Cooke Capital, Inc. is pleased to announce that CERTIFIED FINANCIAL PLANNERS™, Charles Cooke and Haley Tolitsky, have earned their Certified Plan Fiduciary Advisor (CPFA®) designation from the National Association of Plan Advisors (NAPA).
Plan advisors who earn their CPFA® demonstrate the specialized knowledge required to act as a plan investment fiduciary or to help plan fiduciaries manage their roles and responsibilities. The Certified Plan Fiduciary Advisor (CPFA®) credential - developed by some of the nation's leading advisors and retirement plan experts - demonstrates knowledge, expertise, and commitment to working with retirement plans.
This designation focuses on building a sound investment fiduciary process. By earning the CPFA®, one can help their clients objectively review their financial status, identify potential concerns, and recommend the appropriate solutions for addressing these retirement matters.
Cooke states, “Cooke Capital, Inc. is constantly striving for growth so that we can continually add value to our clients through our knowledge and expertise.”
Charles Cooke, CFP® and Haley Tolitsky, CFP® are CERTIFIED FINANCIAL PLANNERS ™ with Cooke Capital, a wealth planning and investment management firm specializing in the needs of dentists, and Dental 401(k), an innovative retirement plan solution for dental practices.
Securities offered through The Strategic Financial Alliance, Inc. (SFA), Member FINRA, SIPC. Advisory services offered through Allegiance Financial Group Advisory Services, LLC (AFGAS). SFA, AFGAS, and Cooke Capital, Inc. are not affiliated. Supervising office: 678-954-4000.