Frank Napolitano, Senior Financial Advisor, has attained the Chartered Financial Analyst ® (CFA) charterholder designation, having passed all three exams on his first attempt.
The CFA designation is a professional credential awarded by the CFA Institute. It is considered the gold standard for the investment industry. Candidates must pass three six-hour examinations that cover topics including investment management, financial and quantitative analysis, equities, fixed income and derivatives. The global pass rates for the years in which Frank took his exams were 43% (Level I), 45% (Level II) and 56% (Level III). Successful candidates take an average of four years to earn their charter.
In addition to passing three exams, candidates must have at least four years professional experience directly relating to the investment decision-making process and must commit to adhering to the CFA Institute’s Code of Ethics and Standards of Professional Conduct.
Frank’s recent achievement highlights his commitment to the financial planning industry and his desire to provide high-quality, unbiased advice to clients. This adds another high-level credential to the professional staff at Sensible Financial. Among our investment and planning professionals, we count one PhD in economics, two MBAs, one JD, five CFP®s, an M.S. in Financial Planning, and now two CFA charterholders. We take professional expertise and continuing education very seriously, and these credentials reflect that.
Frank joined the Sensible Financial team in 2012 and has a B.A. from Harvard University and a J.D. in Business and Financial Law from Boston University School of Law. Frank lives and works in San Diego, managing Sensible Financial’s west coast operations while continuing to service clients from all over the country.
