Commonwealth Financial Network® Congratulates Honorees on the NAPA “Top 50 Plan Advisors Under 40” List
Waltham, MA (July 9, 2014)—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) 2014 list of“Top 50 Plan Advisors Under 40.” Alexander Assaley, III, principal, AFS 401(k) Retirement Services, LLC, based in Bethesda, Maryland; Stephanie Gallegos, director, Axial Benefits Group, based in Burlington, Massachusetts; and Chad Gutner, Samuel Financial, LLC, based in Dedham, Massachusetts, are honored on the list. The list is published in the summer 2014 issue of NAPA Net Magazine and featured online.
NAPA’s “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 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 defined contribution AUM, defined contribution plans for the past 12 and 24 months, and votes from NAPA members.
“I congratulate Alexander Assaley, Stephanie Gallegos, and Chad Gutner for being named in this exclusive list of next-generation plan advisors,” said Wayne Bloom, Commonwealth CEO. “Each of these advisors shows the promise and potential that the future holds for the advice industry. I applaud their hard work and dedication to excellence and look forward to witnessing their future success. We are a proud partner of their practices and will continue to serve their evolving needs.”
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. J.D. Power ranks Commonwealth “Highest in Independent Advisor Satisfaction Among Financial Investment Firms, Four Times in a Row.” The firm supports more than 1,487 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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