John Angelo Flavin, ChFC®, CFP®, CLU®, CCIM®, a Principal and investment advisor with Seattle-based Synergy Financial Management, LLC, has earned the Accredited Investment Fiduciary® (AIF®) designation.
Flavin earned the AIF® designation after completing substantial pre-requisites and a rigorous course of study focused on fiduciary responsibility. Part of earning the AIF® designation requires that Flavin agree to follow the AIF® code of ethics which includes statements regarding honesty, integrity, conflict of interest and disclosure requirements.
The AIF® course of study and subsequent designation help investment managers like Flavin to have a thorough understanding and knowledge of fiduciary practices, including being up-to-date on relevant legislation and best practices. This, as well as Flavin’s other designations, education and training, indicate that he is a well-trained, highly-educated financial advisor devoted to serving his clients’ best interests with the highest professional standards.
Flavin joined Synergy Financial Management, LLC in 2000. He is a Principal and investment advisor for the firm. He received his bachelor’s degree from Boston College and completed a postgraduate program in Baltimore, Maryland before moving to Seattle. Flavin has previously earned the Chartered Financial Consultant® (ChFC®), Certified Financial Planner® (CFP®), Chartered Life Underwriter® (CLU®) and Certified Commercial Investment Member (CCIM ®) designations.
“As a boutique wealth management firm in Seattle, we pride ourselves on being industry thought leaders. Johnny has proven to be a great asset, and his commitment to continuing his education is impressive,” said Joe Maas, president and CEO of Synergy Financial Management, LLC. “He is not only an experienced, well-educated investment manager, but he is also dedicated to helping our clients reach their financial goals and providing them with superb customer service. We’re proud to have him as a team leader.”
For more information about Flavin or the Seattle firm’s financial planning, wealth management, business valuation, consulting or M&A services, please contact Synergy Financial Management, LLC at 206-386-5455 or visit the firm online at http://SynergeticFinance.com, https://sfmadvisors.com or http://synergy401k.com.
About Synergy Financial Management, LLC
Based in Seattle, Synergy Financial Management, LLC is an integrated financial services firm specializing in Financial Management, Business Valuation and Consulting, and Mergers and Acquisitions including commercial real estate investments. Founded by Registered Investment Advisor Joseph Maas, CFA, AVA, CM&AA, CFP®, ChFC, CLU®, MSFS, CCIM, CWPP, Synergy Financial Management, LLC works with individuals and mid-sized and large businesses to manage their financial portfolios, streamline operations, plan for future growth and potential sale, mergers and acquisitions and more. In addition to offering its services directly to businesses, the financial experts at Synergy Financial Management, LLC educate the business community through classes, workshops and speaking engagements.
For more information, please contact:
Joseph Maas, CFA, AVA, CM&AA, CFP®, ChFC, CLU®, MSFS, CCIM, CWPP
Synergy Financial Management, LLC
701 5th Ave., Ste. 3520, Seattle, WA 98104