Broker Check

2013 News and Updates

SPG ADVISORS RECEIVE FIVE STAR WEALTH MANAGER AWARD

December 1, 2013 – Brian Onofrio, Karl Zirolli and Jay Pinto have been recognized as 2013 Five Star Wealth Managers by Five Star Professional. Featured in the December issue of Connecticut Magazine, this award is given to less than 2% of wealth managers in the Connecticut area. Award candidates must satisfy 10 objective eligibility and evaluation criteria. CLICK HERE

KARL ZIROLLI RECEIVES PRESTIGIOUS AIF® DESIGNATION

May 1, 2013 – Karl has been awarded the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies™ (the Center), the standards-setting body for FI360.  The AIF® designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.  The designation is the culmination of a rigorous training program, which includes a comprehensive closed-book final examination under the supervision of a proctor and an agreement to abide by the Code of Ethics.  On an ongoing basis, designees are required to complete continuing education to maintain the AIF® designation.

JAY PINTO NAMED MONTHLY FINANCIAL CONTRIBUTOR TO HIBU MAGAZINE

January 5, 2013 – Jay Pinto has been chosen to write monthly financial articles for select areas of Connecticut for Hibu Magazine. Jay’s articles will focus on various advanced financial topics designed to address and educate readers with solutions to potential financial issues.