Commonwealth Financial Network® Congratulates Honorees on the NAPA“Top 50 Plan Advisors Under 40” List
WALTHAM, MA (July 15, 2015)—Commonwealth Financial Network®, the nation’s largest privately held independent broker/dealer–RIA, congratulates three affiliated advisors on being named to the National Association of Plan Advisors (NAPA) 2015 “Top 50 Plan Advisors Under 40” list. Bradley Araki, AIF®, CFP®, Tsukazaki & Associates, LLC, based in Honolulu, Hawaii; Alexander Assaley, III, AIF®, AFS 401(k) Retirement Services, LLC, based in Bethesda, Maryland; and Chad Gutner, AIF®, CFP®, Samuel Financial LLC, based in Dedham, Massachusetts, are honored on the list. Now in its second year, the list is published in the summer 2015 issue of NAPA Net the Magazine and featured online.
The NAPA “Top 50 Plan Advisors Under 40” list includes plan advisors who have built a solid practice—either alone or as part of a team—and are established leaders ready to take their defined contribution (DC) and 401(k) plans to the next level. Nominations were solicited by NAPA members, and winners were chosen based on criteria that include current and new DC assets under management, DC plans for the past 12 and 24 months, and votes from NAPA members.
“Congratulations to Bradley Araki, Alexander Assaley, and Chad Gutner for being named to this exclusive list of next-generation plan advisors,” said Wayne Bloom, Commonwealth CEO. “The advice industry needs advisors with fresh perspectives and the drive and dedication to guide in the evolution of the industry—these three are among those who will successfully do so. We are a proud partner of their practices, and we look forward to supporting the growth of their businesses and the needs of their clients.”
About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held independent broker/dealer–RIA, with headquarters in Waltham, Massachusetts, and San Diego, California. The firm supports approximately 1,600 independent advisors nationwide in serving their clients as registered representatives, investment adviser representatives, and registered investment advisers, as well as through hybrid service models. For more information, please visit www.commonwealth.com.
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