WALTHAM, Mass.--(BUSINESS WIRE)--Commonwealth Financial Network®, the nation’s largest privately held independent broker/dealer–RIA, congratulates three affiliated advisors on being named to the National Association of Plan Advisors (NAPA) 2017 Top Retirement Plan Advisors Under 40 list. Now in its fourth year, the list will be published in the summer 2017 issue of NAPA Net the Magazine, will be acknowledged at the 2017 NAPA 401(k) Summit, and is currently featured online.
The three Commonwealth-affiliated advisors named to this list are:
- Alexander Assaley, III, AIF®, AFS 401(k) Retirement Services, LLC, Bethesda, Maryland
- Amber Kendrick, CRPS®, CPFA, CIG Retirement Plan Consulting, Glastonbury, Connecticut
- Jamie Kertis, AIF®, QKA, CPFA, Grinkmeyer Leonard Financial, Birmingham, Alabama
“Congratulations to these advisors for being recognized as NAPA Top Retirement Plan Advisors Under 40,” said Wayne Bloom, CEO of Commonwealth. “Each is a passionate advocate for retirement plans, plan sponsors, and plan participants and will inspire and lead the next generation of the industry. We are pleased to celebrate their accomplishment and are privileged to have them as members of the Commonwealth community.”
The NAPA Top Retirement Plan Advisors Under 40* list includes plan advisors who have built a solid practice—either alone or as part of a team—and are established leaders ready to take their defined contribution (DC) and 401(k) plans to the next level. Nominations were solicited by NAPA members. Nominees were asked to complete an application, and winners were chosen based on criteria that include current and new DC assets under management, DC plans for the past 12 and 24 months, and DC/DB plan revenue. Overall, 309 advisors were considered, and 75 (24.3 percent of candidates) were recognized. For more information, please visit: www.napa-net.org.
About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held independent broker/dealer–RIA, with headquarters in Waltham, Massachusetts, and San Diego, California. The firm supports 1,710 independent advisors nationwide in serving their clients as registered representatives, investment adviser representatives, and registered investment advisers, as well as through hybrid service models. For more information, please visit www.commonwealth.com.
*Votes were used to break ties, if applicable. The nominated advisor need not be a NAPA member. This award is not indicative of the wealth manager’s future performance. Your experience may vary.