SARASOTA, FL – Kimberly Evener, Director of Client Services for Forza Wealth Management, was recently awarded the Certified Trust & Fiduciary Advisor (CTFA) professional certification from the American Bankers Association (ABA). ABA professional certifications promote the highest standards of performance in the financial services industry by validating individuals’ knowledge and expertise.
“Earning the CTFA certification validates Kimberly’s experience and depth of education when working with trusts and the fiduciary standard,” said Michael DeMassa, CFA, CFP®, Founder & Principal of Forza Wealth Management.
The CTFA certification is awarded to individuals who demonstrate excellence in the wealth management and trust industry. To qualify for the CTFA certification, individuals must achieve a certain level of experience and education in the trust profession, pass an exam, and agree to abide by a code of ethics. The CTFA exam covers many areas, including fiduciary and trust activities, financial planning, tax law and planning, investment management, and ethics. The CTFA certification also requires individuals to meet professional continuing education and development requirements.
“We congratulate Kimberly on achieving the CTFA designation,” said Timothy Videnka, CFA, CFP®, Chief Investment Officer & Principal. “This accomplishment not only demonstrates her expertise and dedication but also exemplifies our commitment to continuous learning and professional development for the benefit of our clients.”
Evener joined Forza Wealth Management in July 2022 as Director of Client Services; she is responsible for all aspects of client services, including strategic direction, coordination, and operations. Evener also holds the license of Investment Advisor Representative with the State of Florida (Series 65) and has been in the financial services industry for 19 years.
For more about Forza Wealth Management, visit forzawealth.com or call 941-203-3748.
About Forza Wealth Management
Forza, founded in 2015 and located in South Sarasota, is an independent, fee-only SEC Registered Investment Advisor (RIA), focusing on clients over $1 million in investable assets. The firm exists to provide independent, objective advice to clients, with a commitment to building long-term relationships while keeping clients first in the advisor-client relationship. Forza works together with the client’s attorney, CPA and other professionals for an integrated wealth management approach. Call 941-203-3748 or visit forzawealth.com.