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Nathanial Phillips attains Certified Financial Planner Designation

Posted on Tuesday, June 28, 2016
Nathanial Phillips attains Certified Financial Planner Designation

Nathanial Phillips CFP®, LPL Investment Advisor Representative for Midwest Wealth Management in West Point, NE has been authorized by the Certified Financial Planner Board of Standards to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification requirements.

Mr. Phillips now joins his father, Jeffry J. Phillips, CFP® as a CERTIFIED FINANCIAL PLANNER™ professional with Midwest Wealth Management.  CFP® certification is the most recognized in the industry for personal financial planning. Only 17% of all financial advisors in the industry can claim this distinction.

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.

According to Phillips, “It’s never been more important than ever for clients and financial advisors to take a holistic approach – looking at an individual’s entire financial picture, not just one aspect or another. Working with a CERTIFIED FINANCIAL PLANNER™ professional is assurance that he or she is a credentialed specialist who does just that, and performs to high ethical and professional 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.  For more about CFP Board, visit www.CFP.net.

For more information about Midwest Wealth Management, visit their page on our website.

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