Harry Pappas, Jr., CFP® CES™ CDFA®
Earns Master’s Degree in Personal Financial Planning

Ponte Vedra, Florida, July 29, 2016

Wells Fargo Advisors is pleased to announce that Harry Pappas, Jr. has earned the coveted Master of Science in Personal Financial Planning from the College of Financial Planning.

http://www.pappaswealthmanagementgroup.com/files/60072/2015%20headshot%20crop%202.jpgHarry Pappas Jr. is a CERTIFIED FINANCIAL PLANNER™, Certified Estate & Trust Specialist, and a Certified Divorce Financial Analyst. The Master of Science Degree Program is the highest level of financial services education available from the College for Financial Planning. The program prepares graduates with real-world applications to advise their clients on a broad spectrum of financial needs. Course topics include advanced pension and estate planning, financial planning, executive compensation, business and personal tax planning, security analysis and portfolio management, and financial statement analysis. Candidates for the degree must complete 36 credits of study. The curriculum is based on a client-centered, problem-solving method using case studies to give students a hands-on approach.

 

 November 14, 2014

 

 

 

 

The Institute for Divorce Financial Analysts (IDFA) has recognized Harry Pappas Jr., CFP® as a Certified Divorce Financial Analyst (CDFA).  Harry completed an extensive four-module course, eight hours of exams and were one of the approximately 5,000 professionals in the U.S. and Canada to become a CDFA. Ongoing continuing education is required to maintain certification.

“If you’ve noticed more commercials for divorce lawyers airing on local TV channels recently, there’s good reason,” says Pappas.  According to a 2014Men’s Health Survey Jacksonville, Florida is the sixth worst city for marriage (highest divorce rate) in the United States. “Transitioning from married to unmarried is often a difficult and challenging process emotionally and financially. It is critical for people going through a divorce to understand the financial implications of decisions regarding property, child support, and spousal support," Pappas says.

As a CDFA™ Pappas works in close collaboration with clients, their attorneys, and CPAs to determine the short-term and long-term financial impact of a proposed divorce settlement. The CDFA™ designation is the only comprehensive divorce-planning designation listed by the CFP™ Board (The Board of Certified Financial Planners™) in its listing of professional certification programs. CDFA™ professionals are in high demand as more than two million North Americans will divorce this year, and 100% of those divorces involve financial settlements.

Next to your attorney, a Certified Divorce Financial Analyst is one of your most valuable resources negotiating your future after a divorce. Working with us can help you to take the next step by increasing your chances of reaching a settlement that adequately addresses your long-term financial future. In the past, the only professional advisors most people relied upon during their divorce proceedings were divorce attorneys who, while well-versed in issues like child custody, dividing marital assets, and spousal support, weren't trained to deal with the compound financial nuances of divorce.

The use of the CDFAT designation does not permit Wells Fargo Advisors or its FinancialAdvisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field. Wells Fargo Advisors and its affiliates do not provide legal or tax advice.Transactions requiring tax consideration should be reviewed carefully with your accountant or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

 

                                  2013  NABCAP Award

Interview Jacksonville Magazine

The Pappas Wealth Management Group were fortunate to be named as one of the elite advisory practices for 2013 by National Association of Board Certified Advisory Practices (NABCAP) for North Florida. We are featured in the August issue of Jacksonville 904 Magazine and thought you might want to see a reprint. The designation is awarded annually by the NABCAP, a nationally-registered 501(c) (3) nonprofit organization, established to serve the needs of the investing public by helping identify top wealth managers. The ranking and evaluation process is performed by an independent third party and is based on a proprietary system that comprises 20 categories of practice management, which include areas such as risk management, investment planning philosophy, credentials, team dynamics and fee/cost structure among other sectors. Each adviser’s compliance and certification records are also corroborated. We clearly recognize that without loyal clients, this award would not have been bestowed on us, which is why we strive to provide our clients with the service and investment advice that they want and deserve.                 

 

Pappas Wealth Management Group of Wells Fargo Advisors Wins NABCAP Premier Advisor Award

Ponte Vedra, Florida, July 27, 2013

Harry Pappas Jr. Recognized As Elite Advisory Practice by National Association of Board Certified Advisory Practices for North Florida. Pappas Wealth Management Group of Wells Fargo Advisors is proud to have been named one of North Florida's Top Premier Wealth Advisors by the National Association of Board Certified Advisory Practices (http://www.nabcap.org). They will be acknowledged in the August issue of Jacksonville's 904 Magazine. As a NABCAP Premier Advisor, Pappas Wealth Management Group of Wells Fargo Advisors is recognized as one of the most elite groups of advisory practices in the North Florida.

The designation is awarded annually by the NABCAP, a nationally-registered 501(c) (3) nonprofit organization, established to serve the needs of the investing public by helping identify top wealth managers. The ranking and evaluation process is performed by an independent third party and is based on a proprietary system that comprises 20 categories of practice management, which include areas such as risk management, investment planning philosophy, credentials, team dynamics and fee/cost structure among other areas. Each adviser’s compliance and certification records are also corroborated.*

"On behalf of the entire team, we are grateful to be identified by NABCAP as one of the best investment advisory practices in the Greater Jacksonville area. This acknowledgement is a true testament to our team's hard work and dedication on behalf of our valued clients. This award reinforces our mission that business, like life, is about relationships. These relationships are founded on trust and rooted in the belief that hard work and an adherence to high ethical standards should result in good things for both our clients and for us. This trust must never be compromised. Likewise, work can never cease, as we face the challenge of continually meeting the needs of our clients,” says Harry Pappas Jr., CFP®, and Managing Director-Investments.

The Pappas Wealth Management Group of Wells Fargo Advisors is a comprehensive, holistic, fee-based practice that offers a wide range of financial services that cover all areas of portfolio management. They have relationships with teams of CPAs, attorneys and business solution providers to bring the most innovative and integrated financial strategies to clients. Their office is located in Ponte Vedra, Florida, where they represent clients in 30 states. Additionally, Harry authors a bi-weekly column for the Ponte Vedra Recorder (www.pontevedrarecorder.com)

* Participants are objectively compared and evaluated numerically. A minimum score must be attained for a practice to be considered for the final list. Winners are listed in alphabetical order. There is no cost for advisors to participate. The rating is not representative of any one client's experience and is not indicative of past or future investment performance.

If you have any questions regarding information in these press releases please contact the company listed in the press release.

 

Institute of Business & Finance
         Annoounces a New CES™ Designee         
     Harry Pappas, Jr. 
        

        

Ponte Vedra Beach Florida, June 7, 2007

 

The Institute of Business & Finance (IBF) recently awarded Harry Pappas, Jr. with the estate planning designation, CES™ (Certified Estate and Trust Specialist™). This graduate-level designation is conferred upon candidates who complete a 135+ hour educational program focusing on trusts, wills, probate, retirement benefits, caring for children, and what should be done after the death of a loved one. According to the Institute of Business & Finance, over $50 trillion is expected to pass from one generation to another during the next half century. CES™ certification requires mastery of different types of trusts, ownership rules, disinheritance, probate, pay-on-death accounts, insurance, spousal restrictions, special needs, conservatorships, and managing assets. According to IBF, “There are a large number of estate planning books and courses offered. The CES™ program one of the only courses that cover all aspects of estate planning including what needs to be done after death.” The student must pass three comprehensive exams and a written case study as well as adhere to the IBF Code of Ethics and IBF Standards of Practice as well as fulfill annual continuing education requirements