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Naples, FL (September 7, 2021) – Jesus Delgado has earned his CERTIFIED FINANCIAL PLANNER™ certification. In light of Delgado’s completion of the program, Ciccarelli Advisory Services now has 11 CFP® professionals serving the firm’s clients. Kim Ciccarelli Kantor, President, is proud to acknowledge the achievements of Jesus Delgado in simultaneously earning his Bachelor’s Degree and CFP certification within the last two years. Jesus shared, “After years working in the banking industry, I realized my capabilities were limited for helping families and financial planning was exactly what I was looking for. I found a home at CAS. They took me in and taught me what true financial planning is. Building long term relationships with clients, assisting with every part of their financial lives. Seeing our client’s relief of having someone behind them and their gratitude for the work we have done for their family is a truly amazing feeling. As a CFP, the hard work continues but with a few extra tools to help do what I love. “ Investment advisory and insurance services offered through Ciccarelli Advisory Services Inc., a registered investment adviser independent of FSC Securities Corporation. Additional securities and investment advisory services offered through FSC Securities Corporation, Member FINRA/SIPC and a registered investment adviser. ###
Naples, FL (September 7, 2021) – Jesus Delgado has earned his CERTIFIED FINANCIAL PLANNER™ certification. In light of Delgado’s completion of the program, Ciccarelli Advisory Services now has 11 CFP® professionals serving the firm’s clients.
Kim Ciccarelli Kantor, President, is proud to acknowledge the achievements of Jesus Delgado in simultaneously earning his Bachelor’s Degree and CFP certification within the last two years.
Jesus shared, “After years working in the banking industry, I realized my capabilities were limited for helping families and financial planning was exactly what I was looking for. I found a home at CAS. They took me in and taught me what true financial planning is. Building long term relationships with clients, assisting with every part of their financial lives. Seeing our client’s relief of having someone behind them and their gratitude for the work we have done for their family is a truly amazing feeling. As a CFP, the hard work continues but with a few extra tools to help do what I love. “
Investment advisory and insurance services offered through Ciccarelli Advisory Services Inc., a registered investment adviser independent of FSC Securities Corporation. Additional securities and investment advisory services offered through FSC Securities Corporation, Member FINRA/SIPC and a registered investment adviser.
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