Congratulations to our own Seth Gerber on earning the Certified Plan Fiduciary Advisor designation 🎉. It demonstrates his knowledge , expertise, and commitment to working with clients on their retirement plans. Financial advisors who earn their CPFA designation demonstrate the expertise required to act as a plan fiduciary or help 401(k) plan fiduciaries manage their roles and responsibilities.
Given the alphabet soup of designations in our industry, we’re careful to stick with those we think are the most worthy and reputable.
You can see Seth’s complete bio here, along with our entire team. 