Plimoth Investment Advisors’ Mark J. Gendreau receives Certified Financial Planner™ certification
RISBJ Staff | Sep 04, 2014
SWANSEA, MA – Mark J. Gendreau of New Bedford, Assistant Vice President and Investment Officer at Plimoth Investment Advisors, has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. Gendreau has worked at Plimoth Investment Advisors, which has offices in Swansea and Plymouth, Massachusetts since 2009.
Gendreau’s new designation was announced by George Oliveira, President and CEO of Plimoth Investment Advisors, who commented, “We are extremely proud of Mark for earning this certification. His accomplishment, which is the result of over two years of hard work and diligence, will be a great benefit to our clients and our organization.”
As an Assistant Vice President Investment Officer and Trader, Gendreau works with both individual and institutional clients in establishing appropriate asset allocation policies, and manages client assets in accordance with the groups’ investment discipline and policies. His CFP® certification will allow him to continue providing his clients with the expert advice and personal service for which Plimoth Investment Advisors in known.
The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 69,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net.
About Plimoth Investment Advisors
Plimoth Trust Company, LLC, doing business as Plimoth Investment Advisors, is a portfolio management firm specializing in investment management, trust services, retirement plans and estate administration for both private and institutional clients. The firm’s wide range of products include individual investment accounts, Roth and Traditional IRA accounts, trust accounts, employee benefit plans, charitable accounts, endowment accounts, foundation accounts and institutional investment management services. Plimoth Investment Advisors is headquartered at 38 Resnik Road, Plymouth, MA 02360, and maintains offices in Swansea and Dedham, MA. For more information, please visit www.plimothinvestmentadvisors.com or call 508-747-6596. Plimoth Investment Advisors is jointly owned by BayCoast Bank and Dedham Institution for Savings.
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