an angel gets his wings

When we hired Alex Palumbo to be a financial advisor at the firm back in 2015, one of our conditions was that he begin the process of attaining the Certified Financial Planner (CFP) designation. He eagerly accepted the challenge for both the benefit of the clients he’d be serving as well as his own professional development.

Alex took the final exam yesterday, after years of studying and passing various tests along the way. I’m happy to report that he’s now official and on his way. We are huge proponents of the CFP mark, both for the education involved in attaining it and the ethos it fosters among the community.

When we first met Alex, he was at an insurance company that was cloaking its program of selling products in the guise of “wealth management.” But selling annuities is not the same as giving financial advice and in many cases it is antithetical to acting as a fiduciary. Alex knew it and knew he had to escape if he ever wanted to truly serve people and help them invest.

We were lucky to have found him thanks to a mention from my friend Bill Singer. I can’t tell you how far this guy has come in the interim, his transform has been incredible to watch and be a part of. I’m starting to realize that one of the things I love the best about my role within the industry is the mentoring and development of young talent.

And now, because of all the time and dedication Alex has put in, another angel has gotten his wings.

Congrats kid.

More about Alex here.

…and here:

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. For additional advertisement disclaimers see here: https://www.ritholtzwealth.com/advertising-disclaimers

Please see disclosures here.

What's been said:

Discussions found on the web
  1. an angel gets his wings – Financial Solutions commented on Jul 18

    […] When we hired Alex Palumbo to be a financial advisor at the firm back in 2015, one of our conditions was that he begin the process of attaining the Certified Financial Planner (CFP) designation. He eagerly accepted the challenge for both the benefit of the clients he’d be serving as well as his own professional development. Alex took the final exam yesterday, after years of studying and passing various tests along t… Source: http://thereformedbroker.com/2018/07/18/an-angel-gets-his-wings/ […]

  2. immediate edge scam commented on Sep 22

    … [Trackback]

    […] Read More to that Topic: thereformedbroker.com/2018/07/18/an-angel-gets-his-wings/ […]

  3. 918kiss commented on Oct 08

    … [Trackback]

    […] Here you will find 23843 more Info to that Topic: thereformedbroker.com/2018/07/18/an-angel-gets-his-wings/ […]

  4. tangerine business account login commented on Nov 17

    … [Trackback]

    […] There you will find 70510 more Information to that Topic: thereformedbroker.com/2018/07/18/an-angel-gets-his-wings/ […]

  5. td login canada commented on Nov 17

    … [Trackback]

    […] Find More Information here on that Topic: thereformedbroker.com/2018/07/18/an-angel-gets-his-wings/ […]

  6. scotia bank online commented on Nov 22

    … [Trackback]

    […] Find More here on that Topic: thereformedbroker.com/2018/07/18/an-angel-gets-his-wings/ […]

  7. best cbd reddit commented on Nov 27

    … [Trackback]

    […] Find More on to that Topic: thereformedbroker.com/2018/07/18/an-angel-gets-his-wings/ […]

  8. DevSecOps services commented on Dec 02

    … [Trackback]

    […] Find More on on that Topic: thereformedbroker.com/2018/07/18/an-angel-gets-his-wings/ […]

  9. 토토사이트 추천 commented on Dec 09

    … [Trackback]

    […] Read More here on that Topic: thereformedbroker.com/2018/07/18/an-angel-gets-his-wings/ […]

  10. cats having fun commented on Dec 31

    … [Trackback]

    […] There you will find 1496 additional Information on that Topic: thereformedbroker.com/2018/07/18/an-angel-gets-his-wings/ […]

  11. scotiabank online banking login commented on Jan 21

    … [Trackback]

    […] Read More Info here on that Topic: thereformedbroker.com/2018/07/18/an-angel-gets-his-wings/ […]