Like many industries, the wealth management industry must educate, train, and support future leaders.
North Adams, Massachusetts (PRWEB) December 21, 2016
Atlas Private Wealth Management (‘Atlas’), a registered investment advisory firm headquartered in North Adams, Massachusetts, is pleased to announce that Kollin Allard, Vice President and Wealth Management Advisor, has successfully completed the Chartered Retirement Planning Counselor SM (CRPC®) Professional Designation Program. Working out of Atlas’s Massachusetts office since 2011, Kollin has served as a Wealth Management Advisor for his clients throughout the country. Kollin’s CRPC® designation further adds to Atlas’s roster of financial planning experts with industry credentials.
“Like many industries, the wealth management industry must educate, train, and support future leaders. As senior advisors begin to consider their own retirement options, we continue to cultivate the next generation of advisors with the training and support needed to help our clients pursue their financial goals. Kollin’s CRPC® designation expands our capacity to service the growing demand for retirement and financial planning services,” said Gregory Britton, President and CEO of Atlas Private Wealth Management. “Having been a part of the Atlas team since 2011, I look forward to expanding my role in helping our clients with retirement and financial planning services designed to help individuals and families pursue their financial goals,” said Mr. Allard.
Chartered Retirement Planning CounselorSM or CRPC®
Individuals who hold the CRPC® designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process. Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.
For more information, please contact Natalie Wheeler by phone at (800) 432-7447 or via email at nwheeler(at)atlaspwm(dot)com.
About Atlas Private Wealth Management
Atlas Private Wealth Management is a fee-based investment advisory firm that provides services for individuals, families, businesses, and nonprofit organizations. Atlas is an SEC-registered investment advisor. SEC registration does not constitute an endorsement of Atlas by the SEC nor does it indicate that the advisor has attained a particular level of skill or ability. Atlas manages nearly $1 billion of assets for over 1600 clients throughout the United States.