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
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®