Lamia Financial Group Announces David Seery Receives Certified Financial Planner Designation

    THOUSAND OAKS, CA, July 16, 2016 /24-7PressRelease/ -- David Seery, a California State University, Channel Islands alumnus and client service specialist for Lamia Financial Group, Inc., has received the prestigious Certified Financial Planner (CFP ) designation. In earning the designation, David becomes the firm's fourth CFP professional.

"We are proud of David and congratulate him on this tremendous accomplishment," said Christopher Lamia, CFP , president and CEO of Lamia Financial Group. "We know how much time, hard work, and effort it takes to earn the CFP designation, which is the standard of excellence in our industry. We look forward to continuing to support David in his burgeoning career as a financial planner."

As a result of achieving the CFP designation, the firm has promoted Seery to the new position of associate financial advisor, in which Seery will take on advanced planning projects for clients in addition to his ongoing client service responsibilities.

"David already has excellent rapport with many of our clients and he has a deep understanding of our firm's philosophy when it comes to financial planning and investments. Now as a CFP professional, David will be given the opportunity to dive into real-life client planning cases," Lamia said.

The CFP designation, awarded by the CFP Board of Standards and considered the pre-eminent professional designation for financial advisors, is attained following a rigorous set of requirements that include the completion of graduate-level educational coursework, passing a challenging certification exam, documenting three years of professional work experience in the financial planning process and agreeing to adhere to a high standard of ethics and practice, as well as ongoing continuing education.

Prior to joining Lamia Financial in 2013, Seery was a personal banker for California Republic Bank. He is actively involved in the community through community restoration projects and volunteering with Food Share of Ventura County. He is also involved with California State University, Channel Islands and Jewish War Veterans Post 603.

A longtime Thousand Oaks resident, Seery graduated with honors from CSUCI in 2012 with bachelors' degrees in business and economics, each with an international emphasis.

Based in Thousand Oaks and serving clients across southern California and nationwide, Lamia Financial Group, Inc. is an independent, fee-only financial planning firm with expertise in investment management, tax planning, asset protection and charitable planning. The company advises clients on all their financial needs using a consultative approach called Total Client 360 , with an emphasis on tax efficiency and low investment expenses. For more information, call (805) 494-3416 or visit http://www.lamiafinancial.com.

About Lamia Financial Group, Inc.
Based in Thousand Oaks and serving clients across southern California and nationwide, Lamia Financial Group, Inc. is an independent, fee-only financial planning firm with expertise in investment management, tax planning, asset protection and charitable planning. The company advises clients on all their financial needs using a consultative approach called Total Client 360 , with an emphasis on tax efficiency and low investment expenses. For more information, call (805) 494-3416 or visit http://www.lamiafinancial.com.

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