![Thomas C. Grzymala](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profil
Mr. Grzymala found the wealth management unit of AFA and has many years of financial planning and investment litigation support experience.
Mr. Grzymala is a graduate of the National Endowment for Financial Education, Denver, Colorado where he completed the Certified Financial Planner professional education program.
He is licensed by the Certified Financial Planner Board of Standards to use the professional designations Certified Financial Planner and CFP .
He is an AIFA, accredited to conduct Investment Fiduciary Audits following completion of coursework at the Center for Fiduciary Studies at the University of Pittsburgh Katz Graduate School of Business.
He is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planners’ Association (FPA), and the American Bar Association (ABA) .
In 1996 Mr. Grzymala was elected to NAPFA's National Board of Directors where he served as the Vice President of Public Awareness.
He currently serves on NAPFA's Ethics Committee.
Ehemalige bekannte Positionen von Thomas C. Grzymala
Unternehmen | Position | Ende |
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Botree Westmount Partners LLC
![]() Botree Westmount Partners LLC Investment ManagersFinance Founded in 1987 by Thomas Grzymala, Alexandria Financial Associates is a registered investment advisory and wealth management firm located in Alexandria, Virginia | Präsident | 31.05.2009 |
Erfahrungen
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Private Unternehmen | 1 |
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Botree Westmount Partners LLC
![]() Botree Westmount Partners LLC Investment ManagersFinance Founded in 1987 by Thomas Grzymala, Alexandria Financial Associates is a registered investment advisory and wealth management firm located in Alexandria, Virginia | Finance |