ACCOLADES


ACCOLADES

Andrea K. Williams, CFP® a Financial Advisor with Northwestern Mutual – Chicago, has been authorized by Certified Financial Planner Board of Standards Inc. (CFP Board) to use the CFP® and CFP (with flame logo)® certification marks in accordance with CFP Board certification requirements.

“We are proud of Andrea for achieving the highest standard in personal financial planning,” said Corey McQuade, Managing Partner. “Earning this designation demonstrates the value she places on doing what is in our clients’ best interest as well as her commitment to professional growth,” he added.

The CFP® certification recognizes those 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.

Williams joined Northwestern Mutual Chicago in 2008. She holds a Bachelor of Science in Finance and Economics Summa Cum Laude from Dominican University. CFP Board, a nonprofit regulatory organization, fosters professional standards in personal financial planning so that the public values, has access to and benefits from competent and ethical financial planning. CFP Board owns the certification marks CFP® and Federally Registered CFP (with flame logo), which is awarded to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 42,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net.

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