新的伙伴开始新的一年

We are excited to announce Angela Palacios, CFP®, AIF®, as the newest Partner at 中心! She follows in the long tradition of strong female leadership that began with Founding Partners Marilyn Gunther and Estelle Wade. Our team looks forward to working with 安吉 in her new leadership role.

CFP®,Angel Palacios,CFP®,AIF®金融计划中心有限公司的合作伙伴®

让我们回顾一下她在The Center的时间以及这项促销活动将如何影响我们的运营。

兼职部门主管

安吉 joined 中心 team 10 years ago as a part-time Investment Research Associate, after having her daughter, Lilly. She served as Director of Investments before advancing to partnership.

她说:“我进入了运营底层,因此我必须做很多幕后工作,并专注于投资。” “该中心确实使我能够做自己有热情的事情。”

为成功奠定基础

Right out of college, 安吉 earned her CERTIFIED FINANCIAL PLANNER™ certification, awarded in 2003. A Master’s in Business Administration from Nichols College followed in 2007, and she earned the Accredited Investment Fiduciary (AIF®) designation in 2017.

As a CFP®, she has trained to not only understand the analytics side of financial planning, but also the client’s side. The AIF® designation means that 安吉 complies with fiduciary standards of care and prudent investment practices.

Over the past decade, 安吉 has become a trusted member of our team. She founded our Social committee, a group that plays a large part in making 中心 a wonderful – and award-winning – place to work. We are a family, and 安吉 makes sure that value is never forgotten!

安吉 also created, designed, and implemented the Center for 金融计划 smart phone app, which is currently in the final stages of development.

合作要约

Managing Partner, Timothy Wyman, invited 安吉 to become a Partner because of the work she was already doing. Of course, her new role comes with additional responsibilities, but she will also continue to work on a foundation built over the last decade.

Wyman说:“ 安吉体现了我们在新的合作伙伴中寻找的一切。” “从第一天起,安吉就成为了一个自我开创者和自我管理者,表现得像主人。安琪(Angie)对中心的使命和愿景充满热情,最重要的是每天都在模拟中心价值。此外,Angie致力于帮助创造一个理想的工作场所 并向我们​​所有人表示最大的敬意。她孜孜不倦地努力为整个公司(我们之前的我们)取得成功,并具有“需要什么”的态度。我们很幸运,Angie接受了合作伙伴邀请!”

美好的未来

安吉 将继续监督公司的投资部和技术部,同时增加对合规职能的监督。她期待着参与该中心战略远景的规划和实施。她还将继续担任社会委员会主席。

Standards Inc.的认证财务规划师委员会在美国拥有认证标志CFP®,CERTIFIED FINANCIAL PLANNERTM和联邦注册的CFP(带有火焰设计),以表彰那些成功完成CFP Board最初和正在进行的认证要求的个人。