Recently, our team at Key Financial hosted our first ever “CEO for the Day”, where a local 12 year old was given the opportunity to shadow our President & CEO, Patti Brennan. The idea first came to Brennan after meeting Wyatt through a special program hosted by the West Chester YMCA called Believe and Achieve. As word spread about CEO for the Day, Investment News took the opportunity to feature our story on the first episode of the series “The Secret Life of a Financial Advisor”.
CEO For The Day
Chief Planning Officer Eric Fuhrman Achieves Certificate in Investment Performance Measurement™
A huge congratulations to our Chief Planning Officer Eric Fuhrman on his new designation! With a young son at home and one on the way, Eric worked over the past year to achieve the Certificate in Investment Performance Measurement™ (CIPM®) designation awarded by the CFA Institute.
The CIPM exam covers ethical performance and risk based evaluation approaches to return measurement, attribution, appraisal, and investment manager selection. The curriculum is based on an advanced body of knowledge that is continuously reviewed and updated by more than 1,000 active investment practitioners around the world to ensure that it reflects the most relevant trends and the core competencies most needed by toda’s top investment employers. After a year of studying, Eric is excited to integrate this knowledge into our service platform. We are so glad to have Eric on our team, and admire his drive to never stop learning!
CIPM is a registered trademark owned by CFA Institute.
Forbes Announces Patti Brennan as One of America’s Top 100 Wealth Advisors
Patricia C. Brennan, CFP®, CFS and President and CEO of Key Financial, Inc. has been named one of America’s Top Wealth Advisors by Forbes magazine. The nationwide survey was conducted from a field of 300,000 Advisors that were whittled down to 11,000 nominations.
“I am honored to be named by Forbes as one of the Top 100 Wealth Advisors, among only 5 women in the United States”, said Brennan. This is the first time Forbes has created this National review of Advisors and it was two years in the making. Brennan has also been recognized by Barron’s for the past ten years as one of the Top 100 Women Financial Advisors in America and also one of the Top 1200 Financial Advisors in America. Once again, Financial Times ranked Brennan as a Top 400 Advisor as well.
On a local level, Brennan proudly serves on the Board for the YMCA of Greater Brandywine and Cuddle My Kids. She has formerly served on the Boards of the Chester County Economic Development Council, SEEDCO and Penn Medicine Chester County Hospital. As the President and CEO of Key Financial for more than 28 years, Brennan provides comprehensive wealth management with integrated strategies that are unique to each client. Known for her ability to see the impact of the “little details” on the big picture, Brennan is known for communicating complex financial concepts in simple, understandable and meaningful terms.
Brennan is quick to credit her “deep bench” in providing client satisfaction that exceeds expectation. “I have a brilliant and dedicated team, and recognize that financial planning needs change in various seasons of life. As the family’s trusted advisor, we serve those who want to improve their net worth.”
Key Financial, Inc. provides comprehensive financial planning and wealth management services and is located at 1045 Andrew Drive Suite A West Chester, PA. For information about the firm’s planning services or to speak with Patti Brennan, call (610)429-9050 or visit www.keyfinancialinc.com.
Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Insurance services offered through Patricia Brennan are independent of Royal Alliance Associates, Inc. Advisory services offered through Key Financial, Inc., a registered investment advisor not affiliated with Royal Alliance Associates, Inc.
*The Forbes ranking of America’s Top Wealth Advisors, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. There is no fee in exchange for rankings.
The Financial Times Top 400 Financial Advisors is an independent listing produced by the Financial Times (March, 2016). The FT 400 is based on data gathered from firms and verified by broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility as identified by the FT. Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 400.
The “Barron’s Winner’s Circle Top 1200” is a select group of individuals who are screened on a number of different criteria. Among the factors that advisors are assessed include their assets under management, revenues, the quality of service provided to clients, and their adherence to high standards of industry regulatory compliance. Portfolio performance is not a factor. Please see www.barrons.com for more information.
The “Barron’s Winner’s Circle Top 100” is a select group of individuals who are screened on a number of different criteria. Among factors the survey takes into consideration are the overall size and success of practices, the quality of service provided to clients, adherence to high standards of industry regulatory compliance, and leadership in “best practices” of wealth management. Portfolio performance is not a factor. Please see www.barrons.com for more information.
Hoodlums to Hackers: How Criminals Get Your Information and What You Can Do To Stop Them
Sound interesting? Then save the date!
The next meeting in our very popular series of corporate events will be an informative presentation on Wednesday, September 28th at the Desmond Hotel featuring former FBI Agent and nationally renowned cyber security expert, Jeff Lanza. Jeff will present on the very timely issue of identity theft prevention, cyber security and fraud. Click here for a sneak peek of Jeff’s presentation! Registration opens at 6:30 pm and the presentation begins at 7:00 pm.
Seating is limited, so please call to reserve your seat at (610) 429-9050 or email Bernadette@keyfinancialinc.com. We are looking forward to seeing you all!