Crisci Private Wealth
Management

CONNECT

Address:

2640 Golden Gate Parkway, Suite 206
Naples, FL 34105

Phone:

1-239-919-8901,1-888-224-0792

Fax/Other:

1-239-919-8697

What Our Accreditations Mean & Why They Are Important?

      GARY T. CRISCI
  • Chartered Retirement Planning CounselorSM CRPC®
  • Certified Divorce Financial Analyst® CDFA™
  • Accredited Domestic Partnership AdvisorSM  ADPA®
  • Accredited Asset Management SpecialistSM  AAMS®
  • Accredited Wealth Management Advisor SM  AWMA®
CRPC®- Chartered Retirement Planning CounselorSM

What is it?

CRPC® is a professional designation awarded by the College for Financial Planning to individuals who complete a graduate-level study program and examination for retirement planning. Once awarded, CRPC® professionals must complete 16 hours of continuing education every two years. 

Why is it important?

Financial Advisors face an increasingly complex onslaught of retirement planning questions as aging baby boomers look for investments to meet their lifestyle needs in 10 to 20 years as well as determining when they can actually retire

A Financial Advisor with the CRPC® designation is qualified to help in the retirement planning process and has learned to create a “roadmap to retirement” for clients. Additionally, designees are required to participate in continuing education and adhere to ethical standards set forth by the College for Financial Planning. 

CDFATM Certified Divorce Financial Analyst®

What is it?

The Certified Divorce Financial Analyst® or CDFATM is specialized training in the field of pre-divorce planning.

Why is it important?

The focus of the CDFATM is on the short and long-term financial impact of divorce settlements, including financial issues related to the divorce, such as dividing of marital assets, tax consequences, dividing pension and retirement assets and future financial goals.

*The use of the Certified Divorce Financial Analyst®  CDFATM designation does not permit Wells Fargo Advisors Financial Network or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.

ADPA® or Accredited Domestic Partnership AdvisorSM

What is it?

The Accredited Domestic Partnership AdvisorSM or ADPA®)professional education program is the first and only financial education program specifically focused on the unique needs of domestic partners (LGBT) individuals and heterosexual couples who have chosen not to marry.

Why is it important?

Specifically covered are factors and situations that cause planning for domestic partners to be different from planning for legally married spouses. These include wealth transfer, taxation, retirement planning, estate planning, as well as alternative planning solutions for these situations.

AAMS® or Accredited Asset Management SpecialistSM

What is it?

The Accredited Asset Management SpecialistSM or AAMS® is a course of study encompassing investments, insurance, tax, retirement and estate planning issues

Why is it important?

The AAMS® is designed for financial advisors who take a long-term approach with their clients.

The main emphasis of this designation is asset management, allocation and selection; investment performance and strategies; and taxation of investment products. 

*Asset allocation cannot eliminate the risk of fluctuating prices and uncertain return.

 AWMA(r) Accredited Wealth Management AdvisorSM

What is it?

The AWMA® study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives and asset protection alternatives.

Why is it important?

The AWMA® individual must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.  All designees have agreed to adhere to Standards of Professional Conduct and comply with self-disclosure requirements.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN).  Crisci Private Wealth Management is a separate entity from WFAFN.

Crisci Private Wealth Management and Wells Fargo Advisors Financial Network do not render tax or legal advice.

 

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FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals