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Jane Ricardi, CFP® earns Accredited Investment Fiduciary® Designation

Jane Ricardi, CFP® has been awarded the Accredited Investment Fiduciary® (AIF®) designation from Fiduciary360(fi360). The AIF designation signifies training in fiduciary responsibility and follows a rigorous two-day course and examination. Jane earned the Certified Financial Planner® designation in 1991 and established an independent financial planning practice in 1999. Previously, Jane served for over 23 years working in bank trust departments as Vice President and Trust Officer. Her practice includes managing investments and retirement plans including pension, profit sharing, non-qualified plans and IRAs for individuals and small companies.