Bellevue, WA Rachele Bouchand, Director of Financial Planning in the firm's Tax Services Group, recently received the Accredited Estate Planner® (AEP®) designation. This designation is a graduate level specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning. Rachele is also a Certified Financial Planner® and earned a B.S. from Harvey Mudd College in Claremont, CA. She has more than 15 years of experience providing services to individuals and organizations to help them reach their long-term financial goals.
The AEP® designation is awarded by the National Association of Estate Planning & Councils (NAEPC) to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character. An AEP® designation holder must embrace the team concept of estate planning and adhere to the NAEPC Code of Ethics.
Clark Nuber employs more than 170 people with the expertise to provide business owners, leaders in not-for-profit organizations, as well as high net worth individuals, with a wide variety of services, including, financial statement audits, federal, state, and international tax planning and compliance, business succession planning, private foundations, CFO/Controller/accounting services, and specialty audits including employee benefit plans and government grants.