WINNETKA, Ill. (PRWEB) July 21, 2020
Wealth Advisory firm Eastgate Capital Advisors LLC is pleased to announce that Managing Director Jeffrey G. Shepard has completed the Certified Financial Planner™ Board examination and obtained his CFP® certification.
Shepard is an accomplished financial professional with decades of experience in portfolio management, fixed income sales, and real estate investments. He serves as a wealth advisor at Eastgate Capital Advisors LLC and is one of the firm’s retirement plan specialists. Shepard holds a BA in Economics from Northwestern University, a Master’s in Economics from the University of Chicago, and is a Chartered Financial Analyst® charter holder.
"Although I had a strong grounding in several areas of planning, the work I did completing the CFP® certification has given me and the firm additional capacity to serve our clients,” said Shepard.
“We are pleased that Jeff has obtained the CFP® certification,” said John D. O’Malley Jr., Founder and Managing Director at Eastgate Capital Advisors. “Earning the CFP® designation takes hundreds of hours of dedicated study preparing for the exam and many thousands of hours of actual experience performing financial planning functions. This course of study embraces the firm’s commitment to focus on the client and help them by lighting a path to a secure future.”
About Eastgate Capital Advisors LLC
Eastgate Capital Advisors LLC is a holistic financial advisory practice and multi-family office. Eastgate’s mission is to understand each of our clients’ unique goals and to work with them on an individualized basis to accomplish those goals. The firm utilizes the ensemble, or team approach, to deliver client services, and the team is composed of seasoned professionals of several disciplines. All senior members of the firm have advanced degrees in business, economics or law. For more information about Eastgate, financial services or estate planning please contact Eastgate at 312-690-4900 or visit http://www.eastgateca.com.
Eastgate Capital Advisors LLC is registered as an investment advisor with the State of Illinois and its principal place of business is in Winnetka, Illinois. No part of this press release is intended to constitute investment, legal or tax advice. Consult your investment, legal and tax professionals for advice relating to your personal situation. No offer or solicitation is made by this article. Past performance is not a guarantee of future results.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER ™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.