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A Letter from Matt Crisafulli, EA, CFP®

Mar 8, 2016 8:49:18 AM / by Ara Oghoorian

Dear Clients & Colleagues,

I am proud to announce that after more than five years of post-graduate education and experience and after passing a strenuous two day examination, I have completed all of the necessary steps required to call myself a Certified Financial Planner™ Practitioner. To earn the CFP® designation, candidates must complete what the Board of Standards refers to as the “4 E’s”:

1. Education

2. Examination
3. Experience
4. Ethics

In addition to earning a bachelor’s degree, completing a board certified post-graduate education program, passing the exam, and adhering to a strict code of ethics, I was also required to complete three years of relevant work experience in an industry related field, the last two of which I completed here at ACap Asset Management.I am happy to be a part of ACap Asset Management team and I am passionate about helping my clients achieve their financial goals. I welcome the responsibilities inherent with being a Certified Financial Planner™ and I look forward to this next phase of my career. Thank you for your continued trust in me and ACap Asset Management.

Sincerely,

Matthew Crisafulli, EA, CFP®

Pictures of our party at the ACap offices celebrating my CFP®

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Ara Oghoorian

Written by Ara Oghoorian

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