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News & Media

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Francesca Federico named one of NAPA’s Top Women Advisors

We are proud to announce that our very own Francesca Federico has been recognized by the National Association of Plan Advisors as one of the Top Women Advisors for 2020. Her talent and efforts [...]

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 Francesca Federico Receives National Recognition
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Francesca Federico Receives National Recognition

Twelve Points Retirement Advisors is proud to announce that Co-Founder and Principal, Francesca Federico, has been named to the National Association of Plan Advisors (NAPA) 2018 list of Top Women [...]

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 Twelve Points Retirement Advisors Acknowledged for Fiduciary Excellence by CEFEX
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Twelve Points Retirement Advisors Acknowledged for Fiduciary Excellence by CEFEX

Twelve Points Retirement Advisors joins the elite group of Investment Advisors to successfully uphold the standards of “Prudent Practices ® for Investment Advisors” set by CEFEX, the Centre for [...]

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 Francesca Federico Achieves CkP Designation
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Francesca Federico Achieves CkP Designation

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 [...]

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 TWELVE POINTS INCLUDED IN NATIONAL TOP 401(k) FIRMS LIST
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TWELVE POINTS INCLUDED IN NATIONAL TOP 401(k) FIRMS LIST

We are pleased to announce that Twelve Points has been selected as a Top Defined Contribution (DC) Advisor Firm for 2017 by The National Association of Plan Advisors. This is the first-ever list [...]

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 Dave Clayman Earns Certified 401(k) Professional Designation
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Dave Clayman Earns Certified 401(k) Professional Designation

Co-Founder and Principal Dave Clayman was recently awarded the Certified 401(k) Professional designation, or C(k)P®, by The Retirement Advisor University in collaboration with the UCLA Anderson [...]

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