Bonita financial firm planner earns certification
Ciccarelli Advisory Services, Inc. announced that Dustin C. Rinaldi, an associate planner based in the firm’s Bonita Springs office, has earned Certified Financial Planner certification. A CFP professionals must take extensive classes and exams in the areas of financial planning, taxes, insurance, estate planning and retirement. This certification is utilized to help clients discover and solve financial problems and achieve life goals by serving as both counselor and coach, making recommendations based on their clients’ needs.
Ciccarelli Advisory Services has over 25 years in business in the Naples community. The firm was founded on the premise that its recommendations to clients are based on their needs, placing family values as a top priority. The firm provides financial planning services including financial management, tax planning, estate solutions, long-term care solutions, portfolio design and monitoring, family meetings, and education. Ciccarelli Advisory Services is an independent family-owned comprehensive financial planning firm with offices in Naples, Bonita Springs and Rochester, N.Y.
For more information about the CFP certification or Ciccarelli Advisory Services, Inc., please call (239) 262-6577, e-mail Dustin@CASFinancialCoach.com, or visit www.CASMoneyMatters.com.
- Contributed by Ciccarelli Advisory Services
Joe’s Crab Shack to hold fundraiser on Sunday
St. Matthew’s House will be the beneficiary of a fundraiser at Joe’s Crab Shack restaurant from 3 to 9 p.m. Sunday. During this time, Joe’s Crab Shack will donate 10 to 20 percent of each check to St. Matthew’s House, based on the final proceeds.
Patrons wishing to allocate the donation from their bill must present a St. Matthew’s House fundraiser flier to their server. These fliers are available at St. Matthew’s House or any of their three thrift stores in Naples, Bonita Springs, and Immokalee.
For more information, please call Joe’s Crab Shack at (239) 793-7700 or Julie Clay at St. Matthew’s House, (239) 298-5026.
- Contributed by Joe’s Crab Shack
Naples travel agency among top producers in U.S.
Preferred Travel of Naples was among the 25 top-producing travel agencies in the United States in 2008 and was recently honored by Signature Travel Network’s Horizon Club. The top producing agencies were invited to sail on Solstice, Celebrity Cruises new ship.
Preferred Travel of Naples President and CEO Wilma Boyd was a featured guest speaker on the Solstice, speaking to an audience of approximately 100 travel agents from all over the United States. Boyd was invited to speak about her agency experience, community service and networking knowledge.
Boyd has been recognized numerous times for her community service. In 2008, the Naples Daily News awarded her with the Outstanding Citizen award. She also recently received a key to the city of Naples for her commitment to the community.
Preferred Travel of Naples is in the SunTrust Building at Pelican Bay at 801 Laurel Oak Drive, Suite 300. For information call (239) 261-1177, toll free 800-523-3716 or visit www.preferrednaples.com.
- Contributed by Preferred Travel of Naples
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