Plan advisors who earn the Certified Plan Fiduciary Advisor (CPFA) designation demonstrate the expertise required to act as a plan fiduciary or to help plan fiduciaries manage their roles and responsibilities.
Minneapolis — May 12, 2016 — CliftonLarsonAllen Wealth Advisors, LLC (CLA Wealth Advisors), is pleased to announce that three wealth advisors — John Stiglich, Sean Huntley, and Thomas Chichester — have successfully passed the examination to receive the Certified Plan Fiduciary Advisor (CPFA) designation from the National Association of Plan Advisors (NAPA). Plan advisors who earn their CPFA demonstrate the expertise required to act as a plan fiduciary or to help plan fiduciaries manage their roles and responsibilities.
Stiglich is a principal with CLA Wealth Advisors and is responsible for managing the firm's employee benefit services team. The team provides technical consulting, investment management, and compliance services to a wide variety of employee benefit plans.
“Earning this designation illustrates our commitment to having wealth advisors who have deep knowledge and experience serving our clients’ retirement plans,” Stiglich commented.
Huntley has worked in insurance and retirement for eight years. He focuses on retirement plans and insurance solutions for individual clients, including life, disability, long-term care, and annuities.
Chichester joined CLA Wealth Advisors in early 2016 as an employee benefits sales and service manager after 25 years in the retirement plan industry. He will contribute to the expansion of retirement plan opportunities for CLA Wealth Advisors in the firm’s western region.
About CliftonLarsonAllen Wealth Advisors, LLC
CliftonLarsonAllen Wealth Advisors, LLC (CLA Wealth Advisors), an SEC-registered investment advisor, offers wealth advisory services, including investment management; financial and retirement planning; estate, gift, and income tax planning; divorce financial planning; business succession planning; sell-side representation of mergers and acquisitions; insurance and risk management; employer-sponsored benefit plan design, compliance, and consulting; and investment consulting for endowments and foundations. The national wealth advisory practice consists of approximately 100 professionals who advise or consult on roughly $4 billion in total client assets. According to Accounting Today’s 2015 “Wealth Magnets” report, CLA Wealth Advisors is ranked sixth in the billion dollar club based on assets under management (AUM). This publication reviews wealth managers affiliated with CPA firms.
CliftonLarsonAllen Wealth Advisors, LLC is a wholly owned company of CliftonLarsonAllen LLP, a national professional services firm. For more information visit CLAconnect.com/privateclient.
About CLA
CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, more than 130 U.S. locations, and a global vision, we promise to know you and help you. CLA (CliftonLarsonAllen LLP) is an independent network member of CLA Global. See CLAglobal.com/disclaimer. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.