Follow on Google News News By Tag Industry News News By Location Country(s) Industry News
Follow on Google News | Northwestern Mutual 1893 Wealth Management Planning Associate Adam Tortelli Earns CFP CertificationBy: Northwestern Mutual - Chicago "We are proud of Adam for achieving the highest standard in personal financial planning," said Corey D. McQuade, Managing Partner, Northwestern Mutual -- Chicago. "Earning this designation demonstrates the value he places on doing what is in our client's best interest as well as his commitment to professional growth." As a Planning Associate since 2020, Tortelli's demonstrated strong analytical and problem-solving skills and a client-centric focus play an important role in advancing the firm's mission to expertly guide clients through life's most critical decisions. Tortelli is a graduate of Xavier University with a Bachelor of Business Administration in Finance. In addition to the CFP®, he holds Financial Industry Regulatory Authority (FINRA) Series 7, 66 and SIE. To learn more about the team and their approach to financial planning, visit https://www.1893wealth.com/ End
|
|