Passehl Financial Advisors Earn Designations as Team Continues to Grow

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Geoffrey Passehl, CLU®, ChFC®, CASL®, RICP®, founder of Passehl Financial Services, has earned the Wealth Management Certified Professional® (WMCP®) designation from The American College of Financial Services. The practice’s newest member, Joseph DeFazio, ChFC® has earned the Chartered Life Underwriter® (CLU®) and Retirement Income Certified Professional (RICP®) designations from The Amercian College. DeFazio joined the Passehl team in January of 2020 as Director of Investment s and has greatly supported the firm’s growth despite the challenges of the pandemic. As a team, Passehl Financial now holds nine professional designations, and the firm continues to seek advanced education and training as it grows.

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By constantly strengthening our own knowledge, we create a sense of momentum within our team that encourages everyone to be their best.

Geoffrey Passehl, CLU®, ChFC®, CASL®, RICP®, founder of Passehl Financial Services, has earned the Wealth Management Certified Professional® (WMCP®) designation from The American College of Financial Services. The practice’s newest member, Joseph DeFazio, ChFC® has earned the Chartered Life Underwriter® (CLU®) and Retirement Income Certified Professional (RICP®) designations from The Amercian College. DeFazio joined the Passehl team in January of 2020 as Director of Investments and has greatly supported the firm’s growth despite the challenges of the pandemic. As a team, Passehl Financial now holds nine professional designations, and the firm continues to seek advanced education and training as it grows.

The Wealth Management Certified Professional® brings a heightened level of expertise to investment and portfolio management. Financial professionals with this credential complete a rigorous course designed to amplify knowledge of goal-based wealth management with a focus on tax-efficient portfolios and client behavior research. This program develops expertise in goal identification, risk management and investment management plans; providing a unique education tailored to the needs of investors.

The Chartered Life Underwriter® is the highest standard of knowledge and the world's most respected designation of insurance expertise. This prestigious course provides professionals with in-depth knowledge on the insurance needs of individuals, families and business owners. The program covers a broad range of financial topics including life and health insurance, pension planning, insurance law, income taxation, investments, financial and estate planning and group benefits.

The RICP® is a rigorous three-course credential that helps professionals master retirement income planning, a key focus area not fully covered in other professional designation programs. From retirement portfolio management techniques to employer-sponsored benefits and determining the best Social Security claiming age, the RICP® provides a wealth of practical information.

Passehl Financial strives to be at the forefront of knowledge for its clients and Mr. Passehl considers himself a perpetual learner. Passehl and DeFazio are committed to engaging with clients on a daily basis and they work hard to bring intentional value to the people they work with and the firm as a whole.

“In order for us to provide our clients with the highest level of service and expertise, continued professional growth is essential,” Passehl said. “By constantly strengthening our own knowledge, we create a sense of momentum within our team that encourages everyone to be their best.”

Passehl Financial Services is a holistic wealth management firm specializing in serving successful business owners and professionals with investment strategies, estate planning, business succession plans, and more. To learn more about Passehl Financial Services, visit the website at http://www.passehl-financial.com.

About the American College of Financial Services:
The American College of Financial Services was founded in 1927 and is the nation’s largest nonprofit educational institution devoted to financial services. Holding the highest level of academic accreditation, The College has educated one in five financial advisors across the United States and offers two master’s degrees in management and financial services, along with prestigious financial planning designations such as the Retirement Income Certified Professional® (RICP®), Chartered Life Underwriter® (CLU®), Wealth Management Certified Professional® (WMCP®), Chartered Advisor in Philanthropy®(CAP®), Chartered Special Needs Consultant®(ChSNC®), Chartered Financial Consultant® (ChFC®), and education leading to the Certified Financial Planner™ (CFP®)certification. The College’s faculty represents some of the foremost thought leaders in the financial services profession.

About Northwestern Mutual:
Northwestern Mutual has been helping people and businesses achieve financial security for more than 160 years. Through a holistic planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what’s most important. With $308.8 billion in total assets, $31.1 billion in revenues, and $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. The company manages more than $200 billion of investments owned by its clients and held or managed through its wealth management and investment services businesses. Northwestern Mutual ranks 102 on the 2020 FORTUNE 500 and is recognized by FORTUNE® as one of the “World’s Most Admired” life insurance companies in 2021.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Subsidiaries include Northwestern Mutual Investment Services, LLC (NMIS) (securities), broker-dealer, registered investment adviser, member FINRA and SIPC; the Northwestern Mutual Wealth Management Company® (NMWMC) (fiduciary and fee-based financial planning services), federal savings bank; and Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance).

Geoffrey J Passehl uses Passehl Financial Services as a marketing name for doing business as a representative of Northwestern Mutual. Passehl Financial Services is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Geoffrey J Passehl is an Insurance Agent of NM and NLTC. Investment brokerage services provided as a Registered Representative of NMIS. Investment advisory services provided as an Advisor of NMWMC.

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Lori Passehl
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