Chris Annello CFP Practitioner

Way to Wrap Up 2014, Chris Annello, CFP®!

Chris Annello CFP Practitioner

2014 was a pretty exciting year at SAGEbroadview. For starters, it is our first year as a combined SAGEbroadview force. Even as we threw ourselves into combining the energy of two good firms into one, we also took on a variety of personal goals. Most noteworthy was Associate Advisor Chris Annello’s achievement of his CERTIFIED FINANCIAL PLANNER™ marks. We couldn’t be more excited for Chris, who has now officially followed in the footsteps of his proud pop, Larry Annello, CFP®.

Chris Annello, CFP®: On Being a CERTIFIED FINANCIAL PLANNER™ Professional
We’ve blogged in the past about the significance of the CFP® certification, and why we feel it benefits investors to work with a CERTIFIED FINANCIAL PLANNER™ practitioner. In Chris’s own words:

Embarking on the path to become a CERTIFIED FINANCIAL PLANNER™ professional was a long and demanding journey, and a decision that I took very seriously. One cannot simply “go through the motions” of taking classes and expect to receive a passing grade on the exam. Becoming a CFP® practitioner requires a true commitment to the profession and, ultimately, to the clients we serve.

To be a CFP® professional, I not only had to complete the rigorous certification requirements, but I also am committed to continuing education and a pledge to uphold the CFP Board’s strict Code of Ethics. For me, the CFP® designation is an important step toward helping our firm advance our clients’ financial goals and build on our mission statement: Appreciate the Wealth of Your Life.

Chris’s Journey to CERTIFIED FINANCIAL PLANNER™ Certification
To underscore the effort involved, here is a summary of Chris’s educational journey to date:

  • Bachelor’s Degree in Business Administration (Bryant University)
  • CFP Board approved coursework (Boston University)
    Two years of coursework included: General principles of financial planning, Insurance Planning and Risk Management, Investment planning, Income tax planning, Retirement Planning and Employee Benefits and Estate Planning
  • CFP® exam passed: July 2014
    Two-day, 10-hour final exam; 68.1% first-time pass rate. Estimated 200+ hours of long nights and weekends studying in the library! Four days of 10-hour classroom live review
  • Three years of relevant work experience (equivalent of 6,000+ hours)
  • Ethics – Background check and pledge to adhere to the high standards of ethics and practice outlined in the CFP Board’s Standards of Professional Conduct
  • CFP® Certification Achieved: December 2014

We expect that this is only the beginning of Chris’s career at SAGEbroadview, as he joins our three other CFP® practitioners (Sheri, David and Larry) in our fiduciary oath to our clients and our profession. Congratulations, Chris!

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Sheri Iannetta Cupo, CFP®, Founding Partner (Retired) & Director
[email protected]

SAGEbroadview Wealth Management is a Fee Only firm offering ongoing financial planning and portfolio management, with tax planning woven carefully throughout our services. We work virtually across the country, with offices in Farmington, CT, Morristown, NJ, and Burlington, MA.