I am pleased to announce our WPR team member, Michael Schiavi, has earned his Certified Financial Planner™ designation. Mike has been a valuable resource to our clients and his broadening planning knowledge will expand our services to all levels of clients. Below provides additional background on Mike and the CFP® designation. Please join me in congratulating Mike in his achievement!
MICHAEL SCHIAVI EARNS CERTIFIED FINANCIAL PLANNER™ DESIGNATION FROM THE CFP® BOARD
Michael Schiavi, CFP® has been awarded the Certified Financial Planner™ Designation from the Certified Financial Planner™ Board of Standards Inc., the standards-setting body. The CFP® Designation signifies specialized knowledge and expertise of financial planning, taxes, insurance, estate planning and retirement planning. Earning the CFP® Designation involves completing one of the most difficult and stringent process made up of the culmination of years of experience, formal educational, successful completion of a standardized exam and a demonstration of ethics. On an ongoing basis, Designees are required to complete continuing education to maintain the CFP® Designation.
Mr. Schiavi, a resident of Beverly, Massachusetts, is a Financial Advisor at Wealth Planning Resources, LLC located in Waltham, Massachusetts. Mr. Schiavi is a Certified Financial Planner™ Professional specializing in working with individuals and families on holistic planning strategies. He also works with closely held companies advising them on retirement plan strategies, exit planning, and estate planning.
The Certified Financial Planner™ Board of Standards Inc., based near Washington, DC, is a non-profit that serves the public by fostering professional standards in personal financial planning. The CFP® Board sets and enforces the requirements for the CERIFIED FINANCIAL PLANNER™ certification to create competent and ethical financial planners who are committed to putting their clients’ best interests first.
Wealth Planning Resources, LLC was established in 1993 by John Steiger with an office located at 460 Totten Pond Road, Suite 600 in Waltham, MA and on the web at www.wprplanning.com. The firm advises over 250 families and 80 corporations with over $450 million in total client assets. They advise corporations on retirement plan benefits and succession plan strategies. In addition, they provide fee based financial plans, insurance and investment advisory services, and estate planning to families and individuals. Securities and Advisory Services offered through Commonwealth Financial Network ®, Member FINRA/SIPC, a Registered Investment Adviser.