Cardinal Retirement Planning, Inc. Announces New Hiring and Promotions as Company Growth Continues


North Carolina Company Serves an Ever-Growing and Demanding Clientele

CHAPEL HILL, North Carolina and DURHAM, North Carolina, June 16, 2022 /PRNewswire/ — Cardinal Retirement Planning, Inc.., (Cardinal) a registered investment advisory firm domiciled in North Carolina serving discerning clients from the West Coast to the East Coast, recently announced a new hire and multiple promotions as it continues to implement its proprietary asset allocation software, which combines machine learning and artificial intelligence with expertise in financial and tax planning.

Cardinal Retirement Planning, Inc.

“It is understood that financial advice is both science and art, but too often passion is a missing ingredient”

  1. Anessa Custovicdoctoratemoved to the role of Chief Investment Officer previously held by Mike Aguilar, PhD, who decided to return to university. Although he no longer works at Cardinal, Dr. Aguilar will continue his joint financial econometric research with Dr. Custovic which promotes a more robust approach to portfolio construction and asset allocation. Dr. Custovic’s detailed understanding of economics and quantitative analysis gives her unique insight and perspective as she oversees the firm’s investment models, leads research projects and serves Cardinal’s clients. .

  2. Jacob YoccoCFP®, a former staff planner at the firm, was promoted to director of financial planning. He will focus on all facets of advice using his training as a CERTIFIED FINANCIAL PLANNER™ practitioner and his experience as a finance professional serving retirees. Combining these strengths with his in-depth knowledge of Medicare and health insurance will help Cardinal’s clients achieve their financial goals and manage their risks.

  3. Erica Patella earned the position of COO by combining her passion for growing and developing teams with her experience as a seasoned financial services professional in the senior markets insurance industry. She now manages Cardinal’s day-to-day operations and helps implement more effective policies and procedures.

  4. Cardinal also hosted Christiana Friends to the company as operations coordinator. His experience in the administration and operation of financial services companies is essential to the company’s continued professionalism and success.

“It is understood that financial advice is both science and art, but too often passion is a missing ingredient. The passion and expertise of these team members are essential to the Cardinal Retirement Planning’s overall ability to provide high quality service to all of our customer base,” said President and CEO, Doug “Buddy” Amis, CFP®. “I couldn’t ask for a more dedicated and talented team.”


Cardinal Retirement Planning, Inc., (Cardinal) is an independent wealth management firm based in Chapel Hill and Durham, North Carolina. At Cardinal, life is not a mathematical equation and people are not treated like numbers. Cardinal’s recommendations apply financial planning principles and tax code citations while incorporating practical, real-world solutions that are unique to each client’s needs. As representatives of the investment advisors, Cardinal’s advisors act as trustees; This means that Cardinal’s team of advisors puts clients’ needs first and that conflicts of interest are shared and mitigated. There is no sales pitch. There is no smoke and mirrors. The client’s goals become Cardinal’s goals. The Cardinal team provides clients with timely and ongoing financial planning and advisory, portfolio management and econometric advisory services. Cardinal’s proprietary portfolio allocation software, PADME, allows the team to analyze and allocate all types of assets and investments, including stocks, bonds, mutual funds, real estate and alternatives. Cardinal works primarily with pre-retirees and retirees, as well as affluent clients, corporations and non-profits who often have goals other than retirement. Cardinal assists clients in many areas, including cash strategy, retirement planning, tax planning, estate planning, insurance reviews, alternative assets, and college planning. To learn more about Cardinal Retirement Planning, Inc., please visit:

Media Contact:
Colin Swift
Impact Communications, Inc.



Show original content to download multimedia:

SOURCE Cardinal Retirement Planning, Inc.

Source link


Comments are closed.