Profil
Mr. Grzymala found the wealth management unit of AFA and has many years of financial planning and investment litigation support experience.
Mr. Grzymala is a graduate of the National Endowment for Financial Education, Denver, Colorado where he completed the Certified Financial Planner professional education program.
He is licensed by the Certified Financial Planner Board of Standards to use the professional designations Certified Financial Planner and CFP .
He is an AIFA, accredited to conduct Investment Fiduciary Audits following completion of coursework at the Center for Fiduciary Studies at the University of Pittsburgh Katz Graduate School of Business.
He is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planners’ Association (FPA), and the American Bar Association (ABA) .
In 1996 Mr. Grzymala was elected to NAPFA's National Board of Directors where he served as the Vice President of Public Awareness.
He currently serves on NAPFA's Ethics Committee.
Anciens postes connus de Thomas C. Grzymala
| Sociétés | Poste | Fin |
|---|---|---|
Botree Westmount Partners LLC
 Botree Westmount Partners LLC Investment ManagersFinance Founded in 1987 by Thomas Grzymala, Alexandria Financial Associates is a registered investment advisory and wealth management firm located in Alexandria, Virginia | President | 31/05/2009 |
Expériences
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Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Botree Westmount Partners LLC
Botree Westmount Partners LLC Investment ManagersFinance Founded in 1987 by Thomas Grzymala, Alexandria Financial Associates is a registered investment advisory and wealth management firm located in Alexandria, Virginia | Finance |
