Commonwealth Financial Network® Congratulates Honorees on the NAPA Top Retirement Plan Advisors Under 40 List
Waltham, MA (January 3, 2019)—Commonwealth Financial Network®, the nation’s largest privately held Registered Investment Adviser–independent broker/dealer, congratulates three affiliated advisors on being named to the National Association of Plan Advisors (NAPA) 2019 Top Retirement Plan Advisors Under 40 list. Now in its sixth year, the list will be published in a future issue of NAPA Net the Magazine, will be acknowledged at the 2019 NAPA 401(k) Summit, and is currently featured online.
The three Commonwealth-affiliated advisors named to this list are:
- Alexander Assaley, III, AIF®, AFS 401(k) Retirement Services, LLC, Bethesda, Maryland
- Jim Keenehan, AIF®, CPFA, AFS 401(k) Retirement Services, LLC, Bethesda, Maryland
- Jamie Kertis, AIF®, QKA, CPFA, Grinkmeyer Leonard Financial, Birmingham, Alabama
“It’s so important to the health of our industry that we recognize the talented leaders coming up today,” said Wayne Bloom, CEO of Commonwealth Financial Network. “Alex, Jamie, and Jim represent some of the best and brightest in financial services. Their tireless support of plan sponsors and participants helps ensure that many will have the opportunity to live well and fully as they enter their retirement years.”
The NAPA Top Retirement 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. Nominees were asked to complete an application, 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 DC/defined benefit plan revenue. Overall, 512 advisors were considered, and 100 (19.5 percent of candidates) were recognized. For more information, please visit www.napa-net.org.
About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held Registered Investment Adviser–independent broker/dealer, with headquarters in Waltham, Massachusetts, and San Diego, California. J.D. Power ranks Commonwealth “Highest in Independent Advisor Satisfaction Among Financial Investment Firms, Five Times in a Row.” The firm supports approximately 1,800 independent financial advisors nationwide. For more information, please visit www.commonwealth.com.
Commonwealth received the highest score in the independent advisor segment of the J.D. Power 2010, 2012, 2013, 2014, and 2018 Financial Advisor Satisfaction Studies of customers’ satisfaction among financial advisors. Visit jdpower.com/awards.
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*Votes were used to break ties, if applicable. The nominated advisor need not be a NAPA member. This award is not indicative of the wealth manager’s future performance. Your experience may vary.