Designations and involvement with leading industry organizations are factors to consider in the search for a financial advisor worthy of your trust. Anthony Noto is affiliated with the following organizations:
The Economist Magazine ranked the Chartered Financial Analyst (CFA) Program as the "gold standard" among investment analysis designations. It takes three years to earn, and is roughly equivalent to a specialized postgraduate finance degree, including a mixture of economics, ethics, law, and accountancy.
Anthony Noto is a CFA charterholder. The CFA designation symbolizes the knowledge, professionalism, and integrity you should demand from anyone you trust with your finances. Learn more at www.cfainstitute.org.
To further strengthen his knowledge of financial planning, Anthony is also a candidate for the Certified Financial Planner certification in the US. He has met specific educational requirements, as well as passed the 10-hour examination requiring comprehensive knowledge of insurance, investments, employee benefits, retirement planning and estate planning. He is currently working toward fulfilling the experience requirement. Learn more at www.cfp.net.
Ethics and Standards of Professional Conduct In an otherwise unregulated environment, Anthony is obliged to adhere to a strict Code of Ethics and Standards governing professional conduct by both the CFA Institute and CFP Board. The Certified Financial Planning Board's code of ethics and professional responsibility requires that CFP certificants and candidates for CFP certification act as a fiduciary, placing the client's interest first and foremost. Additionally, any conflict of interest when giving investment advice must be disclosed.
Anthony is a member of the Financial Planning Association (FPA), the largest association of professionals dedicated to championing the financial planning process. Learn more at www.fpanet.org.
Anthony is a member of the Garrett Planning Network, an international affiliation of fee-only financial planners. No sales commissions, no account minimums, no long-term contracts. Advice is provided on an hourly, retainer, or per-project basis. Garrett Network members bring the collective wisdom of the entire network - comprised of over 300 financial planning professionals - to their own individual practices. Learn more at www.garrettplanningnetwork.com.
Noto Financial Planning is a division of Diacron Shanghai. Established in 1995, The Diacron Group provides clients with solutions regarding fiscal, corporate, and fiduciary matters. With offices spanning the globe, Diacron specializes in corporate accounting, bookkeeping and tax consulting. Diacron Shanghai is a Wholly Foreign Owned Enterprise (WFOE), providing bookkeeping services at the corporate level, as well as consulting services regarding Chinese individual income tax. For more information, contact us or visit www.diacron.eu.
