Precision Financial Services Announcement
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.