Nick Defenthaler, CFP®, RICP®, and Matt Trujillo, CFP® Named To Forbes’ List of Top Next-Gen Wealth Advisors

Southfield, Mich. (August 3, 2022) - Nick Defenthaler, CFP®, RICP® and Matt Trujillo, CFP® of Center for Financial Planning, Inc. were among the Raymond James-affiliated advisors named to the Forbes list of America’s Top Next-Gen Wealth Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online on August 3, 2022.

The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors who are considered are under 40, have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those who encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receive a fee in exchange for rankings. The research summary (as of August 2022) included: 35,465 nominations for all rankings, based on thresholds, 19,986 invited to complete online survey, 14,892 telephone interviews, 3,038 in-person interviews at advisors’ location, 1,357 virtual interviews and 3,513 individuals considered and 1,000 individuals won the Next-Gen ranking. This ranking is not indicative of an advisor’s future performance, is not an endorsement and may not be representative of an individual client’s experience. For more information and complete details on methodology, go to shookresearch.com

Defenthaler, who joined Center for Financial Planning, Inc. in 2013, has more than 15 years of experience in the financial services industry. His areas of focus and interest include working with clients within five years of retirement or currently in retirement, developing tax-efficient portfolio distribution and retirement income strategies, helping clients reduce current and future taxes through prudent planning, Social Security/pension analysis and maximization strategies, and employer retirement plan maximization strategies. Learn more.

Trujillo, who joined Center for Financial Planning, Inc. in 2013, has more than 16 years of experience in the financial services industry. His areas of focus and interest include pro-active tax planning and managing tax liability, recreating a tax-efficient paycheck for clients in retirement, Social Security maximization, pension analysis and maximization, portfolio decumulation, and investment management and identifying how much risk is necessary to achieve financial goals. Learn more.

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ABOUT CENTER FOR FINANCIAL PLANNING, INC.
Located in Southfield, Mich., Center for Financial Planning, Inc.® (“The Center”) has been committed to assisting people with life’s most important financial goals since 1985. With ten financial planners offering various specialties, 29 team members and over $1.4 billion in assets under management (as of 2/7/2022), The Center partners with clients in 40 states and six countries to achieve their individualized financial goals.

Center for Financial Planning, Inc. is a Registered Investment Advisor and independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. (member FINRA/SIPC). Investment advisory services are offered through Center for Financial Planning, Inc. Center for Financial Planning, Inc. ® is not a registered broker/dealer and is independent of Raymond James Financial Services. For more information, please visit http://www.centerfinplan.com/.

ABOUT RAYMOND JAMES
Raymond James Financial, Inc. (NYSE: RJF) is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. The company has approximately 8,700 financial advisors. Total client assets are $1.24 trillion. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at raymondjames.com.

© 2022 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC.

© 2022 Raymond James Financial Services, Inc., member FINRA/SIPC. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Center for Financial Planning, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services.