Council Rock Wealth Advisory Group, a financial advisory practice of Ameriprise Financial Services, Inc., announced that Financial Advisor Anthony Mancuso now holds the Accredited Portfolio Management AdvisorSM (APMA®) designation, certified by The College for Financial Planning.
Individuals who hold the APMA designation have completed a course of study encompassing client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory and investor psychology. Following completion of the exam, individuals must sign a code of professional ethics, and complete a disclosure form attesting to their professional conduct. Designees are also required to renew their certification every two years by completing 16 hours of continuing education.
“By mastering the requirements of the APMA designation, I have expanded my qualifications and become a more knowledgeable financial advisor,” said Mancuso. “This will allow me to better serve my clients at every step of their financial planning process.”
As a financial advisor, Mancuso provides financial advice that is anchored in a solid understanding of client needs and expectations, and provided in one-on-one relationships with his clients. For more information, please contact Anthony Mancuso at 585.343.4551. His offices are located at 113 Main St., Batavia, N.Y. 14020 and 6622 Main St., Williamsville, N.Y. 14221.
