Commonwealth Financial Network® Congratulates Honoree in Financial Times Top 401 Retirement Plan Advisors List
WALTHAM, MA (May 28, 2015)—Commonwealth Financial Network® congratulates affiliated advisor Peter M. Tsukazaki, AIFA®, QPFC®, TGPC, managing partner, Tsukazaki & Associates, LLC, on being named to the Financial Times Top 401 Retirement Plan Advisors list for 2015. The Financial Times, one of the world’s leading global business news organizations, marks this as the first annual list of its kind.
To compile this list, the Financial Times graded nominees on eight broad factors and calculated a numeric score for each advisor. The areas of consideration were assets under management (AUM) in defined contribution (DC) plans, degree of specialization in DC plan advising, growth in DC plan AUM, growth in number of DC plans advised, average participation rate in advised DC plans, years of experience as a DC plan advisor, industry certifications, and compliance record. For the full methodology,* please visit www.ft.com.
“I extend my most sincere congratulations to Peter on being named to this list of elite plan advisors,” said Paul Mahan, senior vice president, retirement consulting services, at Commonwealth. “To be included in the Financial Times’ first annual list dedicated to recognizing retirement plan advisors speaks to Peter’s level of service, professionalism, and aptitude. We are pleased to see Peter recognized, and we look forward to supporting the continued growth of his retirement business.”
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 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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*Not indicative of advisor’s future performance. Your experience may vary.