Alex Assaley is the Managing Principal and the Lead Advisor for Retirement Plans with AFS 401(k) Retirement Services. He specializes in the design, implementation, and counsel to retirement plans for non-profit organizations, trade associations, as well as public and private corporations, and delivering hands-on financial wellness programs for all working Americans.
"2018 Top 75 Retirement Advisors under 40,” by National Association of Plan Advisors
"401k Top Retirement Advisors," by Financial Times
Qualified Expert to Discuss: 401(k), 403(b), and 457 plans, fiduciary governance, investment menu design, employee-centered financial wellness and advice programs.
1. The NAPA Top Retirement Plan Advisors Under 40 list includes plan advisors who have built a solid practice—either alone or as part of a team—and are established leaders ready to take their defined contribution (DC) and 401(k) plans to the next level. Nominations were solicited by NAPA members. Nominees were asked to complete an application and winners were chosen based on criteria that include: current and new DC assets under management, DC plans for the past 12 and 24 months, DC/DB plan revenue. Votes were utilized to break ties, if applicable. The nominated advisor need not be a NAPA member. 500 advisors were considered for the award. 75 (15% of candidates) were recognized. This award is not indicative of the wealth manager's future performance. Your experience may vary. For more information, please visit: www.napa-net.org.
2. 550 qualified applicants were nominated, of which 401 were recognized (73 percent of candidates). This honor is not indicative of the advisor's future performance. Your experience may vary. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the Financial Times 401. For the full methodology, please visit ft.com.
Jim Keenehan is a Senior Consultant with AFS 401(k) Retirement Services. He has been working in the retirement plan industry for 12 years and specializes in helping plan participants gain a better understanding of their personal financial situations.
Featured in USA Today for expertise in Market Volatility, What investors can learn from the stock market 'correction'
"2017 Top DC Advisor Teams," by National Association of Plan Advisors
Qualified Expert to Discuss: Financial wellness, personal financial coaching, and retirement plan consulting.
2. The 2017 NAPA Top DC Advisor Firms List is a compilation of individual advisor firms, or teams, solely ranked by DC (Defined Contribution) assets under advisement. Firms were asked to complete an application and provide information concerning their DC business to NAPA. 325 qualified firms were considered of which 250 (77% of candidates) were recognized. This award is not indicative of the future performance of the firm or its advisors. Your experience may vary. For more information, please visit: www.napa-net.org.
Alp Atabek is an Investment Advisor Representative and a Principal of AFS Financial Group. He has over 25 years of experience in the personal financial planning, investment research & planning, and retirement consulting industry.
"2017 Chairman’s Level Advisor" Alp Atabek is proud to have been recognized as a Chairman's Level advisor for 2017——a distinction based on annual production attained by just 3 percent of advisors affiliated with Commonwealth Financial Network. Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Chairman's Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Chairman's Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
Qualified Expert to Discuss: Portfolio design, asset allocation, and individual securities.
Jason Dahl is the Director of Financial Planning. He has over 10 years experience asCERTIFIED FINANCIAL PLANNER™ practitioner and is equipped to answer questions about personal finance, social security, and pension plans.
Qualified Expert to Discuss: Social Security, retirement income planning, and financial planning.