Tony Blasini of Caldwell Trust Company Earns the Certified Plan Fiduciary Advisory (CPFA) Designation
Business
SRQ DAILY MONDAY BUSINESS EDITION
MONDAY SEP 21, 2020 |
Tony Blasini, CPC, QPA, vice president of employee benefits at Caldwell Trust Company, has earned the Certified Plan Fiduciary Advisor (CPFA) designation. The CPFA was developed by some of the nation’s leading advisors and retirement plan experts, according to R. G. “Kelly” Caldwell Jr., CEO and president. Blasini, based in the company’s Venice headquarters, has been with Caldwell Trust Company since 2017. “Through his work in qualifying for the CPFA designation, Tony has further expanded the extensive knowledge and experience he has acquired over his 30 years in the employee benefits industry,” Kelly Caldwell said. “He continues to augment the capabilities of our retirement plan department, which manages 401(k) and 403(b) plans for employers.”
« View The Monday Sep 21, 2020 SRQ Daily Edition
« Back To SRQ Daily Archive
