SARASOTA, FL – Michael E. DeMassa is newly certified as an Accredited Estate Planner® (AEP®) by the National Association of Estate Planners & Councils (NAEPC). This achievement affirms DeMassa’s skills and expertise as well as his belief in the team concept of estate planning.
DeMassa is Founder and Principal of Forza Wealth Management. He graduated from the Massachusetts Institute of Technology, has over 20 years of experience as a CERTIFIED FINANCIAL PLANNER™ (CFP®) and holds the Chartered Financial Analyst (CFA) designation.
“Adding the AEP® designation exemplifies the collaborative approach at Forza when working with attorneys, accountants, and other professionals essential to implementing a client’s estate plan,” DeMassa stated.
The Accredited Estate Planner® (AEP®) designation is a graduate level, multi-disciplinary specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning. The AEP® designation is available to actively practicing attorneys, accountants, insurance professionals and financial planners, philanthropic advisors, and trust officers.
It is awarded by the NAEPC to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character. An AEP® designee must embrace the team concept of estate planning and adhere to the NAEPC Code of Ethics, as well as participate in an annual renewal and recertification process.
NAEPC is a national organization of professional estate planners and affiliated local estate planning councils dedicated to the cultivation of excellence in estate planning. NAEPC fosters the multi-disciplinary approach to estate planning by serving estate planning councils and their credentialed members and delivering exceptional resources and unsurpassed education.
Forza Wealth Management is an independent, fee-only SEC-Registered Investment Adviser based in Sarasota, Fla. For more information, visit forzawealth.com.