Sunday · June 7th · 1-3PM | Scenic Cape Water Taxi Cruise
CAPE WATER TOURS · 217 ANGLERS RD · LEWES
We're excited to invite you to a scenic afternoon watching dolphins on the water aboard the Cape Water Taxi in beautiful Lewes, DE.
Join us as we cruise along the coastline, take in the views and enjoy great company. We'll have a curated selection of food, refreshing drinks and music.
Space is Limited · RSVP required by June 4th
Welcome Andrew Pontorno, FPQP™ - Client Service Associate
Please join us in welcoming our newest employee, Andrew Pontorno, FPQP™ - Client Service Associate.
Andrew will be your primary point of contact at the office to ensure the ideal client experience. He is excited to be part of the Element Wealth Planning team and to continue his journey in the financial industry. Andrew earned his FPQP™ designation and successfully passed the Securities Industry Essentials (SIE) exam. He is currently pursuing his degree in Accounting. Born and raised in Maryland, he values time spent with family and recently became interested in coin collecting.
Glenn Sweeten, CFP® has earned his Certified Plan Fiduciary Advisor (CPFA®) designation
We're pleased to announce that Glenn Sweeten has successfully passed the examination to receive the Certified Plan Fiduciary Advisor (CPFA®) designation from the National Association of Plan Advisors (NAPA).
The Certified Plan Fiduciary Advisor (CPFA®) credential - developed by some of the nation's leading advisors and retirement plan experts - demonstrates knowledge, expertise, and commitment to working with retirement plans.
This designation is among the most recognized in the industry and focuses on building a sound fiduciary process.
Please join us in congratulating Glenn Sweeten, CFP®, CPFA® on this accomplishment.
Element Wealth Planning Wins Emerging Small Business of the Year Award
We're thrilled to announce that Element Wealth Planning has been named Emerging Small Business of the Year!
This incredible recognition is a testament to the hard work and dedication of our amazing team. We are deeply grateful for this honor.
A big thank you to our clients, family, friends, and local community who support our vision and goals.
Erin Winner earns FPQP™ designation
Please join us in congratulating Erin Winner as she became a Financial Paraplanner Qualified Professional™.
FPQP™ designees studied and passed an exam about the financial planning process. The program covers the main facets in personal financial planning with a focus on practical application, such as estate, tax, retirement, insurance and investments.
The FPQP™ designation provides Erin with knowledge and expertise to clients as part of an effective financial planning team.