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Alan Sweeten Receives Chartered Retirement Plans Specialist Designation

January 8, 2015

                                                                   For Immediate Release

Alan Sweeten Receives Chartered Retirement Plans Specialist Designation

Carlsbad, California (November 24, 2014) –Alan Sweeten, LPL Financial Advisor, Certified Financial Planner®  Professional for Sweeten Wealth Management and Northrup Grumman Federal Credit Union has received the Chartered Retirement Plan Specialist (CRPS) designation from the College for Financial Planning.  

 

With this new certification, Alan hopes to guide the business community and change the landscape of business retirement plan options.  “While doing individual plan reviews, I noticed there is a gap in investment options.  Many individual 401(k) plans are lacking global diversification. The largest gaps I see are emerging markets, short term and international fixed income, as well as international small cap.”

 

“With the demand for retirement plan knowledge and know-how ever increasing, we at Sweeten Wealth Management are very proud that Alan took the initiative to gain the CRPS Designation. His knowledge and expertise is a valuable asset to the business community.” says Hernell Dyer, Associate at Sweeten Wealth Management.

 

Alan is a graduate of San Jose State University and holds a Bachelor of Science in Finance. He is currently a candidate for a Master of Science in Personal Financial Planning (MSPFP), at the College of Financial Planning.

 

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Investment and Insurance products are not insured by the FDIC; not a deposit or other obligation of, or guaranteed by the financial institution; and subject to investment risks, including possible loss of the principal amount invested.

 

About Sweeten Wealth Management

 

Sweeten Wealth Management is working to change the perception of financial planning by providing an alternative to Wall Street. Finance is often viewed as secret information or wide scale attempts to pick winners. Sweeten Wealth Management, lifts the veil and narrows the focus using financial science, rather than speculation, and helps identify for its clients the risks that are worth taking and the risks that are not. Whether it’s a business that wants to provide retirement options for employees, or an individual who’s curious about a common sense approach to long-term investing, Sweeten Wealth Management is driven by helping you seek an increase in your assets and helping you pursue your goals. For more information about Sweeten Wealth Management, please call 800-200-1121.

Information regarding Sweeten Wealth Management can be found on its website at http://sweetenwm.com/ or by contacting 1-800-200-1121.

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