Please join us in congratulating Andrew Shapowal on earning the designation of Accredited Investment Fiduciary (AIF®). This designation assures clients that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for fulfilling fiduciary responsibility. This AIF® certification demonstrates that Andrew has met the requirements to earn and maintain this widely respected credential.
Andrew, a Certified Public Accountant, began working at Canon Capital in 2021. In 2022, he began working in our Wealth Management division as part of a long-term transition into the field. In addition to earning his AIF® designation, he is currently pursuing the Personal Financial Specialist (PFS) credential. He also holds a Certificate in Blockchain and Digital Assets.
If you have any current needs regarding your investment or retirement plans, please feel free to contact our Wealth Management department via phone at 215-723-4881 or online.