San Mateo, California - July, 1 2014 -- Mark Pietrofesa, founding member of Summit Financial Advisors, celebrates his 20th Anniversary as a CFP® license holder. The Certified Financial Planner (CFP® ) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards. Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards.
Certificants are required to adhere to the CFP® Board Code of Ethics and Professional Responsibility and to the Financial Planning Practice Standards. This demonstrates to the public that they have agreed to provide personal financial planning in the client's best interest and to act in accordance with the highest ethical and professional standards. The CFP® Board has the right to enforce them through its Disciplinary Rules and Procedures. To maintain certification, license holders are also required to complete thirty (30) hours of continuing education every two years, of which two (2) hours the Board of Standards approved ethical information on an on-going basis.
“When I first began my career, I strived to provide the highest quality, comprehensive financial and investment advice,” Mark Pietrofesa, one of the organizations founders, commented. “The designation studies provided the foundation for my efforts...and the ongoing education and additional efforts of the Financial Planning Association have helped me immensely in serving clients.”
“The comprehensive and objective approach along with the ethical standards of the designation are critical for clients in the planning process”, stated Rafael Velez, a senior advisor at Summit Financial Advisors. “Our clients continue to benefit from Mark’s expertise, efforts and professional integrity.”
Summit Financial Advisors, LLC is a SEC Registered Investment Adviser providing private account and wealth management services to clients in Northern California and across the country. Founded in 1998, the firm combines a total wealth management approach to financial planning strategies with a disciplined asset management program. Customized financial planning strategies and investment portfolios are constructed to each client’s unique situation.