Charting a Course for Your Financial Future

Transcript

Bringing Confidence to Your Investment Planning

We help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.

Recent Achievements

The Armillary Group of Wells Fargo Advisors is proud to celebrate the recent achievements of our team members!   
 
Lauren Poleto, Financial Advisor, recently earned the CERTIFIED FINANCIAL PLANNER® certification.  Lauren met the rigorous experience and ethical requirements of the CFP Board, including having successfully completed financial planning coursework and a comprehensive capstone project, which she completed through NYU. She also passed the six-hour, 170 question, CFP® certification exam. The coursework and exam cover the following areas: Professional Conduct and Regulations, General Principles of Financial Planning, Risk Management and Insurance Planning, Investment Planning, Tax Planning, Retirement Savings and Income Planning, Estate Planning and Psychology of Financial Planning. Additionally, CFP® professionals commit to the CFP Board to act as a fiduciary, which means acting in the best interests of the client when providing financial advice. They also commit to upholding CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

Patricia Wilfong, Wealth Planning Consultant, successfully achieved the Certified Private Wealth Advisor® designation. The CPWA® signifies that she met initial and on-going experience, ethics, education and examination requirements for the profession of private wealth advisor, which is centered on  management topics and strategies for high-net-worth clients. Prerequisites for the CPWA designation are: a Bachelor’s degree from an accredited college or university; acceptable ethical background/compliance history as decided in an admissions peer review process governed by the Ethics Board and five years of professional client-centered experience in financial services or related industry. CPWA designees must complete a six-month pre-class educational component and an executive education program, which she accomplished through Yale School of Management. CPWA Designees are required to adhere to  IWI’s Code of Professional Responsibility and Guidance Document, Disciplinary Rule and Procedures, and Rules and Guidelines for using the Marks.

These achievements reflect Lauren and Patricia’s dedication to excellence and their commitment to providing the highest level of service to our clients. Thank you for your trust and the opportunity to support you in working toward your financial goals.  We look forward to continuing our journey together.

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The Armillary Group

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

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For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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