Congratulations to CFPG Partner and Private Wealth Advisor, Rick Brown, on his 35-year anniversary with Northwestern Mutual – Philadelphia!
Congratulations to CFPG Partner and Private Wealth Advisor, Nick Kemp, on his 35-year anniversary with Northwestern Mutual – Philadelphia!
Steve Eberbach earns Retirement Income Certified Professional (RICP®) designation
March 2024
CFPG Partner & Wealth Management Advisor, Steve Eberbach, CFP®, RICP®, is now a Retirement Income Certified Professional. This designation is offered by the American College of Financial Professionals and focuses on strategies for optimal distribution of assets to generate retirement income. Steve suggests that “By helping clients optimize all of their available income streams, we are able to maximize everything they have worked so hard to accumulate throughout their careers and promote peace of mind in the second half of life.”
Forbes recognizes Clarity Financial Planning Group as Best-in-State Wealth Management Team
January 2024
Clarity Financial Planning Group has been recognized as a 2024 Best-In-State Wealth Management Team by Forbes. CFPG Partner & Private Wealth Advisor, Rick Brown, CFP®, CLU, ChFC, CASL, shares, “We are grateful for our clients, hard-working team, and partnership with Northwestern Mutual. We look forward to continuing to bring trusted solutions to clients that positively impact their lives.”
Forbes Best-In-State Wealth Management Teams (January 2024), Research & ranking provided by SHOOK ® Research, LLC – Data as of 3/31/2023. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.
Ron Cohen joins Clarity Financial Planning Group
January 2024
CFPG is excited to welcome Ron Cohen to the team!
Erika Woo joins Clarity Financial Planning Group
November 2023
CFPG is excited to welcome Erika Woo to the team!
Kevin Kolipinski earns Certified Investment Management Analyst (CIMA®) designation
May 2022
CFPG Director of Investment Operations, Kevin Kolipinski, CIMA®, is now a Certified Investment Management Analyst. The Certified Investment Management Analyst (CIMA®) is a certification for financial consultants and investment advisors issued by the Investments and Wealth Institute. We are proud of Kevin’s work to earn this designation and provide advanced support of CFPG’s clients in even with creation, management, and evaluation of investment portfolios.
Andy Schultz contributes to US News article on Special Needs Planning
November 2021
Does your financial advisor hold a Certified Financial Planner (CFP®) designation? In this US News and World Report article, CFPG Partner & Wealth Management Advisor, Andy Schultz, CFP®, ChSNC, CLU, ChFC, talks about how this level of expertise combined with industry experience is indispensable in working with clients.