Videnka is now one of the fewer than 1% of financial advisors in the US that hold both the CFA (Chartered Financial Analyst) and CFP designations.
Read the story at Tampa Bay Newswire HERE
SARASOTA, FL – Timothy J. Videnka, Chief Investment Officer and Principal of Forza Wealth Management, 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. Videnka is now one of the fewer than 1% of financial advisors in the U.S. that hold both the CFA (Chartered Financial Analyst) and CFP designations.
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.
“This accomplishment is significant not only for our existing clients but also those who may consider working with us in the future,” said Mike DeMassa, CFA, CFP, founder and Principal of Forza Wealth Management. “The financial planning process is a personalized, long-term endeavor where advisors are required to have an astute understanding of increasingly complex planning and investment environment. Possessing the CFA and CFP designations highlights a combination of skills that sets Forza apart from other providers.”
Videnka, 42, has been a professional in the financial services industry for 20 years and works with clients throughout Sarasota and across the U.S. Prior to joining Forza in 2016 as Principal and CIO, Videnka led the investment department at Caldwell Trust in Venice, Fla. and was a portfolio manager at Northern Trust in Sarasota.
For more about Forza Wealth Management, go to forzawealth.com or call 941-203-3748.
About Forza Wealth Management
Forza, founded in 2015 and located in the enclave of Snug Harbor Village, is an independent, fee-only adviser, focusing on clients over $1 million in investable assets. Forza works together with the client’s attorney, CPA and other professionals for an integrated wealth management approach. Call 941-203-3748 or visit www.forzawealth.com.