Fidato Wealth Welcomes Marissa Beyer, CFP®, to the Team
MIDDLEBURG HEIGHTS, OH / AGILITYPR.NEWS / September 29, 2020 / Independent Firm Provides Financial Education and Retirement Planning Information to Northeast Ohio Families & Business Owners
Fidato Wealth, an independent, fee-based financial advisory firm that provides comprehensive financial planning and wealth management for successful families, individuals and professionals, has added an experienced financial advisor, Marissa Beyer, CFP, to the team. Fidato Wealth is providing an array of helpful materials on their freshly renewed website, www.FidatoWealth.com. The Learning Center offers recorded webinars and registration links for virtual retirement planning classes.The Wealth & Life podcast focuses on financial life planning principles.
LOCAL FPA BOARD MEMBER JOINS FIDATO WEALTH
The firm introduced Marissa Beyer, CFP®, Lead Wealth Advisor as a new member of the Fidato Wealth team. Beyer is a CERTIFIED FINANCIAL PLANNER™ professional, with 15 years of advisory experience. Beyer grew up in Parma, Ohio and graduated from Edinboro University of Pennsylvania, where she received her B.S. in Financial Planning. Beyer lives in Brecksville, Ohio and is also the President and on the Board of the Northeast Ohio Chapter of the Financial Planning Association (FPA).
“Marissa is a great fit for Fidato Wealth,” said Tony D’Amico, CFP®, founder of the firm. She shares our values and believes in comprehensive and proactive financial planning. Marissa adds a depth of experience to our team. We are also proud of her involvement as a Board Member with the Ohio Chapter of the Financial Planning Association, where she has taken a volunteer leadership role as a way to demonstrate her commitment to the financial planning profession.”
DYNAMIC LEARNING CENTER
Fidato Wealth recently updated their website to include a Learning Center with educational resources, including classes, podcast, videos, articles, blog and webinars.
“We are particularly proud of our investment in a newly updated website with a comprehensive Learning Center to provide the extended community with insights and strategies to guide them toward even greater financial clarity, confidence and success,” added D’Amico.
VIRTUAL RETIREMENT PLANNING CLASSES
An online, interactive course, titled Retirement Planning Today®, taught by D’Amico over the course of two evening sessions – Tuesday Oct. 6 and Tuesday Oct. 13, 6:00 pm to 8:30 pm – is being sponsored by Lorain County Community College (LCCC).
Register online directly with LCCC for this session by clicking here:
Option 1: Wednesday Sept. 30 and Wednesday Oct. 7, 6:00 pm to 8:30 pm
Register online directly with LCCC for this session by clicking here:
Option 2: Tuesday Oct. 6 and Tuesday Oct. 13, 6:00 pm to 8:30 pm
Register online directly with LCCC for this session by clicking here:
D’Amico, who has taught this course over 100 times in a college classroom setting over the past 10 years, has enjoyed switching to teaching in a virtual classroom.
“The class has a digital text book, and the presentation has been made to fit a two-hour session, for a total of two evenings, plus time for class interaction. The digital format allows attendees to easily follow along from the safety of their homes with their desktop computer, as they interact with the class and instructor, and have a resource to which they can refer at a later time,” added D’Amico.
As for preparing attendees’ technology for the course, D’Amico adds, “We provide clear instructions on what attendees need to do to test the video conference platform we are using, as well as how to optimize their connection, so that everyone can have a positive experience in the virtual setting.”
WEALTH & LIFE PODCAST
Earlier this year, Fidato Wealth introduced a new podcast series, Wealth & Life, hosted by D’Amico. On the bi-monthly podcast, listeners hear stories from successful business owners and individuals about how they navigated the inevitable challenges that arose as they achieved each new level of success. Listeners also get insights and strategies from leading wealth planning professionals. September’s first podcast was on how presidential elections can affect the market and your finances. A full list of topics and guests is available here: https://www.fidatowealth.com/podcast/.
“While working remotely throughout the pandemic, our team has provided important financial educational information to the Middleburg Heights area and beyond,” said D'Amico. “We’re living in a unique moment, and the services we provide as fiduciary advisors are critical in maintaining clients’ wealth and well-being. We are also proud to provide financial education to help people in our community plan for and work toward their long-term financial goals.”
About Us
FIDATO WEALTH
Fidato Wealth is a financial advisory firm headquartered in Middleburg Heights, OH, that provides retirement planning, family wealth management, and business advisory services. As an SEC Registered Investment Advisor, the firm is legally bound to act as a fiduciary, which means that the clients’ needs always come first. Tony D'Amico, CFP®, Founder and Managing Partner, has been quoted in The Wall Street Journal, CNBC, Barron’s and other national publications. Fidato Wealth was named to Financial Advisor magazine’s Top RIA Ranking list in 2017, 2018, 2019 and 2020. For more information, visit www.fidatowealth.com.
Fidato Wealth LLC is an SEC Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Fidato Wealth LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Fidato Wealth LLC unless a client service agreement is in place.
Contacts
Leesy Palmer
LeesyPalmer@ImpactCommunications.orgImpact Communications, Inc.
Phone: +1 913-649-5009