MONTGOMERY – Branch manager Robert Broach with Parsons Broach Financial Services has received the prestigious Certified Plan Fiduciary Advisor (CPFA) designation.

Broach, a financial advisor with Raymond James Financial Services, received the CPFA designation after demonstrating the specialized knowledge required to act as a plan fiduciary or to help plan fiduciaries manage their roles and responsibilities.

The CPFA credential — developed by some of the nation’s leading retirement plan experts — shows the designee’s knowledge, expertise and commitment to working with retirement plans. “Due to the increasing complexity of regulations in the retirement planning world as well as expanded fiduciary duties and laws that focus the spotlight on fiduciary responsibilities, I felt it important for me to continue to develop my skills and knowledge in order to help our clients maintain the most effective retirement plan possible,” Broach said.

He is responsible for assisting his clients with the management and service of a broad range of financial services including qualified retirement plans. Broach is actively involved in designing plans to assist employers manage their fiduciary risk and help position employees for long-term financial stability, while giving companies a distinct advantage in attracting and retaining talent.

The National Association of Plan Advisors (NAPA), which was created in 2011, awarded Broach with the CPFA designation. It is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. The exclusive focus is what sets NAPA apart.

All rights reserved, Gumptown Magazine. Copyright 2018. 


Please enter your comment!
Please enter your name here