SARASOTA, FL – Kimberly Evener, Director of Consumer Companies for Forza Wealth Administration, was not too long ago awarded the Licensed Belief & Fiduciary Advisor (CTFA) skilled certification from the American Bankers Affiliation (ABA). ABA skilled certifications promote the best requirements of efficiency within the monetary companies business by validating people’ data and experience.
“Incomes the CTFA certification validates Kimberly’s expertise and depth of schooling when working with trusts and the fiduciary normal,” stated Michael DeMassa, CFA, CFP®, Founder & Principal of Forza Wealth Administration.
The CTFA certification is awarded to people who reveal excellence within the wealth administration and belief business. To qualify for the CTFA certification, people should obtain a sure stage of expertise and schooling within the belief occupation, go an examination, and conform to abide by a code of ethics. The CTFA examination covers many areas, together with fiduciary and belief actions, monetary planning, tax legislation and planning, funding administration, and ethics. The CTFA certification additionally requires people to fulfill skilled persevering with schooling and improvement necessities.
“We congratulate Kimberly on reaching the CTFA designation,” stated Timothy Videnka, CFA, CFP®, Chief Funding Officer & Principal. “This accomplishment not solely demonstrates her experience and dedication but in addition exemplifies our dedication to steady studying {and professional} improvement for the advantage of our purchasers.”
Evener joined Forza Wealth Administration in July 2022 as Director of Consumer Companies; she is liable for all elements of consumer companies, together with strategic route, coordination, and operations. Evener additionally holds the license of Funding Advisor Consultant with the State of Florida (Sequence 65) and has been within the monetary companies business for 19 years.
For extra about Forza Wealth Administration, go to forzawealth.com or name 941-203-3748.
About Forza Wealth Administration
Forza, based in 2015 and situated in South Sarasota, is an unbiased, fee-only SEC Registered Funding Advisor (RIA), specializing in purchasers over $1 million in investable property. The agency exists to supply unbiased, goal recommendation to purchasers, with a dedication to constructing long-term relationships whereas holding purchasers first within the advisor-client relationship. Forza works along with the consumer’s legal professional, CPA and different professionals for an built-in wealth administration method. Name 941-203-3748 or go to forzawealth.com.