PFS News

Please join us in welcoming the newest member of the Precision Financial Services family!

Carolina gave birth to a healthy & adorable baby boy! Sebastian 6lbs 15oz, 20 3/4”

The Far Hills Race Meeting that is. 

It was a day filled with delicious food, great company and tons of fun!

This annual charity Steeplechase race has been held on the third Saturday of October for the last 104 years. 

Beneficiaries of this year’s race proceeds were Robert Wood Johnson University Hospital in Somerset, Crossroads4hope, Community in Crisis, Life Camp and Bonnie Brae.

A big round of applause for our very own Matthew LaFevre on receiving the New Leader Achievement Award from Norwich University. 

This is awarded to an alumnus or alumna who graduated within the past 15 years who exemplifies exceptional interest in and service to Norwich University, outstanding accomplishment in his or her civilian career, and a commitment to community service.

Matthew was presented with the award during the Homecoming festivities on campus.

We are thrilled to share some exciting updates about our team’s professional achievements! 

Please join us in congratulating Guillermo Aguilar on earning the Chartered Financial Analyst® (CFA®) designation. Guillermo joins David Vollmer, CFA, in holding this designation, marking a significant milestone in his professional journey. The CFA® charter is a globally recognized designation that attests to success in a rigorous and comprehensive study program in the investment management and research industry and a commitment to ethical conduct. CFA® charterholders are held to a high standard of loyalty, prudence, and care in all interactions with clients and must act for the benefit of clients and place clients’ interests above their own. They are bound to comply with any legally required fiduciary duty. We are proud to have Guillermo Aguilar as an additional CFA® charterholder on our team to further elevate the quality and breadth of our firm’s capabilities. 

Additionally, we are proud to announce that Socrates Leotsakos and Miguel Dajer have successfully obtained their CERTIFIED FINANCIAL PLANNER™ certification. They join Matthew LaFevre, CFP®, enriching our firm with their expanded expertise. The CFP® mark is a testament to their comprehensive understanding of financial planning and their dedication to working towards the unique needs of our clients. Their accomplishments serve to bolster our ability to offer thorough and personalized financial planning services. 

These accomplishments reflect not only the personal dedication of Guillermo, Socrates, and Miguel, but also our firm’s enduring commitment to fostering an environment where our professionals can grow and excel. Our team is continuously striving to meet the highest standards of service and expertise as your trusted advisors. 

Thank you to our valued clients for your continued trust and support as we further strengthen our abilities to better serve your needs. 

*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. 

*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™, in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. 

*Please Note: The achievement of any professional designation, certification, degree, or license, membership in any professional organization, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Precision Financial Services or PFS Partners, LLC is engaged, or continues to be engaged, to provide investment advisory services.

On October 14, 2023 Steven Hardardt II took to the links of Hammock Bay Golf & Country Club in Naples, FL. to help raise funds for the YMCA of Collier County, FL. Precision Financial was proud to be a Birdie sponsor of 3 holes at the event as well. The event raised approximately $39,000.

The 2^nd Annual Fins & Feathers PS Fundraiser was held at Hudson Farms Club in Andover, NJ from 5/7-5/8/2023.  Several Members of the PFS Team participated in the event. Guest speakers included William McCullough, Commandant of Norwich University & University President Colonel Mark Anarumo.  The event included fly fishing and sport clays shooting.  The event raised over $100,000 to support several causes including kick starting the Norwich Sophomore Expedition program. 

December 13, 2021 – Members of PFS supported the 35^th Annual Fundraiser for Morris County Sheriff’s Crimestoppers which was held at the Birchwood Manor in Whippany, NJ.