Lamia Financial Group Announces David Seery Receives Certified Financial Planner DesignationSubmitted by Lamia Financial Group, Inc. on June 29th, 2016
David Seery, a California State University, Channel Islands alumnus and client service specialist for Lamia Financial Group, Inc., has received the prestigious Certified Financial Planner (CFP®) designation. In earning the designation, David becomes the firm’s fourth CFP® professional.
“We are proud of David and congratulate him on this tremendous accomplishment,” said Christopher Lamia, CFP®, president and CEO of Lamia Financial Group. “We know how much time, hard work, and effort it takes to earn the CFP® designation, which is the standard of excellence in our industry. We look forward to continuing to support David in his burgeoning career as a financial planner.”
As a result of achieving the CFP® designation, the firm has promoted Seery to the new position of associate financial advisor, in which Seery will take on advanced planning projects for clients in addition to his ongoing client service responsibilities.
“David already has excellent rapport with many of our clients and he has a deep understanding of our firm’s philosophy when it comes to financial planning and investments. Now as a CFP® professional, David will be given the opportunity to dive into real-life client planning cases,” Lamia said.
The CFP® designation, awarded by the CFP Board of Standards and considered the pre-eminent professional designation for financial advisors, is attained following a rigorous set of requirements that include the completion of graduate-level educational coursework, passing a challenging certification exam, documenting three years of professional work experience in the financial planning process and agreeing to adhere to a high standard of ethics and practice, as well as ongoing continuing education.
Prior to joining Lamia Financial in 2013, Seery was a personal banker for California Republic Bank. He is actively involved in the community through community restoration projects and volunteering with Food Share of Ventura County. He is also involved with California State University, Channel Islands and Jewish War Veterans Post 603.
A longtime Thousand Oaks resident, Seery graduated with honors from CSUCI in 2012 with bachelors’ degrees in business and economics, each with an international emphasis.