Binghamton, Syracuse, New York – April 9, 2021 – Dan D’Andreano CFP® of S.E.E.D. Planning Group has been awarded the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360. The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under a proctor’s supervision and agreement to abide by the Center’s Code of Ethics and Conduct Standards. On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIF designation.
Dan, a resident of Baldwinsville, New York, is a Wealth Manager for S.E.E.D. Planning Group in Syracuse. As a Wealth Manager, Dan works with individuals and families, coordinating their financial plans, including their investments, estates, and taxes in line with their overall goals and values.
For more information about S.E.E.D. visit www.seedpg.com
S.E.E.D. Planning Group, L.L.C.
31 Lewis Street, Ste 401
Binghamton, NY 13901