Monarch Wealth Strategies announced the firm’s Chair of the Board and Chief Financial Officer Vanessa Patterson has been awarded the Accredited Investment Fiduciary designation from Fiduciary360.
Out of more than 268,000 financial advisors in the nation, fewer than 3,000 have the title of AIF. Patterson is one of only two people to obtain the designation in Santa Barbara County.
The recognition represents a thorough knowledge of and ability to apply fiduciary practices. AIF designees have a reputation in the industry for the ability to implement a prudent process into their own investment practices as well as demonstrating commitment to acting in the best interests of those they serve.
Monarch Wealth Strategies is a local independent wealth management firm serving Santa Barbara County.
For more information, visit monarch
wealthstrategies.com or call 564-0800.
Biz Briefs is compiled by Staff Writer Jeremy Thomas. Information should be sent to the Sun via fax, e-mail, or mail.
This article appears in Apr 1-8, 2010.