Media articles &
press releases
For press enquires or to set up an interview, please contact Phil Fiore
at or (475) 232-2700.
03.31.2026
How a former Marine built a veteran niche on LinkedIn
Featuring Andy Leung
How a former Marine built a veteran niche on LinkedIn February 19, 2026 By Brian Wallheimer One of the most important things a financial advisor can do when building a niche is speak the same language as their clients and prospects — it’s mission critical.
Read More01.08.2026
Serving Those Who Served: Working with Military Families as Investors Requires a Different Kind of Expertise
Featuring Jeff Farrar and Andy Leung
Serving Those Who Served: Working with Military Families as Investors Requires a Different Kind of Expertise February 19, 2026 By Investor Magazine Staff Contributor Jeff Farrar, CFP, CIMA, AIF, Co Founder and Partner at Procyon, says that much of the work begins with helping…
Read More05.23.2025
Barron’s – What These Financial Advisors Learned From Military Service and How They Give Back on Memorial Day
Featuring Jeff Farrar and Andy Leung
May 23, 2025 To mark this national holiday, wealth management professionals share insights they gained during their years of service and how they are helping military families today. By Sally Cates Although Memorial Day is often thought of as the kickoff to summer, its real…
Read More11.14.2023
Honoring Advisors Who Serve(d): Veterans Day, 2023 – Think Advisor
Featuring Andy Leung
In honor of Veterans Day and National Veterans and Military Families Month, we’re pleased to present ThinkAdvisor’s 12th annual Advisors Who Serve(d) compilation, in which we highlight stories of veterans in the advisory world, told in their own words. Advisors Who Serve(d) highlights financial advisors…
Read More04.26.2023
Kiplinger – For Best Tax Savings, Year-Round Tax Planning Is Essential
Featuring Andy Leung
01.20.2023
Financial Advisor IQ – FAs with Solid Marketing Strategies Win 2.4 Times More New Clients: Study
Featuring Andy Leung
11.03.2022
Financial Advisor Article – Diversity Scholarship CFPs Talk Of New Horizons
Featuring Andy Leung
The first graduates of the College for Financial Planning’s Diversity Scholarship program have now entered the advisory field as certified financial planners (CFPs). In January 2021, the Kaplan Company’s College for Financial Planning in Centennial, Colo., announced the first 20 recipients of its nearly $500,000…
Read More06.27.2022
Diversity grant winners finish CFP test prep at twice the rate of others
Featuring Andy Leung
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