Cleveland, – Skoda Minotti is pleased to announce that Michael Van Himbergen, financial advisor with Skoda Minotti Financial Services, has received his Certified Financial Planner™ (CFP®) designation.
The CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.
“Michael’s certification demonstrates the commitment he has to building long-term, comprehensive relationships with his clients,” said Bob Coode, partner, Skoda Minotti Financial Services. “As a team, we’re committed to providing the highest level of financial planning and wealth management services in accordance with industry standards.”
As a first step to CFP® certification, individuals must complete CFP Board education requirement in the following major personal financial planning areas, including:
· General principles of financial planning
· Insurance planning
· Investment planning
· Income tax planning
· Retirement planning
· Estate planning
· Interpersonal communication
· Professional conduct and fiduciary responsibility
· Financial plan development (capstone) course
Skoda Minotti Financial Services assists individuals and families going through life changing events such as the sale of a business, changing jobs, marriage, divorce, having children or, in unfortunate circumstances, the loss of a loved one.
About Skoda Minotti
Skoda Minotti is a business advisory firm, dedicated to helping our wide range of clients build strategies, grow and achieve financial success. Clients include privately held businesses, public companies and individuals. Along with its renowned accounting, financial and tax services, Skoda Minotti offers a unique complement of advisory services including information technology, professional staffing, risk, strategic marketing, valuation and litigation and wealth management. Skoda Minotti, headquartered in Cleveland, Ohio, also has offices in Westlake, Akron and Tampa, Florida, and is a member of The Leading Edge Alliance. Learn more at www.skodaminotti.com.
About CFP Board
CFP Board is a nonprofit organization acting in the public interest by fostering professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics and other requirements for CFP® certification.
Advisory Services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc., a Registered Broker-Dealer, Member, FINRA & SIPC. Skoda Minotti is independent of ProEquities, Inc.