Earns designation

POMFRET CENTER — Jim Zahansky recently earned the Accredited Wealth Management Advisor, AWMA®, designation from the College for Financial Planning.  Jim is principal/managing partner and chief goal strategist at Weiss & Hale Financial, along with Principal/Managing Partner, Laurence Hale, AAMS, CRPS® and Partner Jim Weiss, AAMS, RLP™. As a designee, Zahansky is now recognized as a professional on wealth management. 

To receive such accreditation, one must complete a specialized wealth management educational program and pass a rigorous examination in addition to abiding by standards of professional conduct.

Designees’ of the AWMA® are trusted financial professionals who have a depth of knowledge about wealth planning strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives to meet the professional and personal goals of clients.

Zahansky said, “The learning I have taken away from this professional designation educational program will be passed to our current and future clients to further assist them in achieving their life financial goals.” Weiss & Hale Financial, LLC, based in Pomfret Center is a knowledgeable team of finance professionals who help clients achieve their goals using their unique Plan Well, Invest Well, Live Well™ process.