Francesca Federico Achieves CkP Designation

 In Francesca Federico, Plan Sponsors

Francesca Federico, Co-Founder and Principal of Twelve Points Retirement Advisors, has been designated as a Certified 401(k) Professional by The Retirement Advisor University in collaboration with the UCLA Anderson School of Management Executive Education.

Created to distinguish and elevate financial professionals who have demonstrated a deep knowledge and effective practice of corporate retirement plans, the C(k)P® designation requires academic aptitude and real-world application of financial knowledge and experience, as well as technical competence, business management, and plan outcome optimization.

“As a young girl, helping out in the office of my family’s business, I never would have dreamed I’d become a certified 401(k) professional,” says Federico, who already has the designations of AIF®, CPFA®, and was named one of NAPA’s top advisors in 2016. “I’m proud of this designation, not just for what it signifies to my industry, but also what it can mean to my clients and family, who depend on me to be knowledgeable, agile, and effective when it comes to their corporate retirement plans. This designation proves they are in good hands.”

The standards for the Certified 401(k) Professional designation are established by the C(k)P® Standards & Certification Committee. Learn more about the Certified 401(k) Professional designation and The Retirement Advisor University here.

Francesca Federico
Francesca has built her career around helping others, having learned the value of family and hard work at a young age in her family's second-generation automotive business. She had the opportunity to work with a financial advisor on the company's retirement plan and realized she wanted to help take care of the financial and personal needs of others. Before joining Twelve Points, Francesca worked at The Buckley Group and as a financial advisor at Morgan Stanley. In 2014, Investment News named her one of the “Top 40 Under 40” advisors in the country. She co-founded Twelve Points in order to help people and change her clients’ lives for the better. She is an Accredited Investment Fiduciary® and Certified Divorce Financial Analyst®, and holds Series 7 and 66 securities licenses and life and health insurance licenses.   Connect with her at 978-318-9503 or by clicking on the email link below.
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