KerberRose’s Scott Ciullo Named Finalist in PLANADVISER’S Retirement Plan Adviser of the Year Award

Published Tuesday, April 5, 2022

KerberRose is proud to announce Scott Ciullo, CFS, AIFA, Director of KerberRose Retirement Plans, has been named a finalist for the 2022 PLANADVISER Retirement Plan Adviser of the Year Award in the Plan Participant Service category.

For the 2022 awards, PLANADVISER made some key changes to the Retirement Adviser of the Year Awards, including six new categories of recognition. These changes recognize finalists and winners in a more qualitative way, instead of the previous years’ strategy of recognizing individuals and teams based exclusively on firm size. The six new categories are: Plan Sponsor Service, Plan Participant Service, Mentorship, Efforts to Improve Diversity, Equity and Inclusion (DE&I), Community Impact and Giving Back, and Closing the Coverage Gap.

According to PLANADVISER, finalists and winners in the Plan Participant Service category “stand out for their innovation and dedication in the service of retirement plan participants, with a particular focus on the efficient and effective delivery of individual-level advice and education.”

“I am honored to be named as a finalist for this award. I put a very high priority on personal and attentive client service,” remarked Ciullo, when asked about his nomination. “Although I have been named, it’s the team winning these awards. The KerberRose Retirement Plan Services team goes above and beyond to make sure every participant understands the importance of saving for retirement. I am incredibly proud of this team and to be considered a Trusted Advisor by our clients.”

Ciullo is one of five advisers up for the award, which will be announced in May at the PLANADVISER Industry Leaders Awards dinner in New York City.

About KerberRose
KerberRose is a certified public accounting firm specializing in accounting, tax, audit, wealth management, payroll, business strategy and human resource consulting, and technology services. KerberRose was listed on Inside Public Accounting’s Top 200 Firms in 2021. With more than 200 professional staff members and offices in Antigo, Appleton, Clintonville, Green Bay, Oshkosh, Rhinelander, Shawano, Sister Bay, Stevens Point, Wausau, Wisconsin Rapids, and Marquette, MI; KerberRose is a trusted business advisor, combining the expertise of a leading regional firm with the convenience, familiarity and passion of a local provider. More information about KerberRose is available at www.kerberrose.com.

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