Training | 2021.03.22
Passehl Financial Advisors Earn Designations as Team Continues to Grow
Geoffrey Passehl, CLU®, ChFC®, CASL®, RICP®, founder of Passehl Financial Services, has earned the Wealth Management Certified Professional® (WMCP®) designation from The American College of Financial Services. The practice’s newest member, Joseph DeFazio, ChFC® has earned the Chartered Life Underwriter® (CLU®) and Retirement Income Certified Professional (RICP®) designations from The Amercian College. DeFazio joined the Passehl team in January of 2020 as Director of Investment s and has greatly supported the firm’s growth despite the challenges of the pandemic. As a team, Passehl Financial now holds nine professional designations, and the firm continues to seek advanced education and training as it grows.
(PRWeb March 22, 2021)
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