Campbell for passing the Series 7 exam! The exam measures the degree to which each candidate possesses the knowledge needed to perform the critical functions of a general securities representative, including sales of corporate securities, municipal securities, investment company securities, variable annuities, direct participation programs, options and government securities. We are so excited to support him in this achievement!