AFM News & Notes – Third Quarter 2020

AFM RECOGNITION

We are proud to share that AFM has been ranked 8th on Washington Business Journal‘s list of largest Wealth Mangement Firms in the D.C. metro area!

JOHN WITTELSBERGER IS MARRIED!

AFM is thrilled for our Associate Financial Advisor John Wittelsberger, who married April in a beautiful, intimate cermony with a view of the Capitol! We wish them both the best as they begin this exciting new chapter in their lives.

PLEASE JOIN US IN CONGRATULATING JOSH KAPLAN ON PASSING THE CFP® EXAM!

Congratulations to Josh Kaplan for successfully passing the CFP® exam! The pass rate is usually between 50% & 60% so it’s quite an accomplishment!

Related