NEW CANAAN, Conn., April 5, 2011 (GLOBE NEWSWIRE) -- HTG Investment Advisors is proud to announce that Jennifer Nicasio has successfully earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. Ms. Nicasio joined HTG in 2005 and quickly became an important part of the firm, assisting with long-term planning and overseeing the production of its highly-lauded client newsletter. HTG's clients have also benefited from the insight, savvy and experience Ms. Nicasio gained as a partner of a successful retail business and as the business manager of a family-owned inn in Vermont.
The CFP® mark is known throughout the financial services industry as an indicator of high-level training, education and integrity. To be eligible for certification, a candidate must complete CFP Board-Registered Programs and have at least three years of full-time relevant personal financial planning experience.
CFP® professionals have passed an exhaustive exam on specialized topics including risk management, insurance planning, investment planning, income tax planning, retirement planning, estate planning, and employee benefits planning. As set forth by the CFP Board, a CERTIFIED FINANCIAL PLANNER™ has satisfied professional standards and has agreed to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when advising clients. To uphold the high standards of the CFP Board, a CFP® is required to undergo certification renewal every two years.
HTG congratulates Ms. Nicasio and looks forward to her playing an increasingly pivotal role in advising its clients. She joins the ranks of Ms. Robin Sherwood and Ms. Barbara Ollinger, two other CFP® professionals on HTG's staff. Ms. Nicasio is Series 65 registered. Ms. Nicasio graduated from Middlebury College and is fluent in both French and Spanish. For additional information, please contact Ms. Nicasio at Jennifer@htgadvisors.com or 203.972.8262.
About HTG Investment Advisors:
HTG Investment Advisors is an independent investment advisory firm devoted to the individual investor. Founded in 1993, HTG is a fee-only, Registered Investment Advisor, and operates under the regulations of the Securities and Exchange Commission (SEC). HTG serves over 100 families and manages over $250 million in assets. HTG's mission is to help individuals and families achieve their financial goals by providing expert investment counsel and management supported by an array of financial planning services.
To learn more, please visit us at www.htginvestmentadvisors.com.