• LeKites Earns CFP® Certification

  • LeKites Earns CFP® Certification

  • PKS Investment Advisors LLC is pleased to announce that Gigi G. LeKites, 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. 

    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. 

    As an advisor with PKS, Gigi develops and implements comprehensive financial plans for clients at all stages of life.  Gigi’s goal is simple—to help her clients reach their financial goals consistent with their needs and resources. She approaches each client relationship uniquely and measures her success by each client’s own personal and financial satisfaction. Gigi maintains a niche in qualified retirement planning, assisting business owners with implementing and maintaining retirement plans while educating the employees of such benefits.  She has always put service as a priority with business and individual clients with the element of education.  Combined, these are powerful tools that help both Gigi as an advisor and the client be successful.

    Gigi is active in the community serving on the United Way of the Lower Eastern Shore’s Planned Giving Council and is a member of the Ocean City-Berlin Optimist Club.  She lives in Bishopville with her husband Todd and their two children, Sam and Colleen. 

    Contact Gigi via email at glekites@pkscpa.com or by calling 800-274-2564. 

     

     

    PKS Investment Advisors LLC is an independent investment advisor and financial planning firm with offices in Salisbury, Ocean City and Lewes – specializing in estate planning, retirement planning, wealth management, investment strategies, business planning, 401k plans, fiduciary services and tax management through PKS & Company, P.A.