Richards Earns CFP® Mark

COLCHESTER, VT, August 31, 2023 – Kylie Richards, a Financial Advisor with Professional Financial Associates, LLC (PFA), has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements.

The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

“We are thrilled for Kylie and her clients,” said Timothy Monty, PFA Managing Partner. “Our robust financial planning process requires advisors to have a superior understanding of investment, estate planning and risk management strategies, and Kylie has once again demonstrated excellence in the field.”

Richards has worked within the financial services industry since graduating from the University of Vermont in 2018. At UVM, she graduated with a bachelor’s degree in Business, a concentration in Finance, and minors in both Economics and Statistics. Prior to her work at PFA, Richards helped both individual and business clients with their banking, lending, and investing needs.

About PFA

PFA is a comprehensive financial planning and investment solutions firm, providing individual and business clients with a broad range of services and products specifically designed to help meet their financial needs. For more than a decade, PFA’s experienced advisors and staff have helped clients identify passions and priorities, craft robust financial plans and live their best lives.

About CFP Board

CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 70,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net.

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Monty Earns Accredited Investment Fiduciary® (AIF®) Designation

COLCHESTER, VT, January 11, 2023 – Timothy A. Monty, Managing Partner of Professional Financial Associates, LLC (PFA) has been awarded the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360. The AIF designation signifies specialized 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 a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Center’s Code of Ethics and Conduct Standards. On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIF designation.

“This designation just reaffirms my commitment to the highest fiduciary standards,” Monty said.

Monty is a Series 7, 63 and 65 registered representative, specializing in financial planning, wealth management and insurance planning. He now leads a comprehensive financial planning and investment solutions team, providing individual and business clients with a broad range of services and products specifically designed to help meet their financial needs. For more than a decade, PFA’s experienced advisors and staff have helped clients identify passions and priorities, craft robust financial plans and live their best lives.

Fi360 is accredited by the American National Standards Institute (ANSI) for the AIF® Designation.

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Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Professional Financial Associates, LLC is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 200 Clarendon Street, 19th & 25th Floors. Boston, MA 02116. 617-585-4500. CRN202601-3436490

Trabulsy Passes General Securities Representative Exam

COLCHESTER, VT, March 1, 2022 – Professional Financial Associates, LLC (PFA) in Colchester is pleased to announce that Abraham Trabulsy has successfully passed FINRA’s Series 7 General Securities Representative Exam.

Abraham Trabulsy

The Series 7 exam measures the degree to which each candidate possessed the knowledge needed to perform the critical functions of a general securities representative, including sales of corporate securities, municipal securities, investment company securities, variable annuities, direct participation programs, options and government securities. One must pass the Series 7, known to be the longest and most difficult of the securities exams, before taking any additional exams offered by FINRA.

Trabulsy is a graduate of the Grossman School of Business at the University of Vermont. Since joining the PFA team in mid-2020, he has supported both the financial planning and wealth management portion of the business. When not working, Trabulsy is a volunteer and a summer week staff member for Camp Ta-Kum-Ta, a local camp for pediatric cancer patients, where he was a camper in his youth.

PFA is a comprehensive financial planning and investment solutions firm, providing individual and business clients with a broad range of services and products specifically designed to help meet their financial needs. For more than a decade, PFA’s experienced advisors and staff have helped clients identify passions and priorities, craft robust financial plans and live their best lives.

CRN 202412-1758017