David LaBricciosa,CPA Named an ACCREDITED ESTATE PLANNER® Designee by the National Association of Estate Planners & Councils

2021-06-02 16:15:00 - United States, Pennsylvania, Philadelphia

David LaBricciosa, CPA,  CEO of Visio Wealth Planners, is newly certified as an Accredited Estate Planner® (AEP®) designee by the National Association of Estate Planners & Councils (NAEPC).

David graduated from Villanova University with a degree in Accountancy. He began his career as a Senior Accountant at Deloitte & Touche. He then joined a Flagship Firm for New England Financial / METLIFE. He focused on strategic practice development and team building and was the recipient of many of the industry’s most prestigious awards.

David’s outstanding achievements earned him a promotion to Managing Director of several MetLife offices. He developed advisor teams, which led to a new holistic approach to financial services, resulting in significant growth in the agency’s top producers.

David then joined the Maryland Agency for Penn Mutual, where he built AspireWealth Planners. There, his responsibilities included growing the firm through strategic teaming and business partnerships. After fortifying the local offering and building the brand, he spearheaded the firm’s growth into the Delaware and Washington D.C. metro marketplace.

In 2021, David proudly founded Visio Wealth Partners, where he continues to be passionate about providing unparalleled support and resources to Advisors so they can build wildly successful businesses and continue their client-centric focus.

The Accredited Estate Planner® (AEP®) designation is a graduate-level, multi-disciplinary specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning.  The AEP® designation is available to actively practicing attorneys (JD) and Certified Public Accountants (CPA); or those currently designated as a Chartered Life Underwriter® (CLU®); Chartered Financial Consultant® (ChFC®); Certified Financial Planner (CFP®); Chartered Financial Analyst (CFA); Certified Private Wealth Advisor® (CPWA®); Chartered Advisor in Philanthropy® (CAP®); Certified Specialist in Planned Giving (CSPG); or Certified Trust & Financial Advisor (CTFA). 

It is awarded by the National Association of Estate Planners & Councils to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character.  An AEP® designee must embrace the team concept of estate planning and adhere to the NAEPC Code of Ethics and participate in an annual renewal and recertification process.

NAEPC is a national organization of professional estate planners and affiliated local estate planning councils dedicated to cultivating excellence in estate planning.  NAEPC fosters the multi-disciplinary approach to estate planning by serving estate planning councils and their credentialed members and delivering exceptional resources and unsurpassed education.   

To learn more about Visio Wealth Partners, visit www.VisioWealth.com

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