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Allegiant Private Advisors is pleased to announce that Paraplanner Kristina (KJ) Vorndran, CFP®, CRPC®, has earned the Chartered Retirement Planning Counselor® designation.
The CRPC® program focuses on the entirety of the retirement planning process, encompassing pre-and post-retirement needs from sources of retirement income including personal savings and employer-sponsored retirement plans to income taxes, retirement cash flow, Medicare, asset management and estate planning. Individuals who hold the CRPC® designation must complete a course of study, pass an examination and adhere to standards of professional conduct.
“KJ’s drive and commitment to professional development is founded in her desire to always provide our clients with the best roadmap to obtaining multiple financial objectives,” said Allegiant Private Advisors President Benjamin W. Jones, CFP®, AIF®. “Her most recent achievement earning the designation as a Chartered Retirement Planning Counselor® adds another layer of credence to the Allegiant team as we remain committed to recruiting and supporting the best and brightest professionals serving every aspect of our client families’ priorities.”
The Allegiant Private Advisors team is comprised of professionals with a combined total of over 100 years of industry experience. The team includes three Chartered Financial Analyst Charterholders, five Accredited Investment Fiduciary® Designees, and one hundred percent of Allegiant advisors, both on the Wealth Management and Investment Teams, have earned the CERTIFIED FINANCIAL PLANNER™ certification: Chairman Martin J. Kossoff, CFP®, AIF®, President & Chief Investment Officer Benjamin W. Jones, CFP®, AIF®, Chief Operating Officer Paul B. Cantor, CFA, CFP®, AIF®, Wealth Advisor Director Carl A. Watkins, CFP®, CDFA™, AIF®, Portfolio Manager Luke Nicholas, CFP®, CFA, Wealth Advisor Melissa Walsh, CFP®, CFA and Paraplanner Kristina (KJ) Vorndran, CFP®, CRPC®. These designations are the hallmarks of advisors committed to putting client needs first.
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Sarasota, Florida 34236
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