DALLAS (PRWEB) July 11, 2018
LD Lowe Wealth Advisory is thrilled to announce that Kelly Brewer has completed all the necessary step towards his designation as a Chartered Financial Consultant, one of the highest standards of trust in the financial planning profession.
According to the American College of Financial Planning, the non-profit educational institution that offers the program, the Charted Financial Consultant (ChFC) course of study prepares financial planners to meet the advanced planning needs of individuals, professionals and small business owners. Through a series of nine courses that require more than 400 hours of study, ChFC candidates are prepared to operate with the highest integrity while holistically applying contemporary knowledge and practices to the areas of insurance, income taxation, retirement planning, investments and estate planning.
“Earning the ChFC designation is no small feat – it takes an exceptional level of dedication and a good deal of sacrifice to see it through,” said Lloyd Lowe Sr., founder and CEO of LD Lowe Wealth Advisory. “I have always been impressed with Kelly’s commitment to furthering his education to better serve our clients. We are all very proud of his accomplishment”
Kelly has been a member of the LD Lowe Wealth Advisory team for more than ten years. During his tenure, he has also earned a designation as a general lines life and health insurance agent.
As a lead paraplanner for LD Lowe, Kelly is responsible for providing the highest level of client service to individual and business clients alike.
With the completion of his certification Kelly has taken on the title Chief Information Security Officer and Financial Planner.
In addition to the continuing education he currently completes each year Kelly will complete an additional 30 hours of continuing education every two years to maintain his ChFC designation.
For more information, please visit http://www.ldloweplan.com.
LD Lowe Wealth Advisory is a SEC Registered Investment Advisor. Registration does not imply any certain level of skill or training. LD Lowe encourages investors to review the training, tenure and track record of a potential advisor.