King of Prussia, PA (Feb. 22, 2017) - The National Association of Plan Advisors (NAPA) is pleased to acknowledge Geoffrey Forcino of Kathmere Capital Management as one of NAPA’s 2017 Top Retirement Plan Advisors Under 40.
Established in 2014, the list is drawn from nominations provided by NAPA Firm Partners, vetted by a blue ribbon committee of senior advisor industry experts based on a combination of quantitative and qualitative data, and voted on by thousands in the retirement plan industry. These “Young Guns” are widely seen as the future leaders of the retirement plan advisor industry. More than 500 of the nation’s leading advisors were nominated for this year’s award.
Geoff leads the 401(k) and Retirement Plan Division at Kathmere. He has been working in the corporate and non-profit retirement industry since his graduation from James Madison University. Geoff and his team have been dedicated to enabling companies to manage their retirement programs with minimal effort, while addressing fiduciary responsibilities, and empowering employees to achieve retirement readiness.
“In a vibrant and growing industry, this ’next generation’ of retirement plan advisors has already made significant contributions,” observes Nevin Adams, NAPA’s Chief of Marketing & Communications, and editor-in-chief of NAPA-Net. “We are pleased to be able to acknowledge their contributions, as well as the firms that support their efforts.”
“As a firm, we are very proud to see Geoff honored as one of the national winners of this award,” said Michael McDermott, President of Kathmere Capital Management. “Having worked with Geoff now for the last 13 years, I have seen firsthand the commitment he has made to our clients and to his own development as an expert in retirement plans.
The Top Retirement Plan Advisors Under 40, including Forcino, will be featured in the Summer issue of NAPA Net the magazine, and honored at the 2017 NAPA 401(k) Summit in Las Vegas, March 19th-21st.
About Kathmere Capital Management:
Kathmere Capital Management is an independently owned wealth management firm focused on providing investment advisory, financial planning, and retirement consulting services to individuals and corporations.
National Association of Plan Advisors (NAPA) is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors, and is part of the American Retirement Association. More information about NAPA is available at napa-net.org.