Robin of Sherwood, National Association of Personal Financial Advisors Appointed (NAPF)
font-weight: bold;; overflow: hidden “> Robin Sherwood
New Canaan, Connecticut (openPR) October 9, 2010
HTG Investment Advisors Inc., an investment firm independent consultancy, is pleased to announce that Robin Sherwood, Principal and Chief compliance of the HTG, members of the National Association of Personal Financial Advisors (NAPF), the Nation was passed? premier organization for fee only financial planner.
NAPF membership is open only to one? onlya paid? a consultant? This means financial advisers paid directly by their customers. Fee Advisors receive no commissions or bonuses for recommending certain products. This distinction protects clients’ interests by ensuring that no monetary incentives to interfere with the advisor? S fiduciary responsibility. Pursuant to sign with the philosophy of fee-only that all members of NAPF Group? S? Trustee Oath? To commit to customersâ space? Interests first.
In addition, candidates are rigorously NAPF
through a peer review of a sample financial plan, screening and, if possible, the current training needs to commit.
? AI? m honored to be part of an organization to learn customer service, excellence in financial planning, and continues, â? has been committed? Robin Sherwood said. â? NAPFAâ? The mission reflects the philosophy of the customer and high standards in our business HTG.â p> ????
? The NAPF registered financial advisor designation means a success, â? NAPF said President William Baldwin. â? We recently exceeded 2,000 members, and we always, if we strengthen our ranks well trained, dedicated financial advisor. We welcome Robin to NAPFA.â?
? NAPFAâ? growth reflects the role of the increasingly important that can be qualified, objective, financial advisor fees in building financial security for individuals and families, â? to play? Gnus Tom Said, CEO and chief investment officer of HTG Investment Advisors. â? Weâ? re delighted that Robin has the NAPF registered financial advisor received the designation, and that their membership in an organization that promotes the principles of ethics and standards of education that we support our Industry.It? ?
About
Sherwood Robin
Robin Sherwood is a principal and chief compliance officer of HTG Investment Advisors, Inc., a financial advisory firm in New Canaan, Connecticut. In these roles, she developed and implemented financial plans on behalf of clients, mentoring junior consultants and participate in the overall management of the company.
Ms. Sherwood has
to experience over 20 years of financial planning and financial management. Prior to joining HTG in 2005, she worked 15 years as a financial consultant to Westbrook as financial advisor and CFO at SmithKline Beckman. A Certified Financial Planner ® and NAPF registered financial advisor, Ms. Sherwood has an MBA in finance from the Wharton School of Business at the University of Pennsylvania and a BA from Colby College.
About NAPF
since 1983, has provided the National Association of Personal Financial Advisors Financial Planner fee only to some of the strictest guidelines possible for professional competency, comprehensive financial planning and compensation costs only. With over 2200 members across the country, NAPF has become the leading professional association in the United States for the improvement of financial planning fees only. For more information on NAPF, please visit www.napfa.org.
About
HTG Investment Advisors, Inc.
HTG Investment Advisors is an independent investment firm dedicated to consulting the individual investor. Founded in 1993, HTG is a fee-based registered investment advisors and operates under the provisions of the Securities and Exchange Commission (SEC). HTGâ? S professional staff serves more than 100 families and manages more than 0 million fortune.
HTGâ? mission is to advise individuals and families achieve their financial goals by providing expert investment and support for administration by an array of financial planning. The company? The goal is to exceed our customers? Expectations for competence, service and trust. For more information on HTG Investment Advisors, please visit www.htginvestmentadvisors.com.
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