Synergy Principal and Investment Advisor John Angelo Flavin Earns AIF Designation

SEATTLE - Nov. 5, 2013 - PRLog -- John Angelo Flavin, ChFC®, CFP®, CLU®, CCIM®, a Principal and investment advisor with Seattle-based Synergy Financial Management, LLC, has earned the Accredited Investment Fiduciary® (AIF®) designation (http://www.fi360.com/products-services/designations-overview/aif-designation).

Flavin earned the AIF® designation after completing substantial pre-requisites and a rigorous course of study focused on fiduciary responsibility. Part of earning the AIF® designation requires that Flavin agree to follow the AIF® code of ethics (http://www.fi360.com/uploads/media/codeofethics.pdf) which includes statements regarding honesty, integrity, conflict of interest and disclosure requirements.

The AIF® course of study and subsequent designation help investment managers like Flavin to have a thorough understanding and knowledge of fiduciary practices, including being up-to-date on relevant legislation and best practices. This, as well as Flavin’s other designations, education and training, indicate that he is a well-trained, highly-educated financial advisor devoted to serving his clients’ best interests with the highest professional standards.

Flavin joined Synergy Financial Management, LLC in 2000. He is a Principal and investment advisor for the firm. He received his bachelor’s degree from Boston College and completed a postgraduate program in Baltimore, Maryland before moving to Seattle. Flavin has previously earned the Chartered Financial Consultant® (ChFC®), Certified Financial Planner® (CFP®), Chartered Life Underwriter® (CLU®) and Certified Commercial Investment Member (CCIM ®) designations.

“As a boutique wealth management firm in Seattle, we pride ourselves on being industry thought leaders. Johnny has proven to be a great asset, and his commitment to continuing his education is impressive,” said Joe Maas, president and CEO of Synergy Financial Management, LLC. “He is not only an experienced, well-educated investment manager, but he is also dedicated to helping our clients reach their financial goals and providing them with superb customer service. We’re proud to have him as a team leader.”

For more information about Flavin or the Seattle firm’s financial planning, wealth management, business valuation, consulting or M&A services, please contact Synergy Financial Management, LLC at 206-386-5455 or visit the firm online at http://SynergeticFinance.com, http://sfmadvisors.com or http://synergy401k.com.