Business & Finance

Press Releases

Patricia Daquila Completes CERTIFIED FINANCIAL PLANNER™ Certification Requirements

de83e7f3e1d2774da03e_Daquila__Pat-Official_Photo_1-30-2008.jpg
Patricia Daquila, MBA, CPA, CFP®
de83e7f3e1d2774da03e_Daquila__Pat-Official_Photo_1-30-2008.jpg

Patricia Daquila, MBA, CPA, CFP® and Senior Tax Advisor at Lassus Wherley has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. Pat joined Lassus Wherley in 1997. As a Certified Public Accountant Pat focuses on the preparation of tax returns for individuals, and estates and trusts. Our firm encourages credentials such as CERTIFIED FINANCIAL PLANNER™ to enhance our advisors’ ability to meet the increasingly complex and broad-based needs of our clients.

The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas:  the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.  CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning.  CFP Board owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.  CFP Board currently authorizes more than 76,000 individuals to use these marks in the United States.  For more about CFP Board, visit www.CFP.net.

Sign Up for E-News

ABOUT LASSUS WHERLEY

Lassus Wherley was founded in 1985 by Diahann W. Lassus, CFP®, CPA/PFS and Clare E. Wherley, CPA, CFP®.  We have two offices to serve our clients, one in New Providence, NJ, and the other in Bonita Springs, FL.  Lassus Wherley is a Fee-Only wealth management firm with expertise in financial planning, investment management, tax preparation, trust services, and family office support. We work with individuals, couples, families, pension and profit sharing plans, trusts, estates, and charitable organizations. Using a team approach that we have developed over more than 30 years, we have helped hundreds of clients build secure financial futures and achieve peace of mind.  Lassus Wherley is a nationally certified Women’s Business Enterprise by the Women’s Business Enterprise National Council (WBENC) and a member of the National Association of Personal Financial Advisors (NAPFA), the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. The Lassus Wherley web site is www.lassuswherley.com

 

 

 

TAP Into Another Town's News:

You May Also Be Interested In

Sign Up for E-News

New Providence

Enjoy a Lifetime of Discovery in Union County Parks

July 18, 2018

July is National Parks and Recreation Month, and Union County residents are invited to celebrate this year by exploring “undiscovered” programs and activities found throughout the nearly 6,200 acres of the Union County parks system.

“Union County was one of the very first counties in the United States to establish its own county-based park system for nature conservation and ...

Union County Honored for History Projects

ELIZABETH, NJ - The Union County Board of Chosen Freeholders is pleased to announce that two national achievement recognitions for history projects have been presented to the Union County Office of Cultural & Heritage Affairs, a division of the Department of Parks and Recreation.

“Union County is rich in history, and this Freeholder Board is committed to engaging the public with ...

Union County College Foundation’s 3rd “Close the Gap” Campaign Surpasses Goal

CRANFORD, NJ – With over 150 guests and volunteers in attendance, the Union County College Foundation surpassed their goal and raised nearly $55,000 at their 3rd Annual Close the Gap Campaign cocktail reception. Held on July 11, in the Richel Student Commons at the College’s Cranford campus, this campaign was developed by a small group of dedicated community volunteers to support the ...

Geoffrey the Giraffe Moves In To New Brunswick Children's Hospital

July 12, 2018

NEW BRUNSWICK, NJ - Over a stretch of nearly 70 years, Geoffrey the Giraffe at Toys R Us stores was the symbol of happy times for generations of children, and now he may provide those same feelings for children coming to a hospital.

"From this day forward, Geoffrey stands tall in our lobby to encourage our smallest patients to smile when they enter our facilities," said John ...

TAPinto Spotlight on Business Features New Providence Dentistry

July 17, 2018

NEW PROVIDENCE, NJ - TAPinto "Summer Spotlight on Business" features local businesses and their owners who are important to our communities. Follow this column to receive a fresh perspective on small business owners and their unique needs while shining a spotlight on their stories.

This edition features New Providence Dentistry, operated by Dr. Beth Herko and her staff of ...

Upcoming Events

Carousel_image_9621ab8610aa8e73f65c_social-post-summer-camp-1080x1080

Thu, July 19, 1:30 PM

My Gym New Providence, New Providence

Summer Camp

Arts & Entertainment Education Health & Wellness Other Sports

Carousel_image_7f6c107703df2d416aa6_barre_intesity

Fri, July 20, 8:00 AM

Providence Health & Fitness, New Providence

Barre Intensity

Health & Wellness

Carousel_image_7b4ac10bfb421f5091c7_vinyasaclass

Fri, July 20, 9:15 AM

Providence Health & Fitness, New Providence

Vinyasa Flow Yoga

Health & Wellness

Carousel_image_a4801a3d56342db1596a_pilates_reformer

Fri, July 20, 10:30 AM

Providence Health & Fitness, New Providence

Pilates Reformer

Health & Wellness

Carousel_image_e7f53aa67b8e7cb310c5_vinyasaclass

Fri, July 20, 6:30 PM

Providence Health & Fitness, New Providence

Vinyasa Flow Yoga

And Over Here is the Dining Hall 2

My very first job in admissions was while I was still an undergraduate myself as a tour guide.  Very early on they indoctrinated us with some tricks of the trade.  It’s a dining hall, not a cafeteria.  A residence hall, not a dorm.  If you have to divulge some negative bit of information, sandwich it between two positives.  There were instructions for glossing over ...

Avoiding 10% Tax Penalty

Do you want access to money from your retirement accounts but aren't sure of the real costs involved?

Most retirement accounts have a set age requirement you must reach before making penalty-free income distributions, which is usually 59.5 but can sometimes be as early as age 50. If you decide to access your accounts earlier, you could face penalties ranging from 10%-25%, which is not ...

Beneficiary Forms - As Important as Your Will

As you plan for the future, don’t leave out one of the most overlooked must-do’s: naming the beneficiaries of your retirement assets. Updating your beneficiary forms ensures that the legacy you worked so hard to build will be distributed correctly. Don’t delay -- the designations on your beneficiary forms supersede those stated in your Will. 

Try answering the ...