|By PR Newswire||
|July 5, 2013 11:05 AM EDT||
NAPLES, Fla., July 5, 2013 /PRNewswire-iReach/ -- Gary T. Crisci, a Managing Principal, PIM Portfolio Manager with Crisci Private Wealth Management, has completed training for the Accredited Asset Management Specialist designation. This program is offered through the College for Financial Planning, the country's oldest provider of financial planning education.
"Financial advisors who are awarded the Accredited Asset Management Specialist designation are not only prepared to identify opportunities in investments but also in such areas as insurance*, tax-efficient investing**, retirement and estate planning strategies**," said Gary, Managing Principal of Crisci Private Wealth Management.
Accredited Asset Management Specialists have in-depth knowledge of the investment-planning process and understand that as clients gain wealth, they likely have more complex financial needs.
To become an AAMS Gary T. Crisci successfully completed 120 hours of training focused on subjects such as asset allocation, retirement planning and risk management. Gary T. Crisci also agreed to abide by a comprehensive code of ethics.
Crisci lives in Naples, FL with his wife Lorrie and their 3 children. The office of Crisci Private Wealth Managment is located at 850 Park Shore Drive Suite 200, Naples, FL. 239-919-8901 www.crisciprivatewealth.com
About Wells Fargo Advisors Financial Network
For more than a decade, Wells Fargo Advisors Financial Network, the independent investment arm of Wells Fargo & Co, has simplified independence by partnering with successful financial advisors and fostering a mutual passion for doing what's right for clients. Wells Fargo Advisors Financial Network operates nationwide with more than 1100 owners and advisors, in more than 550 practices. www.wfaFINET.com
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Crisci Private Wealth Management is a separate entity from WFAFN. www.crisciprivatewealth.com
About Wells Fargo Advisors
With $1.3 trillion in client assets as of March 31, 2013, Wells Fargo Advisors provides investment advice and guidance to clients through 15,354 full-service financial advisors and 3,204 licensed bankers. This vast network of advisors, one of the nation's largest, serves investors through locations in all 50 states and the District of Columbia. Wells Fargo Advisors is the trade name used by two separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company: Wells Fargo Advisors, LLC and Wells Fargo Advisors Financial Network, LLC (members SIPC). Statistics include other broker-dealers of Wells Fargo & Company. www.wellsfargoadvisors.com
Investment products and services are offered through Wells Fargo Advisors, LLC.
About Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a nationwide, diversified, community-based financial services company with $1.4 trillion in assets. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 stores, 12,000 ATMs, and the Internet (wellsfargo.com), and has offices in more than 35 countries to support the bank's customers who conduct business in the global economy. With more than 270,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 26 on Fortune's 2012 rankings of America's largest corporations. Wells Fargo's vision is to satisfy all our customers' financial needs and help them succeed financially.
*Insurance products are offered through nonblank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. Wells Fargo Advisors Financial Network, LLC, is a separate non-bank affiliate of Wells Fargo & Company. Not available in all states. **Crisci Private Wealth Management and Wells Fargo Advisors Financial Network do not provide tax or legal advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Investments and Insurance Products: Not Insured by FDIC or any Federal Government Agency, May Lose Money, Not A Deposit of or Guaranteed by a Bank or Any Bank Affiliate.
Media Contact: Gary Crisci, Wells Fargo Advisors Financial Network, 239-919-8901, [email protected]
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SOURCE Wells Fargo Advisors Financial Network