Wealth Management Advisor Tom Rossi Receives CFP® Certificate

Northwestern Mutual - Chicago's Thomas J Rossi earns the highest standard in personal financial planning
By: Northwestern Mutual - Chicago
 
 
Wealth Management Advisor Tom Rossi
Wealth Management Advisor Tom Rossi
CHICAGO - July 16, 2018 - PRLog -- Thomas J. Rossi, CLU ®, CFP® a Wealth Management Advisor with Northwestern Mutual – Chicago has been authorized by the CERTIFIED FINANCIAL PLANNER™ Board of Standards Inc. to use the CFP® certification marks in accordance with CFP Board certification requirements.

"We are proud of Tom for achieving the highest standard in personal financial planning," said Corey McQuade, Managing Partner, Northwestern Mutual -- Chicago. "Earning this designation demonstrates the value he places on doing what is in our clients' best interest as well as his commitment to professional growth."

As a Wealth Management Advisor with Northwestern Mutual – Chicago, Rossi partners with successful business owners, executives and physicians to help them develop comprehensive financial plans tailored to plan for and achieve their life goals.

The CFP® certification recognizes individuals who have met the rigorous experience and ethical requirements, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® certificants must also agree to meet ongoing continuing education requirements and to uphold CFP Board's Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.

Rossi joined Northwestern Mutual - Chicago in 1998.  He is a four-time recipient of the Northwestern Mutual Forum honor, an exclusive achievement, received by approximately 5 percent of Northwestern Mutual's more than 6,000 financial representatives.

He holds a Bachelor of Arts degree from Loras College, where he was a student-athlete and played on the football team.

An active volunteer in Naperville Youth Athletics, he also mentors students and announces games for the Naperville North High School football team. He is a strong supporter of Northwestern Mutual's childhood cancer program helping raise awareness and funds for childhood cancer research.  He resides in Naperville with his wife, Amy, and four children.

To learn more about Tom, visit his website at http://www.tom-rossi.com/


About Certified Financial Planning Board of Standards, Inc.

The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. The Board of Directors, in furthering CFP Board's mission, acts on behalf of the public, CFP® professionals and other stakeholders.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. CFP Board currently authorizes nearly 80,000 individuals to use these marks in the U.S. For more information about CFP Board, visit www.CFP.net.

About Northwestern Mutual – Chicago
Northwestern Mutual – Chicago, with offices in Downtown Chicago, Deerfield, Oak Brook and Rosemont, is a leading Chicago-based financial planning firm providing expert guidance to help clients manage financial risk and achieve financial security. Ranked one of Chicago's Top Workplaces, according to the Chicago Tribune, Northwestern Mutual – Chicago provides career and internship opportunities to individuals who want to grow personally and professionally. The company's nationally recognized financial representative internship program was named by Vault.com a top internship for students seeking careers in the financial services industry.  Further information on the firm can be found at http://chicago.nm.com.

About Northwestern Mutual
Northwestern Mutual has been helping families and businesses achieve financial security for more than 160 years. Through a distinctive, whole-picture planning approach, we empower our clients to make the most of every single day and plan for important moments in their future. We combine the expertise of our financial professionals with a personalized digital experience to help our clients navigate their financial lives every day. With $265.0 billion in assets, $28.1 billion in revenues, and $1.8 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to 4.5 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company manages more than $125 billion of client assets through its wealth management and investment services. Northwestern Mutual ranks 104 on the 2018 FORTUNE 500 and is recognized by FORTUNE® as one of the "World's Most Admired" life insurance companies in 2018.

Contact
Karen Spillers
***@corpcommstrategies.com
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Source:Northwestern Mutual - Chicago
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Tags:Certified Financial Planner, Tom Rossi, Northwestern Mutua l- Chicago
Industry:Business
Location:Chicago - Illinois - United States
Subject:Awards
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