Winter Park, FL -- (SBWire) -- 07/07/2014 --Jason Chepenik, managing partner of Winter Park-based Chepenik Financial, was named one of the top 100 retirement plan advisers in the nation by PlanAdviser. On the list of advisers with at least $500 million in asset value, he was one of only three Florida-based individuals, and the only one based in Central Florida.
This honor is awarded annually to retirement plan teams and advisers who stand out based on several quantifiable criteria, including the number of plans under advisement and the dollar value of those plans. While Chepenik has consulted on more than one billion dollars of plan assets, and served several Fortune 1000 companies, he believes numbers aren’t the ultimate measure of success.
“Success, to me, means two things: making sure my clients are better off in life because of the services we provide, and making sure my community is better off because I’m a part of it,” Chepenik said.
In fact, Chepenik is as active in community service as he is in financial planning. Chepenik Financial contributes to a number of community initiatives, including the following:
- Sponsoring Junior Achievement’s program JA Finance Park Virtual
- Working with United Arts to educate local non-profits on the topic of retirement planning
- Donating $1,500 to the Lawyers Committee for Civil Rights Scholarship for first-generation college students
And now, Chepenik is working to promote and facilitate student financial literacy statewide. He is leading an effort to engage financial advisers in spending at least 10 hours a year teaching students about financial literacy–a program that would positively impact a vast number of young adults about to enter the workforce. In addition, he is organizing a “4.01k” race to benefit Junior Achievement
“Of course it feels wonderful to win awards and be recognized by my industry,” Chepenik said. “But, ultimately, the work I do inside and outside the office is really about making a difference in people’s lives.”
About Chepenik Financial
Since 1973, this family-owned financial services firm has been helping clients develop the resources they need to live healthier, happier, more fulfilling lives. Chepenik Financial offers corporate retirement plans, health and wellness plans, and wealth management services for individuals, companies and nonprofit organizations. Securities are offered through LPL Financial, Member FINRA/SIPC. Investment advice is offered through Independent Financial Partners (IFP), a registered investment advisor. IFP and Chepenik Financial are separate entities from LPL Financial. For more information, visit: www.chepenikfinancial.com.
About PlanAdviser
Through its magazine, website, events and email newsletter, PlanAdviser, an Asset International brand, provides comprehensive industry news, regulatory and investment information, research and training to financial advisers. For more information, visit: www.planadviser.com.
Mark Freid
Think Creative Inc.
1001 Virginia Drive, Orlando, FL 32803
407-896-5757
mfreid@thinkcreativeinc.com
