Jonathan K. DeYoe Earns Accredited Investment Fiduciary Designation From FI360

Share |

Berkeley, CA. 8/15/11 – Jonathan K. DeYoe of DeYoe Wealth Management, providing financial planning and investment advisory services in Berkeley and Oakland, CA, has been awarded the Accredited Investment Fiduciary® (AIF®) designation from Fiduci

Berkeley, CA (I-Newswire) August 19, 2011 - Jonathan K. DeYoe of DeYoe Wealth Management, providing financial planning and investment advisory services in Berkeley and Oakland, CA, has been awarded the Accredited Investment Fiduciary® (AIF®) designation from Fiduciary360 (fi360), an organization offering training, tools and resources to promote a culture of fiduciary responsibility and improve the decision making processes of fiduciaries. The AIF designation signifies knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of independent study, a two-day course and examination.

DeYoe, a resident of Berkeley, CA is an LPL Financial Planner for DeYoe Wealth Management in Berkeley. DeYoe and his team specialize in empowering people towards their financial success. Through comprehensive Financial Planning people can see how their choices contribute to their financial successes and failures and recognizing the choices that lead to success is the first step on the journey.

Fi360, based near Pittsburgh, Pa., is the first full-time training and research facility for fiduciaries, and conducts training programs at universities throughout the United States and abroad. In addition to the AIF, fi360 also offers the Accredited Investment Fiduciary Analyst™ designation, making those who earn the designation the only recognized professionals trained to perform fiduciary assessments, which measure how well investment professionals are fulfilling the fiduciary duties required of them by the applicable investment legislation, case law, and regulatory opinion letters.

About DeYoe Wealth Management
The DeYoe Wealth Management mission is to inspire our clients to pursue their passions and make meaningful financial decisions that are rooted in their values. We are trusted for our knowledge, integrity, discipline and commitment to service. Pursuing and attaining the AIF designation is evidence of this vision.

About fi360
Fi360 offers training, tools and resources to promote a culture of fiduciary responsibility and improve the decision making processes of investment fiduciaries – individuals who manage money for others. It licenses the Prudent Practices for Investment Fiduciaries from the Foundation for Fiduciary Studies. Fi360 provides investment education and training programs and awards the Accredited Investment Fiduciary® (AIF®) and Accredited Investment Fiduciary Analyst™ (AIFA®) professional designations through the Center for Fiduciary Studies. It develops sophisticated Web-based tools and reporting, including the innovative Fiduciary Score™ and the Family Fund Fiduciary Rankings™ for trustees and investment professionals through Fiduciary Analytics. For more information on future events, training programs and fiduciary products, visit www.fi360.com.


Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor and member FINRA / SIPC.
###





About DeYoe Wealth Management:
The core of our business is helping individuals, couples, independent women, and families pursue their passions and make meaningful financial decisions that are true to their values. We offer a comprehensive range of services that can be tailored to your unique financial needs. Our sophisticated capablities include: Wealth Planning, Tax Planning, Trust Services, Legacy Planning, Investing, & Risk Management.

Company Contact Information
DeYoe Wealth Management
Jonathan DeYoe
1400 Shattuck Ave. Ste. 1
94709
Phone : 510-848-0012




Business > Investment

investing   Financial planning   social responsibility   Fiduciary Responsibility  

August 19, 2011

Content Disclaimer: If you have questions regarding information in this press release contact the company listed above. I-Newswire.com is a press release service company and not the author of this press release.The information that is on or available through this site is for informational purposes only and speaks only as of the particular date or dates of that information. As some companies and PR Agencies submit their press releases once per week,month or quarter,make sure to check the official company website for accurate release dates as our site displays the date only.We do not guarantee the accuracy or completeness of information on or available through this site, and we are not responsible for inaccuracies or omissions in that information or for actions taken in reliance on that information.


Related Releases

Digital Media Stores Partners With Royal Mail Service, Assures 24 Hours Delivery Of Within Uk
Orders placed between Monday to Thursday at DigitalMediaStore.co.uk gets delivered within the following working day. Digital Media Store, a leading supplier of digital camera batteries and other accessories.

Irelays Expands Globally, Adds User-Friendly Features For Their Ecommerce Resellers
Irelays, the global gift delivery service providers for resellers are successfully going through their expansion plans laid forth a year back.

The External Door Company Announces The New Range Of Super-Strong And Stylish Composite Doors
Composite doors are great option for front door of a home, as they are very strong and feature great looks, and External Door Company puts forward a combination of all these features.

GO Markets Achieves Record Gains with Launch of CFDs & Pro Trading Accounts
Global online Forex provider GO Markets has announced record gains this month following the successful launch of a series of new products and value-added enhancements for the company's extensive client base to enjoy.

Special Introductory Offer on Alltel's Local Connect “Virtual” Numbers
Local Connect numbers are ideal for businesses wanting to promote a local presence. Any business that signs up for Alltel’s new Local Connect service before May 31 will receive the FIRST 2 MONTHS FREE on any 12 month contract.


© Copyright 2012 I-Newswire.com - press release distribution service. All rights reserved