Penn Investment Advisors’ Ponzio Earns CPFA Credentials

Penn Investment Advisors would like to congratulate Peter Ponzio for obtaining his Certified Plan Fiduciary Adviser (CPFA) credential, which demonstrates an adviser’s expertise and commitment to act in accordance with fiduciary principles.

As Senior Vice President for Retirement Plans with Penn Investment Advisors, Ponzio is responsible for the marketing and servicing of retirement plans. Earning his CPFA enables him to help plan fiduciaries manage their roles and responsibilities regarding oversight of retirement plans.

A professional in the financial industry for more than three decades, Ponzio’s emphasis on effective, proactive retirement planning has spurred him to create many programs for corporate, healthcare, educational and governmental organizations. The CPFA credentials add to his experience and expertise with various qualified and non-qualified retirement programs.

A resident of Lumberton, New Jersey, Ponzio is a founding member of the National Association of Plan Advisors and maintains many investment and insurance licenses.

Penn Investment Advisors, a subsidiary of Penn Community Bank, Bucks County’s leading independent, mutual financial organization, strives to help clients reach their long-term financial goals.

About Penn Investment Advisors, Inc.: Penn Investment Advisors is a wholly owned subsidiary of Penn Community Bank, Bucks County’s leading independent, mutual financial organization. Penn Investment Advisors is committed to one mission: helping our clients reach their long-term financial goals, including wealth management, retirement planning, and saving for a college education. As independent advisors, we represent the client, not an investment product or company, which allows us to offer unbiased, transparent, one-on-one financial planning advice with the client’s best interests as our sole focus. Penn Investment Advisors, Inc. (hereinafter “Penn Investments”) is an investment adviser registered with the Securities and Exchange Commission. All written content presented herein is for informational purposes only. No client or prospective client should assume that any information presented serves as the receipt of, or a substitute for, personalized individual advice from Penn Investments, which can be provided only through a formal advisory relationship. Please contact us at 1-800-626-1027 or visit http://www.penncommunitybank.com/home/investments.