FOR IMMEDIATE RELEASE
Contact:
AJ Stuver, CFP®, MBA
(585) 626-1258
aj@focalpointwealth.com
FOCALPOINT WEALTH MANAGEMENT FINANCIAL ADVISOR AJ STUVER DESIGNATED AS A CERTIFIED FINANCIAL PLANNER™
WEBSTER, New York — January 15, 2025 – AJ Stuver, an independent financial advisor at FocalPoint Wealth Management in Webster, New York, has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. The award honors financial professionals who have met standards for experience, knowledge and ethical conduct in financial planning.
The distinction is awarded by the Certified Financial Planner Board of Standards Inc. (CFP® Board). Financial professionals must complete the CFP Board-Registered Education Program and pass the CFP Certification Examination, which assesses the ability to apply financial planning knowledge to client situations. Certificate holders must also have at least three years of full-time, qualifying financial planning work experience.
“I uphold a strong commitment to my clients and to providing individualized guidance that is trustworthy and meaningful,” said Mr. Stuver. “Earning this certification further demonstrates that commitment, affirming my ability to provide practiced, definitive and detailed strategies that help clients fulfill their financial goals.”
Mr. Stuver also holds an MBA in Financial Services and has a background in athletics. “My goal is to instill a level of financial literacy and consciousness in my clients. These empower them to enjoy today knowing they are prepared for tomorrow, regardless of where they are in their financial life cycle. With proper preparation and a clear understanding, we can work together to avoid some of the obstacles and stress that come throughout life’s journey.”
Stuver is a financial professional affiliated with LPL Financial, a firm whose mission is to take care of advisors, so advisors can take care of their clients. LPL is committed to offering best-in-class support by continuing to evolve the products and innovative solutions they provide.
###
About FocalPoint Wealth Management
FocalPoint Wealth Management is a private wealth management firm headquartered in Phoenix, Arizona; and has advisor offices in Chico, California; Webster, New York (Rochester); San Antonio, Texas; and Naples, Florida.
FocalPoint was founded in 2016 by Certified Financial Planner™ practitioners with a clear mission in mind: to build valued client relationships with trust, transparency, and personalized independent advice at the core of everything we do.
Our firm brings together a team of high-level advisors with over 150 years of combined experience and multiple industry certifications. As fiduciaries, we are committed to acting in your best interests, working collaboratively to provide tailored solutions that prioritize your financial well-being. Since we are not limited by proprietary financial products, you can feel confident that our collective expertise is focused on helping you achieve your financial goals.
We are licensed and work with clients across the United States, providing comprehensive wealth management services no matter where you are located.
Learn more by visiting us at http://www.FocalPointWealth.com.
About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL (www.lpl.com) is a leader in the markets we serve, serving nearly 22,000 financial advisors, including advisors at approximately 1,100 enterprises and at approximately 550 registered investment advisor (RIA) firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
Securities and Advisory services offered through LPL Financial LLC ("LPL Financial"), a registered investment advisor. Member FINRA/SIPC. LPL Financial and its affiliated companies provide financial services only from the United States.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.
We routinely disclose information that may be important to shareholders in the "Investor Relations" or "Press Releases" section of our website.
For more information:
Mark Fulton
VP of Operations
(480) 771-PLAN (7526) x103
mark@focalpointwealth.com