Woburn resident joins Baystate Financial Services
COURTESY OF BAYSTATE FINANCIAL SERVICES
Baystate Financial Services announced that Theresa Failla, of Woburn, has joined their firm as a financial adviser.
Failla brings 20 years of experience in the financial/insurance industries to her new role. She recalls that she began in the industry as an agency secretary, helping agents with letters they sent to prospects. She later advanced to a marketing/recruiting position and then a sales assistant to a financial planner where she later earned a registered paraplanner designation from the College for Financial Planning during her earlier years in the financial services industry.
Mission Wealth Names Four New Partners to Firm in 2021
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Mission Wealth is pleased to announce the addition of four new partners to the firm: Jenna Rogers, Renee Hennessee, Ryan Niedbalski, and Jeff Avila. Expanding equity ownership within the firm remains central to our team philosophy because it reflects our desire to serve the needs of our clients across future generations and is also key for employee attraction and retention. We are thrilled with the addition of these new partners to our owner group and are eager to continue the expansion of the partnership group each year.
We are excited to welcome four new partners to the firm, bringing our grand total to fifteen and helping us ensure that we have expanded leadership to steward the firm for many years to come.
Abelow Pratt and Associates press release
SOUTH LAKE TAHOE, Calif. - Nicholas Abelow CFP, an independent financial advisor at Abelow Pratt and Associates in South Lake Tahoe has obtained the Chartered SRI Counselor™ (CSRIC) certification. The CSRIC™ program was developed in collaboration with industry-group leader US SIF: The Forum for Sustainable and Responsible Investment. It provides financial advisors and investment professionals with information about the history, definitions, trends, portfolio construction principles, fiduciary responsibilities, and best practices for sustainable investments.
The CSRIC™ professional designation is a groundbreaking certification in the fast-growing field of sustainable, responsible and impact investing (SRI). This designation is the first major financial credential dedicated specifically to sustainable investing.
CFP Board Announces 2020 Registered Programs Conference
Sponsors Commitment Helps Advance Financial Planning Program, Education Efforts
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WASHINGTON, Dec. 10, 2020 /PRNewswire/ The Certified Financial Planner Board of Standards, Inc. (CFP Board) today announced the sponsors of the 2020 Registered Programs Conference, which will take place, virtually, on December 15-16, 2020. This year s conference will feature topics to advance financial planning education, including an update on the CFP Board Practice Analysis, the largest research project in the United States related to financial planning; an exploration of ways to build a diverse and inclusive education program; and presentation of the 2020 Registered Program Excellence in Pro Bono Award.