Lumsden & McCormick Financial Services is pleased to announce that Bryan Staniszewski successfully completed the requirements earning the following professional designations:

Personal Financial Specialist (PFS), licensed by the American Institute of Certified Public Accountants; CERTIFIED FINANCIAL PLANNER™ (CFP®), licensed by the Certified Financial Planner Board of Standards; Accredited Investment Fiduciary® (AIF®), licensed by the Center for Fiduciary Studies™.

Bryan Staniszewski, CPA/PFS, CFP®, AIF®, MBA is a CERTIFIED FINANCIAL PLANNER™ and adviser who has successfully passed his FINRA Series 7 and 66 exams. Bryan holds an MBA in Accounting from Canisius College. Bryan has been serving the financial industry since 2000 and is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants. Bryan serves as President of the Buffalo District Soccer League and manager of the Celtic Soccer Club.

American Institute of Certified Public Accountants (AICPA) Personal Financial Specialist (PFS) program allows CPAs to gain and demonstrate competence and confidence in providing estate, tax, retirement, risk management and/or investment planning advice to individuals, families and business owners through experience, education, examination, and a resulting credential.

Certified Financial Planner Board of Standards is a non-profit organization acting in the public interest by fostering professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics and other requirements for CFP® certification.

Center for Fiduciary Studies™ (the Center) helps its clients gather, grow, and protect assets through better investment and business decision-making. The AIF® designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that met a defined standard of care.

Since 2001, Lumsden McCormick Financial Services, a fully licensed investment management firm has been committed to providing a comprehensive, proactive and accessible approach to wealth care for individuals, businesses and institutions. It is a wholly owned subsidiary of CPA firm Lumsden & McCormick, LLP.