Marlton, NJ – March 3, 2021 – Anthony Massaro, a CERTIFIED FINANCIAL PLANNER™ with M Financial Planning Services, Inc., has been authorized by the Certified Student Loan Advisors Board of Standards (CSLA Board) to use the Certified Student Loan Professional™ and CSLP® certification marks in accordance with CSLP Board certification and renewal requirements.
The CSLP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CSLP Board, have successfully completed student loan planning coursework through the Humboldt State University of the California State University System. The CSLP® denotes advisors that have demonstrated competency in the following areas: financial aid basics, repayment options, repayment risk management, student debt tax planning, and student loan repayment in employee benefits, retirement and business planning. CSLP® professionals also agree to meet ongoing continuing education requirements and to uphold CSLP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
“This accomplishment is significant for me as well as for many of my clients,” said Anthony. “The financial planning process is a very personalized, long-term endeavor that demands an acute understanding of an increasingly complex financial landscape.”
“One of our highest priorities at M Financial is continuing education. We can best serve our clients by continuing to pursue advanced planning strategies and a depth of knowledge across various topics.” Said Ted Massaro, CLU, AEP, Chartered Financial Consultant and the founder of M Financial Planning Services. “We have expectations, as do our clients, for our advisors to provide superior and comprehensive services at the highest level.”
Anthony has been a professional in the financial services industry for 6 years, and works with clients throughout South Jersey and the surrounding areas on their financial planning goals. He joined M Financial Planning Services in 2019. Anthony studied at Rutgers University obtaining a Bachelor of Economics cum laude and dual Minors in Business Administration and History.
About M Financial Planning Services
M Financial Planning Services takes pride in designing well-rounded, comprehensive financial plans that will help pursue your short-term monetary needs and help prepare you for your long-term priorities of personal financial security. We offer total wealth management supported by the leading independent brokerage firm in the nation, LPL Financial.
Securities offered through LPL Financial, Member FINRA/SIPC. Financial planning offered through M Financial Planning Services, a registered investment advisor and separate entity from LPL Financial.
About CSLA Board
CSLA Board is a nonprofit certification organization with a mission to benefit the public by granting the CSLP® certification and upholding it as the recognized standard of excellence for personal financial planning in the area of student loan repayment. CSLA Board owns the certification marks CSLP®, Certified Student Loan Professional™ and federally registered CSLP (with plaque design) and CSLP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. For more about CSLA Board, visit www.csalinstitute.org .