Michael Frederick Marchio, CFP®, ChFC® a Financial Advisor with Northwestern Mutual – New Hartford, a leading financial security company, 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 Michael for achieving the highest standard in personal financial planning,” said Daniel Jones, Managing Director, Northwestern Mutual – (New Hartford). “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 Financial Advisor at Northwestern Mutual – New Hartford, Michael partners with engineering and technical professionals 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.
To learn more about Michael, please visit his website at: www.michaelmarchio.nm.com