Exceptionally qualified to deliver professional and personalized wealth management services.
Oakbrook Terrace, Illinois (PRWEB) February 09, 2012
UBS Financial Services is pleased to announce Marc Horner, Financial Advisor, has earned the designation CFP® or CERTIFIED FINANCIAL PLANNER™ in accordance with the CFP Board certification and renewal requirements.
Holders of these marks have met the rigorous experience and ethical requirements of the CFP Board, successfully completed financial planning coursework and 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® certificants 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.
Dennis Christensen, Executive Director of UBS, said, "Marc and his team join a group of select Financial Advisors to earn the gold-standard advanced designation, CERTIFIED FINANCIAL PLANNER™. He and his team are exceptionally qualified to deliver professional and personalized wealth management services to sophisticated investors."
Led by Financial Advisors Marc Horner and Frank Peard, the Midwest Wealth Management Group offers highly personalized financial planning and investment management. Their clients tend to be goal oriented and attracted to a comprehensive, planning based approach. The team can be reached at http://www.ubs.com/team/midwestwealth.
UBS Wealth Management Americas provides advice-based relationships through its financial advisors who deliver a fully integrated set of products and services specifically designed to address the needs of high net worth and ultra high net worth individuals and families.
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 http://www.CFP.net.
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