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Milton, Mass., Man Awarded CFP(R) Designation; Miloro Is a Senior Consultant With Longfellow Advisors


June 8, 2011 - BOSTON, MA

Adam Miloro of Milton, Mass., a senior consultant with Longfellow Advisors in Boston, was granted the Certified Financial Planner™ (CFP®) designation by the Certified Financial Planner Board of Standards.

The CFP is the industry's top designation for financial planners. Its stringent criteria include passing the comprehensive CFP Certification Examination and agreeing to adhere to the CFP Board's code of ethical and professional standards.

At Longfellow Advisors, a retirement plans and executive benefits consulting firm, Miloro works with clients on all aspects of their retirement plans. He also educates employees to help them plan for a successful retirement.

Miloro was a member of the "Retirement Team of the Year Finalist" team named by PlanSponsor Magazine in 2008* and one of the "Top 300 Influential Defined Contribution Advisors" in 2010**. The PlanSponsor nomination recognizes the contributions of the nation's best financial advisers in helping make retirement security a reality for workers across the nation. Sponsored by the 401kWire, 401kExchange and The Boston Research Group annually, the "Top 300" recognizes leaders and top performers in the group retirement industry.

Miloro has also been published in Employee Benefits Plan Review. He holds a bachelor of science degree from the University of Massachusetts, Lowell.

Longfellow Advisors serves organizations in New England and nationally. Longfellow has been named to Boston Business Journal's Best Places to Work six years in a row, 2006-2011.

Miloro is a registered representative with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Independent Financial Partners, a Registered Investment Advisor and separate entity from LPL Financial.

*Award nominations are solicited from industry professionals and award winners are selected through a quantitative evaluation of their current service levels and based on feedback from their plan sponsor clients. For more information please go to plansponsor.com.

**The list is based on nominations from the industry and editorial staff. The final list was selected base on input from those advisors nominated for the list and an analysis of objective criteria including the statistics about the advisors' practices gathered directly from the advisors.

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Contact:
Henry Stimpson
Stimpson Communications
508-647-0705
HStimpson@StimpsonCommunications.com

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