Savant Capital Management, an independent, nationally-recognized, fee-only wealth management firm headquartered in Rockford, is pleased to recognize Diane Peters for earning the Financial Paraplanner Qualified Professional™ (FPQP™) designation and Eamon Verdone for earning the Chartered Alternative Investment Analyst (CAIA®) designation.
Senior Marketing Specialist Diane Peters earned the FPQP™ designation from the College for Financial Planning. The designation is an industry benchmark for entry-level financial planning credentials that provides individuals with practical financial knowledge that can be used to assist planners and advisors. The program covers every major facet of personal financial planning and includes an end-of-course examination to test individuals on their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
Senior Investment Research Analyst Eamon Verdone earned the CAIA® designation from the CAIA Association. The designation is the globally recognized credential for professionals managing, analyzing, distributing, or regulating alternative investments. To receive the designation, Verdone successfully completed two comprehensive examinations that put him among an elite group of more than 9,000 professionals worldwide.
About Savant Capital Management
Savant Capital Management is a leading independent, nationally-recognized, fee-only firm serving clients for 30 years with over $6 billion in assets under management. As a trusted advisor, Savant Capital Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.
Savant is regularly recognized among the top wealth managers in the United States. Savant was the recipient of the 2015 Best-in-Business IMPACT Award™, part of Schwab’s IMPACT Awards® program to recognize excellence in the business of independent financial advice. Savant has consistently received other industry recognitions including recently being featured on the Forbes’ top 200 financial advisors list, the Barron’s top 20 independent advisory firms list, being named the #9 rated RIA firm by Financial Planning magazine, and included in additional top advisors lists by Financial Advisor magazine and InvestmentNews.
Savant Capital Management is a Registered Investment Advisor. Savant’s marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage Savant’s services and may include lists or rankings published by magazines and other sources which are generally based exclusively on information prepared and submitted by the recognized advisor. Click here for more information about Savant or to view our Important Disclosures.
Savant Capital Management and its employees are independent of and are not employees or agents of Charles Schwab & Co., Inc. (“Schwab”). Schwab does not prepare, verify or endorse information distributed by Savant Capital Management. The Best-in-Business IMPACT Award™ is not an endorsement, testimonial endorsement, recommendation or referral to Savant Capital Management with respect to its investment advisory and other services.