A team with elevated credentials signifies a higher level of expertise and knowledge, as these designations require rigorous coursework, challenging exams, and ongoing education. This advanced education ensures that Jeff Strzelczyk and Jennifer Daly are both well-versed in the latest financial strategies, regulations, and ethical practices. Moreover, their advanced credentials can open doors to specialized roles, enabling them to offer clients a broader range of wealth management solutions.

CERTIFIED FINANCIAL PLANNER^® 

Jennifer is a CERTIFIED FINANCIAL PLANNER^TM professional. To earn her CFP^® certification, Jennifer completed hundreds of hours of rigorous courses and examinations. These courses were followed by a comprehensive examination administered according to the Certified Financial Planner Board of Standards.

Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER^® and federally registered CFP^® in the U.S. which it awards to individuals who successfully complete CERTIFIED FINANCIAL PLANNER™ Board's initial and ongoing certification requirements.

Certified Private Wealth Advisor^® (CPWA^®)

Jeff has earned the designation of Certified Private Wealth Advisor^® professional as authorized by the Investments and Wealth Institute^®. The CPWA^® certification identifies those individuals who have met the rigorous experience and ethical requirements of the Institute. 

Certified Investment Management Analyst^® (CIMA^®)

Jeffrey earned the CIMA^® certification. He is among a select group of professionals who have earned this internationally recognized credential. To earn the CIMA^® certification, he completed an intensive educational program and final examination covering Modern Portfolio Theory, Asset Allocation, Manager Search and Selection, Investment Policy, and Performance Measurement. 

Qualified Plan Financial Consultant^® (QPFC^®)

Jennifer earned the Qualified Plan Financial Consultant^® (QPFC^®). This designation highlights Jennifer’s expertise and commitment to working with retirement plans, enabling her to act as a plan fiduciary or assist 401(k) plan sponsors in managing their roles and responsibilities.

Certified Retirement Planning Specialist™ (CRPS^®)

Jennifer has earned the Certified Retirement Planning Specialist (CRPS^SM) designation. Individuals who hold the CRPS™ have completed a course of study encompassing design, installation, maintenance and administration of corporate retirement plans. Additionally, she passed an end-of-course examination that tests her ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

Chartered Retirement Planning Counselor^SM (CRPC^®)

Jennifer has earned the CRPC^® designation which focuses on building an in-depth knowledge of clients' needs both before and after retirement. As a Chartered Retirement Plan Counselor^®, Jennifer focuses on client centric problem solving as they assist clients planning for the entire retirement planning process, including planning for multiple financial objectives, identifying sources of retirement income, building personal savings, taking advantage of employer-sponsored retirement plans, planning for tax efficient investing, projecting and meeting retirement cash flow needs, asset management and estate investment planning.

Senior PIM Portfolio Manager

Jeff is a Senior PIM Portfolio Manager.¹ As a Senior PIM Portfolio Manager, he works to meet clients' specific investment goals through customized portfolio management. As a PIM Portfolio Manager, Jeff has met stringent criteria based on experience and expertise and acts as a personal portfolio manager.

Senior Fundamental Choice Portfolio Manager

Jennifer is a Fundamental Choice Portfolio Manager.² She helps clients engage in an advisory portfolio management process in which they utilize active asset allocation management. In this advisory program, clients have wider exposure to asset classes that can potentially offset the ups and downs of market volatility.

^{1 The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.}

^{2 The Fundamental Choice program is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.}

These awards reflect the trust our clients have placed in us for over the years.

Forbes Best-In-State Wealth Advisors 2024 and 2023

Jeff Strzelczyk is honored to have been named as one of Forbes Best-In-State Wealth Advisors 2024 and 2023. 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com).The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Five Star Wealth Manager

Jennifer Daly and Jeff Strzelczyk earned the Five Star Wealth Manager1 award.  Jeff in 2016 and Jennifer in 2014, 2016, 2017, 2019-2024 in Baltimore Magazine and with ads appearing in the Wall Street Journal.

 

_{1  The Five Star Wealth Manager award was issued on 01/01/24 by Five Star Professional (FSP) for the time period 04/10/23 through 10/31/23. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 2,149 Baltimore-area wealth managers were considered for the award; 259 (12% of candidates) were named 2024 Five Star Wealth Managers. Visit www.fivestarprofessional.com. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
This award was issued on 01/01/23 by Five Star Professional (FSP) for the time period 04/18/22 through 10/21/22. 2,126 Baltimore-area wealth managers were considered for the award; 256 (12% of candidates) were named 2023 Five Star Wealth Managers.
This award was issued on 1/1/2022 by Five Star Professional (FSP) for the time period 5/1/2021 through 11/12/2021. 2,078 Baltimore area wealth managers were considered for the award;260 (13 percent of candidates) were named 2022 Five Star Wealth Managers. 
This award was issued on 1/1/2021 by Five Star Professional (FSP) for the time period 4/1/2020 through 11/13/200. 12,029 Baltimore-area wealth managers were considered for the award; 237 (12% of candidates) were named 2021 Five Star Wealth Managers.
This award was issued on 01/1/2020 by Five Star Professional (FSP) for the time period 04/1/2019 through 11/13/2019. 1,898 Baltimore wealth managers were considered for the award; 234 (12% of candidates) were named 2020 Five Star Wealth Managers.
This award was issued on 01/1/2019 by Five Star Professional (FSP) for the time period 04/19/2018 through 11/7/2018. 1,865 Baltimore wealth managers were considered for the award; 265 (14% of candidates) were named 2019 Five Star Wealth Managers.
This award was issued on 12/1/2017 by Five Star Professional (FSP) for the time period 03/26/2016 through 11/11/2016. 1,093 Baltimore wealth managers were considered for the award; 355 (32% of candidates) were named 2017 Five Star Wealth Managers.
This award was issued on 12/1/2016 by Five Star Professional (FSP) for the time period 06/16/2015 through 11/9/2015. 1,215 Baltimore wealth managers were considered for the award; 356 (29% of candidates) were named 2016 Five Star Wealth Managers.
This award was issued on 01/1/2014 by Five Star Professional (FSP) for the time period 06/16/2013 through 11/9/2013. 1,484 Baltimore wealth managers were considered for the award; 395 (27% of candidates) were named 2014 Five Star Wealth Managers.}