A.J. Pietruszka Earns His CPFA Designation!

We’re pleased to share that A.J. Pietruszka, Wealth Advisor, has earned the Certified Plan Fiduciary Advisor (CPFA®) designation. This achievement reflects his continued professional development and expanded knowledge of retirement plans and fiduciary responsibilities.

The CPFA® designation is for financial professionals who work with retirement plans and the businesses that sponsor them. The curriculum focuses on key areas including fiduciary roles and responsibilities, plan design and administration, investment oversight, participant education, and helping plan sponsors understand the responsibilities that come with offering a workplace retirement plan.

Offering a retirement plan comes with important responsibilities for business owners and plan sponsors. It requires thoughtful oversight, an understanding of evolving fiduciary responsibilities, and ongoing attention to whether the plan continues to serve the needs of both the organization and its employees.

A.J.’s pursuit of the CPFA® designation reflects his commitment to developing deeper knowledge in this important area and continuing to grow as a financial professional. This additional expertise further strengthens Covenant’s ability to support business owners and organizations as they navigate the complexities of their retirement plans, while helping employees work toward their long-term financial goals.

“The knowledge acquired from earning the CPFA® designation has given me a deeper understanding of the responsibilities business owners and plan sponsors take on when offering a retirement plan. I look forward to using that knowledge to help our clients better understand their plans, make informed decisions, and create meaningful retirement benefits for their employees,” said A.J. Pietruszka, CPFA®.

"A.J.’s commitment to continuous learning reflects the high standards he brings to his role. Retirement plans are an important part of our work with business owners, and his additional knowledge in this area is valuable to our team and the clients we serve,” said G. Ward Keever IV, CLU®, ChFC®, RHU®, AEP®, CFS®, AIF®, CKA®, CEPA®, President & CEO of Covenant Wealth Strategies.

A commitment to lifelong learning is an important part of our culture at Covenant Wealth Strategies. We believe continuing to expand the knowledge and expertise of our team allows us to better serve our clients as their needs evolve and become increasingly complex.

Please join us in congratulating A.J. on earning his CPFA® designation!