Greenleaf Trust announces CERTIFIED FINANCIAL PLANNER® certification

Senior Wealth Management Associate, Zach Gamber, received his CERTIFIED FINANCIAL PLANNER^® certification.

Senior Wealth Management Associate, Zach Gamber, recently received his CERTIFIED FINANCIAL PLANNER^® designation. He is responsible for supporting the wealth management team in the development of comprehensive wealth management plans, the execution of goal-based planning and the management of investment portfolios. Zach earned a bachelor’s degree in financial management from Clemson University.

The CFP^® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, 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^® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

About Greenleaf Trust

With offices in Kalamazoo, Grand Rapids, Birmingham, Midland, Bay Harbor and Traverse City and Naples, Greenleaf Trust National Association is an independent nationally chartered trust bank, exclusively focused on wealth management, trust and estate administration, and administration of company-sponsored retirement plans. Through our unique, client-centric team approach, we provide highly personal and customized client service, with no conflicts of interest, to ensure our clients’ financial security from generation to generation. www.greenleaftrust.com