Savant Advisor Earns Chartered Retirement Plans SpecialistSM Designation
Savant
Capital Management, a nationally recognized fee-only wealth management firm, is
pleased to announce that financial advisor Daryl Dagit recently earned the
Chartered Retirement Plans SpecialistSM (CRPS®)
designation.
The
CRPS® program is available to professionals who specialize in creating, implementing and
maintaining retirement plans for businesses. The program covers design, installation, administration and maintenance of
retirement plans. Additionally, to receive the CRPS® designation
individuals must pass an end-of-course examination that tests their ability to
synthesize complex concepts and apply theoretical concepts to real-life
situations.
Dagit works out of Savant’s Peoria office and is on the
Savant Advisory Team. As a financial advisor, he is responsible for managing
all aspects of the financial planning and investment processes for Savant
clients. He routinely meets with clients, advisors, portfolio managers, and
planners to determine and coordinate effective planning, investment, and tax
strategies. Dagit earned a Bachelor of Science degree in finance from Illinois
State University and, in addition to his CRPS® designation, is a
Certified Financial Planner
™ (CFP®). He joined Team Savant in 2010.
About Savant Capital
Management
Savant Capital Management offers
investment management, financial planning, and family office services to
financially established individuals, trust funds, retirement plans and
non-profit organizations.
For more information on Savant
Capital Management, log on to www.savantcapital.com.
Savant Capital Management is a
Registered Investment Advisor. Savant’s marketing material should
not be construed by any existing or prospective client as a guarantee that they
will experience a certain level of results if they engage the Advisor’s
services and includes lists or rankings published by magazines and other sources
which are generally based exclusively on information prepared and submitted by
the recognized Advisor. The Advisor does not attempt to furnish
personalized investment advice or services through this publication. Past
performance is no guarantee of future results.
Comments
Post a Comment