Adam Reinert Earns the Prestigious Chartered Financial Analyst Designation

Marshall Financial Group is pleased to announce that Adam Reinert, CFA, CFP®, Co-Chief Investment Officer, has successfully completed the CFA Program and has earned the Chartered Financial Analyst® designation.

The CFA® charter is commonly referred to as the “gold standard” among financial professionals and is recognized as a significant benchmark within the industry.

“We congratulate Adam on his momentous achievement,” commented Paula Nangle, CFP®, President and COO of Marshall Financial Group. “His dedication and perseverance in earning this highly prestigious designation reflects our continued commitment to going above and beyond in providing quality financial planning services to our clients.”

Due to the rigor of the program, fewer than 1 in 5 candidates becomes a CFA charterholder. It takes an average of over 1,000 hours of rigorous study in preparation for three six-hour examinations, along with four years of professional experience, and ethical requirements to earn the distinction of being called a Chartered Financial Analyst®. As such, the CFA Charter is one of the most respected and well-recognized credentials for financial professionals and it represents a tradition of upholding the highest standards of education and integrity.


Marshall Financial Group, Inc (“Marshall Financial”) is an SEC-registered investment adviser with its principal place of business in Doylestown, Pennsylvania.   This newsletter is limited to the dissemination of general information pertaining to Marshall Financial Group’s investment advisory services.  Investing involves risk, including risk of loss.  References to market indices are included for informational purposes only as it is not possible to directly invest in an index. The historical performance results of an index do not reflect the deduction of transaction, custodial, and management fees, which would decrease performance results. It should not be assumed that your account performance or the volatility of any securities held in your account will correspond directly to any comparative benchmark index.

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