Norman’s enhanced expertise in the entire retirement planning and investing process will assist many of our clients.
Hackensack, NJ (PRWEB) July 30, 2014
Beacon Wealth Management LLC Managing Director Norman Sohn, MD, FACS, FASCRS, MBA, has been awarded the Chartered Retirement Planning CounselorTM (CRPC®) credential by the College for Financial Planning. The College, founded in 1972, is the primary professional educational service provider to the financial planning professional community.
The distinguished CRPC® designation is earned by completing a rigorous set of graduate-level courses on all aspects of retirement planning. The coursework produces expertise in such topics as:
- Meeting multiple financial objectives in retirement
- Sources of retirement income and legal entities
- Specialized asset management and investment strategies for retirees
- Planning for incapacity and long-term care, and
- Establishing the optimal timing for retirement.
“Norman’s enhanced expertise in the entire retirement planning and investing process will assist many of our clients, and demonstrates Beacon’s commitment to giving them the benefit of our efforts to attain the highest level of education available on the topics that affect clients’ financial health,” said Beacon Founder and CEO Mark S. Germain, CFP®, MBA, ADPA®.
Last year Germain obtained the Accredited Domestic Partnership Advisor® (ADPA®) designation to meet the needs of another segment of Beacon’s client base.
“Our professional staff will continue to seek out opportunities to advance our expertise in areas that will assure that our clients get the best advice,” Germain said.
Beacon Wealth Management, LLC is an independent, fee-based Registered Investment Advisory Firm based in Hackensack, New Jersey. We currently manage more than $250 million of private wealth for a successful clientele of high-net worth investors, retirees, physicians, surgeons, entrepreneurs, attorneys and professionals in business. Additional information can be found at http://www.bwmllc.com