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
*The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. Neither the advisors nor their parent firm pay a fee to FSP for the nomination or award. Working with a Five Star Wealth Manager is no guarantee of investment success.
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.
*Use of the AIF designation does not imply that Lincoln Financial Securities Corp. or its Investment Advisor Representatives may act in fiduciary capacity for ERISA plans.
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.